Account Tier Classifier

by recued-core v1 action

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

Data fetch

▼ companies company-list-reader-hubspot

Fetch list reader from hubspot

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Process (11 steps)

■ with_revenue filter

Filter by condition

■ valid_companies filter

Filter by condition

■ with_rev_flag map

Extract annual_revenue from each item

■ with_flags map

Extract engagement_score from each item

■ with_rev_str map

Extract is_high_revenue from each item

■ with_eng_str map

Extract is_high_engagement from each item

■ with_tier_key map

Extract from each item

■ with_tier map

Extract tier_key from each item

■ with_tier_order map

Extract tier from each item

■ sorted_accounts sort

Sort by

■ account_table to_table

Format results as a data table

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Output

table account_table

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

tier1 revenue threshold number = 10000000

tier1 engagement threshold number = 70

12 steps 2 configurable settings recipe_id: classify-account-tiers-hubspot

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