Name: Account Tier Classifier
Author: recued-core

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Account Tier Classifier

by recued-core v1 action

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

How it works

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

tier1 revenue threshold number = 10000000

tier1 engagement threshold number = 70

Details

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

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy classify-account-tier-hubspot and paste it after pairing.

Account Tier Classifier

How it works

Settings (2)

Tags

Details

Install