Templates / RevOps / Account list enrichment

Tier every account by priority (T1/T2/T3)

Auto-tier every account T1/T2/T3, with the reason written back to HubSpot. Sales no longer triages by spreadsheet. Every account in HubSpot has a tier and a one-line reason, owners attack T1s first, T2s second, and skip the T3 noise entirely.

Last updated

Integrations used

01 Companies

One row per HubSpot company. Account Tier scores each row into a tier with a one-line reason, and Update HubSpot Company writes the tier back to the CRM so sales reps see priority alongside every account.

HubSpot Companies logo HubSpot Companies Company name Company Domain Name LinkedIn Company Page Record ID Account Tier logo Account Tier Tier Tier Reason Update HubSpot Company logo Update HubSpot Company
HubSpot Companies logo HubSpot Co. Voltio voltio.com linkedin.com/company/voltio 378544952545 Tiered tier_1 Top-priority ICP · GTM hiring · in-territory Updated
HubSpot Companies logo HubSpot Co. Lenza lenza.io linkedin.com/company/lenza 378335620294 Tiered tier_1 Series B · enterprise SaaS · matches deal profile Updated
HubSpot Companies logo HubSpot Co. Pulsenote pulsenote.com linkedin.com/company/pulsenote 378357304535 Tiered tier_1 Funding signal · key persona present Updated
HubSpot Companies logo HubSpot Co. Trackbeam trackbeam.app linkedin.com/company/trackbeam 378478865601 Tiered tier_2 Adjacent vertical · smaller ACV expected Updated
HubSpot Companies logo HubSpot Co. Cloud Pivot cloudpivot.io linkedin.com/company/cloud-pivot 378455521481 Tiered tier_2 Mid-market · longer sales cycle Updated
HubSpot Companies logo HubSpot Co. Mosaic Labs mosaiclabs.studio linkedin.com/company/mosaic 378455521482 Tiered tier_3 Agency model · outside ICP Updated
HubSpot Companies logo HubSpot Co. Northwind northwind.dev linkedin.com/company/northwind 374642010321 Tiered tier_1 Enterprise · 250 emp · CMO change Updated
HubSpot Companies logo HubSpot Co. Brassly brassly.com linkedin.com/company/brassly 378446567634 Tiered tier_2 Mid-market · regional fit · 60 emp Updated

How does Tier every account by priority (T1/T2/T3) run?

Each step is a Baseloop action on the table. The workflow chains them in order, so the same sequence runs on every row that lands.

  1. 01

    Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.

  2. 02

    AI tiers each account into T1, T2, or T3 against your priority rules, fit, intent, ownership, geography, anything you write into the prompt. The default prompt writes the values as tier_1, tier_2, tier_3 so they slot into HubSpot select fields cleanly; edit the prompt if you want different labels.

  3. 03

    AI writes a one-line reason for the tier so the rep knows why before they pick up the phone.

  4. 04

    Push the tier and reason back to the HubSpot company record. Reps see priority on every account in the same place they already work.

What does Tier every account by priority (T1/T2/T3) produce?

Sales no longer triages by spreadsheet. Every account in HubSpot has a tier and a one-line reason, owners attack T1s first, T2s second, and skip the T3 noise entirely.

Build this on Baseloop today

Build the flow on your data in Baseloop. Free to start, no credit card.