Track contact promotions and create new opportunities
This play listens for contact promotion signals from Lusha, identifies when existing contacts move into decision-making roles, and syncs those signals directly into HubSpot. Once detected, HubSpot records are updated and targeted upsell or expansion workflows can be triggered automatically.
The result: your team acts the moment buying power changes—without relying on manual LinkedIn checks or stale CRM data.
Why this works
Promotions often unlock budget, authority, and new priorities. But by the time teams notice, the opportunity window may already be closing.
This play turns career progression into real-time intent, ensuring HubSpot reflects who now has influence—and automatically launching the right expansion motion at the right time.
What you get
- Real-time promotion detection via Lusha Signals
- Automatic HubSpot contact updates when seniority changes
- Instant activation of upsell or expansion workflows
- Cleaner targeting based on real authority, not old titles
- Faster expansion timing across customer and pipeline accounts
How to set it up
Connect your apps in Make
Ensure active connections for:
- Lusha: access to contact-level promotion signals
- HubSpot: permission to update contacts, companies, and opportunities
Configure promotion detection
Set which signals should trigger actions:
- Promotions to Director+, VP, or C-level
- Role changes tied to buying authority (Finance, IT, RevOps, Security, etc.)
Map signals to HubSpot fields
Update fields such as:
- Current job title
- Seniority level
- Promotion date
- Custom “Decision Maker Detected” flag
These fields power downstream targeting.
Trigger HubSpot workflows
Use the updated fields to:
- Enroll contacts into upsell or expansion workflows
- Notify account owners or CSMs
- Create follow-up tasks or opportunities
Test end-to-end
Simulate a promotion signal and confirm:
- Contact record updates in HubSpot
- Correct workflow or opportunity is triggered
- Owners are notified as expected
What to do next
- Create congratulatory sequences: Launch personalized “congrats on the promotion” outreach tied to expansion plays.
- Segment by authority level: Trigger different workflows for Director vs. VP vs. Exec promotions.
- Combine with account signals: Layer promotions with funding, hiring, or tech-change signals for stronger intent scoring.
- Track expansion impact: Measure pipeline and revenue influenced by promotion-based triggers.
- Standardize across teams: Use the same logic for Sales, CS, and Partnerships expansion motions.
The goal: Buying power doesn’t stay static. This play ensures HubSpot reflects who has authority right now—and automatically turns contact promotions into timely, revenue-driving expansion opportunities.
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