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.
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.
Ensure active connections for:
Default cadence:
You can adjust this to:
In the Salesforce search step, scope contacts by:
This keeps monitoring focused and signal-efficient.
Identify contacts using:
Retrieve signals such as:
The recipe checks:
You can refine this logic to:
Write back fields like:
Post messages including:
The goal: Promotions create opportunity. This play ensures your team hears about them first—and acts while the moment is still warm.
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
