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Account Tier Classifier

by recued-core v1 11 views

Use “Account Tier Classifier” in Recued. Classifies accounts into revenue/engagement tiers with grouped table output.

How it works 12 steps

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

Data fetch
companies ?
Process (11 steps)
with_revenue filter
Filter by condition
valid_companies filter
Filter by condition
with_rev_flag map
Extract properties.annualrevenue from each item
with_flags map
Extract properties.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
Settings 3 configurable

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

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

About

Tags

hubspot accounttierrevenueengagementhubspot

Details

12 steps 3 configurable settings recipe_id: classify-account-tiers-hubspot