Templates / RevOps · Triage & route
Tier every account by priority (T1/T2/T3)
Auto-tier every account T1/T2/T3, with the reason written back to HubSpot.
01 Companies
One row per HubSpot company. Account Tier scores each row into T1/T2/T3 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 | Company name | Domain |  Account Tier | Tier | Tier Reason | Update HubSpot Company | |
|---|---|---|---|---|---|---|---|
| HubSpot Co. | Voltio | voltio.com | in/voltio | Tiered | T1 | Top-priority ICP · GTM hiring · in-territory | Updated |
| HubSpot Co. | Lenza | lenza.io | in/lenza | Tiered | T1 | Series B · enterprise SaaS · matches deal profile | Updated |
| HubSpot Co. | Pulsenote | pulsenote.com | in/pulsenote | Tiered | T1 | Funding signal · key persona present | Updated |
| HubSpot Co. | Trackbeam | trackbeam.app | in/trackbeam | Tiered | T2 | Adjacent vertical · smaller ACV expected | Updated |
| HubSpot Co. | Cloud Pivot | cloudpivot.io | in/cloud-pivot | Tiered | T2 | Mid-market · longer sales cycle | Updated |
| HubSpot Co. | Mosaic Labs | mosaiclabs.studio | in/mosaic | Tiered | T3 | Agency model · outside ICP | Updated |
| HubSpot Co. | Northwind | northwind.dev | in/northwind | Tiered | T1 | Enterprise · 250+ emp · CMO change | Updated |
| HubSpot Co. | Brassly | brassly.com | in/brassly | Tiered | T2 | Mid-market · regional fit · 60 emp | Updated |
How the workflow runs
Each step is a Baseloop action chained on a table. Clone the template and the whole sequence runs on your data, no wiring, no glue code.
- 01
Pull every company from a HubSpot list, lifecycle stage, or saved view into Baseloop.
- 02
AI tiers each account into T1, T2, or T3 against your priority rules, fit, intent, ownership, geography, anything you write into the prompt.
- 03
AI writes a one-line reason for the tier so the rep can read the call before they make it.
- 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 this gets you
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.
Integrations used
This workflow connects to 2 Baseloop integrations. Click any to see all its actions.
Build this on Baseloop today
Clone the template and the whole flow runs on your data in minutes. Free to start, no credit card.