Get Alerted When Key Contacts Change Jobs
The problem
Your champion at a customer changes jobs. By the time you notice, they have already bought a competitor.
Implementation steps
- 1
Export list of key contacts (customers, champions, pipeline contacts) from HubSpot to Clay
- 2
Set up Clay automation to check LinkedIn profiles weekly for job changes
- 3
Use Claygent to visit profile and extract current company
- 4
Compare to company stored in HubSpot
- 5
If different, post alert to Slack #job-changes channel with old company, new company, and AE owner
Template outline
The structure to recreate in your own workspace. Field names and thresholds are starting points.
Clay Table (scheduled weekly):
1. HubSpot import: Contacts tagged "VIP" or "Champion"
2. Claygent: Visit LinkedIn profile URL
3. Extract: Current company name
4. Compare: Current company vs. HubSpot company
5. Filter: Only where companies differ
6. Zapier: Post to Slack
- "🚨 {{name}} moved from {{old_company}} to {{new_company}}. Owner: {{AE}}"
7. HubSpot: Update company field and add noteKeep going
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