This play runs on a scheduled cadence, scans Salesforce accounts, retrieves company-level signals from Lusha (such as contact promotions), and updates Salesforce account records when role changes are detected.
Instead of relying on stale titles or manual updates, Salesforce stays aligned with real-world changes in seniority—so sales teams can re-engage the right people at the right time.
Job changes and promotions are powerful buying signals—but they’re easy to miss. When a contact moves into a decision-making role, that window of opportunity is short.
This play automatically captures those moments and updates Salesforce accordingly, ensuring reps always know who gained influence and when.
Ensure active connections for:
Adjust how often the recipe runs:
Tip: Avoid daily runs unless you have a clear use case—signals don’t change hourly.
In the Salesforce search step, scope accounts by:
This keeps signal monitoring focused and cost-efficient.
Identify companies using:
Retrieve signal types such as:
The workflow checks:
If true → update Salesforce
If false → skip and move on
You can extend this logic to:
Map signal data to:
Run the recipe manually and confirm:
The goal: Buying power changes fast. This play ensures Salesforce reflects who actually has influence today, not who had it six months ago—so sales teams engage with perfect timing.
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
