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Company size bucket property from employee count

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Company6 stepsUpdated for HubSpot seat pricing
OutcomeEvery company with a known employee count gets sorted into one of a handful of standard size buckets, so segmentation and reporting group accounts consistently instead of everyone picking their own number ranges in each report.
Workflow mapdata-quality-026
Number of employees known or changed leads to Employee count range. Employee count range leads to <= 10: Bucket: 1-10; <= 50: Bucket: 11-50; <= 200: Bucket: 51-200; <= 1000: Bucket: 201-1000; > 1000: Bucket: 1000+. Number of employees known or changed Employee count range <= 10 Bucket: 1-10 <= 50 Bucket: 11-50 <= 200 Bucket: 51-200 <= 1000 Bucket: 201-1000 > 1000 Bucket: 1000+
Number of employees known or changed leads to Employee count range. Employee count range leads to <= 10: Bucket: 1-10; <= 50: Bucket: 11-50; <= 200: Bucket: 51-200; <= 1000: Bucket: 201-1000; > 1000: Bucket: 1000+. Number of employees known or changed Employee count range <= 10 Bucket: 1-10 <= 50 Bucket: 11-50 <= 200 Bucket: 51-200 <= 1000 Bucket: 201-1000 > 1000 Bucket: 1000+

When to use it, when not to

Use it

  • Use it when reports, lists, or lead routing need to group companies by size bucket, such as "SMB", "Mid-market", "Enterprise", rather than filtering on a raw number every time.
  • Use it once your team has agreed on the actual bucket boundaries; building this before that conversation just encodes someone's guess.
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Skip it

  • Do not use it if Number of employees is rarely populated on your company records; a bucket built on mostly-blank data adds a property without adding real segmentation value. Consider data-quality-023's enrichment fallback pattern first.
  • Do not use it as a replacement for the raw Number of employees value in reports that need precision; keep both properties, the bucket is a convenience layer on top.
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The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 7 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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