Flag job changes in your CRM

Each week it checks CRM contacts not checked in the last month for a job change.

Use this workflowHow it works

6 stepsWeekly check

The workflow diagram

Flag job changes in your CRM: workflow diagramThe 6 steps of this workflow, from its trigger to the final step.Every Monday at 5:00 AM. Scores, schedules and toolsBWWHENTRIGGEREvery Monday at 5:00 AMScores, schedules and toolsNot checked this month?Not checked thismonth?Check for a job change. Paid per resultDATHENCheck for a job changePaid per resultRecord the check. Audiences and recordsBWTHENRecord the checkAudiences and recordsChanged jobs?Changed jobs?Flag the change in your CRM. IntegrationsCRTHENFlag the change in yourCRMIntegrationsStop sequences to the old address. OutreachOUTHENStop sequences to the oldaddressOutreachThis path stops hereThis path stops hereThis path stops hereYesNoYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Each week it checks CRM contacts not checked in the last month for a job change. When someone has moved, it notes the new role and company in the CRM and stops their sequences.

Why it works. Emailing someone at a company they left wastes sends and looks careless, while the move itself is a fresh opportunity.

CRM notes write automatically. Nothing is sent.

How it works

It starts: Every Monday at 5:00 AM, or run on contacts now.

  1. 1

    Not checked this month?

    If yes, it goes on to "Check for a job change". If no, it stops for that person.

  2. 2

    Check for a job change

    Runs a BrandWell data lookup and brings the result back into the workflow.

  3. 3

    Record the check

    Saves what was found onto the record.

  4. 4

    Changed jobs?

    If yes, it goes on to "Flag the change in your CRM". If no, it stops for that person.

  5. 5

    Flag the change in your CRM

    Adds or updates the records in your CRM.

  6. 6

    Stop sequences to the old address

    Stops the sequence so no one is contacted twice.

What you need

  • Workflow Wallet funds for paid lookups
  • Outreach in your BrandWell plan
  • Your CRM
  • An audience

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0.61 typical per 100 people checked, up to $3.01

Free sources run first when they can answer. You see a price before anything paid runs. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Check for a job change

    • Datagma

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