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Account Tier Classifier

by recued-core v1 13 views

Classifies accounts into revenue/engagement tiers with grouped table output.

How it works 24 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
accounts account-list-reader-hubspot
Fetch list reader from hubspot
Process (23 steps)
filtered_revenue filter
Filter by condition
filtered_employees filter
Filter by condition
filtered_engagement filter
Filter by condition
with_revenue_flag map
Extract annual_revenue from each item
with_engagement_flag map
Extract engagement_score from each item
tier1_step1 filter
Filter by condition
tier1_accounts filter
Filter by condition
tier1_with_tier map
Extract from each item
sorted_tier1 sort
Sort by
tier1_table to_table
Format results as a data table
tier3_step1 filter
Filter by condition
tier3_accounts filter
Filter by condition
tier3_with_tier map
Extract from each item
sorted_tier3 sort
Sort by
tier3_table to_table
Format results as a data table
tier2_part1_step1 filter
Filter by condition
tier2_part1 filter
Filter by condition
tier2_part2_step1 filter
Filter by condition
tier2_part2 filter
Filter by condition
tier2_accounts concat
Combine text or lists together
tier2_with_tier map
Extract from each item
sorted_tier2 sort
Sort by
tier2_table to_table
Format results as a data table
Output
table tier1_table
table tier2_table
table tier3_table
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

tier1 revenue threshold number = 10000000
tier1 engagement threshold number = 70

Uses (1 ingredient)

Ingredient account-list-reader-hubspot account-list-reader-hubspot

About

Tags

hubspot accounttiersegmentationhubspot

Details

24 steps 2 configurable settings recipe_id: classify-account-tier-hubspot