Identify and Assign Target Accounts in HubSpot

[juromano]

PURPOSE & USE CASE

This company-based workflow identifies and assigns the right companies in the customer portal as Target Accounts and further segments them by Ideal Customer Profile Tier based on additional criteria. This is useful for customers who want to begin identifying best fit companies for an ABM strategy implementation, and continue to automatically add companies that fit the criteria moving forward.
HOW IT WORKS

1. Company-based workflow > Start from Scratch
2. Enrollment trigger = Company properties:
   1. Annual Revenue is greater than or equal to $100,000,000
      • AND
   2. Number of Employees is greater than or equal to 500
      • AND
   3. Industry is any of Engineering; Information Technology; etc.
      • AND
   4. Contact property: Lifecycle Stage is none of Customer; Evangelist
3. Add Action: Set Property Value
   1. Change company property value of “Target Account” property to “True”
4. Add Action: If/Then Branch
   1. Branch 1 = “Ideal Customer Profile Tier 1”
      1. Company property: Company Score is greater than or equal to 75
      2. Add Action after saving branch: Set Property Value of Company property “Ideal Customer Profile Tier” to “Tier 1”
   2. Branch 2 = “Ideal Customer Profile Tier 2”
      1. Company property: Company Score is between 26 and 74
      2. Add Action after saving branch: Set Property Value of Company property “Ideal Customer Profile Tier” to “Tier 2”
   3. Branch 3 = “Ideal Customer Profile Tier 3”
      1. Company property: Company Score is less than or equal to 25
      2. Add Action after saving branch: Set Property Value of Company property “Ideal Customer Profile Tier” to “Tier 3”

NOTES ON CONFIGURATION
Allow Re-enrollment?: No

Custom properties:

• Company Score (like Lead Score)
• Option to use other criteria here instead of a score! This is just a framework.

Associated workflows: Option to create additional nurture workflows per ICP Tier

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Date last updated: February 15 2024

[NickSigmaLTX]

Nice! I was just looking to build this.