This Workato recipe checks your Salesforce contacts for promotions on a schedule you set. When Lusha detects a promotion, it updates the contact in Salesforce and sends a Slack alert, so your team can reach out while the new role is still fresh.
Get alerts when your contacts are promoted
Why track contact promotions?
A promotion is one of the strongest signals in B2B sales. When a contact moves into a more senior role, they often get new priorities, a bigger budget, and more reason to evaluate vendors.
Most teams only find out months later. This recipe makes sure your team hears about it and can act on it.
What this workflow does
- Runs on a schedule, every two months by default, or monthly or quarterly
- Checks the Salesforce contacts you choose, like open opportunities, active customers, or strategic accounts
- Finds promotions and seniority changes with Lusha Signals
- Updates the contact in Salesforce with the new title, seniority, and promotion date
- Sends a Slack alert with the old and new role, a Salesforce link, and the account owner
How to set it up
01
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
02
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
03
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.
04
Configure Lusha signal retrieval
Identify contacts using:
- LinkedIn URL
- Email address
- Full name + company
Retrieve signals such as:
- Promotions
- Seniority changes
05
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
06
Configure Salesforce updates
Write back fields like:
- Updated job title
- Seniority level
- Last promotion date
- Custom “Promotion Detected” flag
07
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.
FAQ
Use this Workato recipe. It checks your contacts for promotions with Lusha Signals and sends a Slack alert when it finds one.
Every two months by default. You can change it to monthly for strategic accounts or quarterly for the rest.
The ones you choose, for example, contacts on open opportunities, active customers, or named accounts.
Yes. You can set it to alert only on Director-level promotions and above.
The contact’s name and company, their old and new role, a link to Salesforce, and the account owner or CSM.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
