Recued
Open Recued
← Back to recipes

Cross-Sell Opportunities

by recued-core v1 context

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

How it works

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

lookback days number = 730
min adoption rate number = 0.1
min similar accounts number = 5

Tags

hubspot dealcross-sellaccount-based

Details

18 steps 3 configurable settings recipe_id: suggest-cross-sell-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy suggest-cross-sell-deal-hubspot and paste it after pairing.