Identifies products purchased by similar accounts that this customer doesn't own. Shows adoption rate and revenue potential.

How it works 18 steps

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

Data fetch

▼ target_company deal-associated-company-hubspot

Fetch associated company from hubspot

▼ target_products account-products-hubspot

Fetch products from hubspot

▼

Process (16 steps)

◆ industry_accounts account-list-reader-hubspot

Fetch list reader from hubspot

■ filtered_accounts filter

Filter by condition

■ exclude_target filter

Filter by condition

■ similar_account_ids map

Extract from each item

■ account_count count

Count items in exclude target

■ sufficient_data compare

Check if account count is at least setting min similar accounts

◆ similar_accounts_products accounts-products-bulk-hubspot

Fetch products bulk from hubspot

skip: step.sufficient_data equal false

■ target_product_names map

Extract from each item

■ cross_sell_candidates filter

Filter by condition

skip: step.sufficient_data equal false

■ grouped_products group_by

Group by product_name

skip: step.sufficient_data equal false

■ with_metrics map

Extract from each item

skip: step.sufficient_data equal false

■ filtered_candidates filter

Filter by condition

skip: step.sufficient_data equal false

■ sorted_candidates sort

Sort by

skip: step.sufficient_data equal false

■ cross_sell_table to_table

Format results as a data table

skip: step.sufficient_data equal false

■ insufficient_data_message template

Generate text from a template

skip: step.sufficient_data equal true

■ data_checklist to_checklist

Format results as an actionable checklist

▼

Output

checklist data_checklist

table cross_sell_table

text insufficient_data_message

Settings 3 configurable

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

lookback days number = 730

min adoption rate number = 0.1

min similar accounts number = 5