What it does
Use when a user mentions "job change detection workflow", "decision-maker movement", "champion job change", or asks for related help. Detect when a decision-maker at a customer account changes jobs (via enrichment refresh or LinkedIn signal). Branches into two plays — (a) re-establish at old account (find replacement, AE task) and (b) pursue at new account (warm intro opportunity, SDR task). The classic 'follow your champion' play.
You get
Workflow
Workflow produced by this recipe.
step
Workflow Step produced by this recipe.
How it works
Build the Job-Change Workflow
Create WorkflowCreate a workflow
Daily Enrichment Refresh for Key Contacts
configure_workflow_wait_until_stepConfigure scheduled trigger: every Monday morning, scan all contacts marked as
Refresh Contact Enrichment
configure_enrich_stepConfigure enrich step that refreshes employment data for tracked contacts. Most providers (Clearbit, Apollo, LinkedIn-feeds) flag when an email-domain → company mapping changes — that
Branch by Account Relationship
configure_workflow_branch_stepBranch: was the contact at a CUSTOMER account, OPEN-DEAL account, or PROSPECT account? Each gets different downstream treatment. Customer → champion-departure rescue. Open-deal → urgent multi-threading. Prospect → warm-follow at new company.
Old-Account: Find Replacement Contact
configure_ai_research_stepAI research step on the customer/deal branch: scrape the old company
Old-Account: Create CSM/AE Task
configure_create_task_stepCreate urgent task for the assigned CSM (customer) or AE (open deal):
New-Account: Match or Create
configure_find_records_stepFind-records step on the departed-to-new-company branch: is the new company already in our CRM? If yes — link the contact, surface the relationship to the assigned AE. If no — create new Account + contact record with
New-Account: Create SDR Task
configure_create_task_stepCreate SDR task for the new-company outreach:
Validate and Publish
publish_workflowValidate and publish. Monitor: job-change detection volume per quarter, old-account-save rate (champion-departure deals that DIDN
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