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Contact Interaction Summary

by recued-core v1 context

Shows days since last email/call/meeting and total interactions in the last 90 days.

How it works

Data fetch
▼ contact contact-reader-hubspot
Fetch reader from hubspot
▼ activities contact-activities-hubspot
Fetch activities from hubspot
▼
Process (15 steps)
⚠ check_contact guard
Stop if contact is missing
■ emails filter
Filter by condition
■ calls filter
Filter by condition
■ meetings filter
Filter by condition
■ sorted_emails sort
Sort by
skip: step.emails is_empty
■ last_email_array slice
Take a subset of
■ sorted_calls sort
Sort by
skip: step.calls is_empty
■ last_call_array slice
Take a subset of
■ sorted_meetings sort
Sort by
skip: step.meetings is_empty
■ last_meeting_array slice
Take a subset of
■ days_email date_diff
Calculate days between last email array 0 timestamp and now
skip: step.last_email_array is_empty
■ days_call date_diff
Calculate days between last call array 0 timestamp and now
skip: step.last_call_array is_empty
■ days_meeting date_diff
Calculate days between last meeting array 0 timestamp and now
skip: step.last_meeting_array is_empty
■ total_count count
Count items in activities
■ summary to_summary
Format results as a summary card
▼
Output
summary summary

Settings (1)

Configurable at install. Defaults shown — change anytime in the extension.

lookback days number = 90

Tags

hubspot

Details

17 steps 1 configurable settings recipe_id: summarize-contact-interactions-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy summarize-contact-interactions-hubspot and paste it after pairing.