Get alerts when your contacts are promoted
This play runs on a recurring schedule, scans Salesforce contacts, retrieves promotion signals from Lusha, updates the contact record when changes are detected, and sends a Slack alert to notify the team.
Instead of discovering role changes months later, your team gets notified in near real time—so they can re-engage contacts right when influence and budget often shift.
Why this works
Promotions are one of the strongest relationship signals in B2B sales. A contact stepping into a more senior role often means new priorities, fresh vendor evaluations, and higher openness to conversations.
This play ensures those moments never go unnoticed.
What you get
- Scheduled monitoring of Salesforce contacts
- Promotion detection via Lusha Signals
- Automatic Salesforce updates when role changes occur
- Instant Slack alerts for visibility and action
- A consistent system for tracking career changes
How to set it up
Connect your apps in Workato
Ensure active connections for:
- Salesforce: permission to read and update contacts
- Lusha: API access for contact-level signals
- Slack: permission to post messages
Configure the schedule
Default cadence:
- Every 2 months, on the 1st at 1:00 AM
You can adjust this to:
- Monthly for strategic accounts
- Quarterly for long-tail contacts
Define which contacts to monitor
In the Salesforce search step, scope contacts by:
- Open opportunities
- Active customers
- Strategic or named accounts
This keeps monitoring focused and signal-efficient.
Configure Lusha signal retrieval
Identify contacts using:
- Salesforce Contact ID
- LinkedIn URL
- Email address
- Full name + company
Retrieve signals such as:
- Promotions
- Seniority changes
Review conditional logic
The recipe checks:
- Person ID is present (indicating a valid signal)
You can refine this logic to:
- Alert only on Director+ promotions
- Exclude lateral job moves
Configure Salesforce updates
Write back fields like:
- Updated job title
- Seniority level
- Last promotion date
- Custom “Promotion Detected” flag
Configure Slack alerts
Post messages including:
- Contact name + company
- Old role → new role (if available)
- Salesforce contact link
- Account owner or CSM
What to do next
- Create re-engagement tasks: Auto-create Salesforce tasks when promotions are detected.
- Trigger sequences or playbooks: Enroll promoted contacts into congratulatory or expansion sequences.
- Layer with account signals: Combine promotions with funding or hiring signals for stronger intent.
- Track relationship momentum: Report on promotions across key accounts over time.
- Standardize alerts: Use the same play across sales, CS, and partnerships teams.
The goal: Promotions create opportunity. This play ensures your team hears about them first—and acts while the moment is still warm.
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