This Make scenario tracks promotion signals from Lusha and flags when your existing contacts move into decision-making roles. It updates the contact in HubSpot and can trigger upsell or expansion workflows, so your team acts when buying power changes.
Track contact promotions and create new deals in HubSpot
Why track contact promotions?
A promotion often brings new budget, authority, and priorities. But by the time most teams notice, the best time to reach out may have passed.
This scenario catches those moments for you. HubSpot shows who has influence now, and the right expansion workflow starts automatically, with no manual LinkedIn checks.
What this workflow does
- Tracks promotions to Director, VP, and C-level roles
- Tracks role changes tied to buying authority, like Finance, IT, RevOps, or Security
- Updates the contact in HubSpot with the new title, seniority, and promotion date
- Adds a “Decision Maker Detected” flag that HubSpot workflows can use as a trigger
- Enrolls contacts in upsell or expansion workflows, notifies the account owner, and creates follow-up tasks or deals
How to set it up
01
Connect your apps in Make
Ensure active connections for:
- Lusha: access to contact-level promotion signals
- HubSpot: permission to update contacts, companies, and deals
02
Choose which contacts to monitor
Set the scenario to run on a schedule (for example, weekly), and choose which HubSpot contacts to check, like customers, contacts on open deals, or named accounts.
03
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.)
04
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.
05
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 deals
06
Test end-to-end
Simulate a promotion signal and confirm:
- Contact record updates in HubSpot
- Correct workflow or deal 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.
FAQ
Use this Make scenario. It syncs Lusha promotion signals to HubSpot and updates the contact when someone moves into a more senior role.
Promotions to Director, VP, and C-level roles, and role changes tied to buying authority.
The contact is updated, and you can trigger workflows, like enrolling the contact in an expansion sequence, notifying the owner, or creating a deal.
Yes. You can trigger separate workflows for Director, VP, and executive promotions.
Yes. It works for contacts at both customer and pipeline accounts.
Ready to run this?
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
