This Zapier workflow uses Lusha Signals to track job changes among your customer contacts. When a champion moves to a new role or a new company, it updates your CRM and triggers the right follow-up, like a Slack alert, a CSM task, or an Outreach sequence. Your team hears about the move as soon as Lusha detects it, not months later.
Track champion job changes
Why track champion job changes?
Customer champions don’t stay in the same job forever. When they leave, teams often find out too late, after the relationship has gone quiet and churn risk has gone up.
This workflow turns every move into a clear next step. You can protect the account they left, reconnect with them in their new role, and open a warm conversation at their new company.
What this workflow does
- Tracks job changes, promotions, and company moves for the contacts you choose, like champions, power users, and executive sponsors
- Flags the original contact as a moved champion, with the date of change
- Creates a new contact at the champion’s new company, with their new title
- Creates a CSM task to find a new champion when someone leaves a customer account
- Alerts sales and triggers outreach when a champion joins a new company
- Works with Salesforce or HubSpot, and sends alerts through Slack, email, or Outreach
How to set it up
01
Configure Lusha signal detection
Add Lusha as the trigger and connect your account with access to contact-level job change signals. Track signals such as:
- Job change
- Promotion
- New company
Optionally filter by:
- Seniority level
- Department (IT, RevOps, Finance, Ops, etc.)
02
Define which contacts to track
Focus on:
- Customer champions
- Power users
- Executive sponsors
You can tag these contacts in your CRM and scope the Zap accordingly.
03
Update CRM records
Keep the original contact on the customer account and mark it with:
- Job change date
- Custom “Champion Moved” flag
Then create a new contact at the champion’s new company, with their new title. This keeps the history on the original account and gives sales a clean record to work from.
04
Trigger tailored follow-up
Based on the signal:
- If champion leaves a customer account:
- Create a CSM task to secure a new internal champion
- If champion joins a new company:
- Notify sales
- Trigger a warm outbound or intro sequence
05
Test end-to-end
Simulate a job change and confirm:
- CRM updates correctly
- Alerts or tasks fire
- No action occurs for irrelevant moves
What to do next
- Create two playbooks: One for retention risk (champion leaves) and one for expansion (champion joins new org).
- Automate congrats outreach: Trigger personalized “congrats on the new role” messages.
- Layer company signals: Combine job moves with funding or growth signals for stronger prioritization.
- Track churn prevention: Measure retention impact when champion moves are handled proactively.
- Standardize across CS teams: Use the same logic for all strategic customers.
The goal: Champions move. Relationships shouldn’t break when they do. This workflow keeps your team one step ahead, turning job changes into retention protection and expansion opportunities instead of surprises.
FAQ
Use this Zapier workflow with Lusha Signals. It watches the contacts you tag in your CRM and triggers follow-up when one of them changes jobs.
Start with customer champions, power users, and executive sponsors. Tag them in your CRM so the workflow tracks only those contacts.
The workflow creates a task for the CSM to find a new internal champion, so the account doesn’t lose its main contact.
Sales gets an alert, and you can trigger a warm outreach sequence to reconnect in their new role.
Yes. You can connect either CRM in Zapier.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
