This play runs on a recurring schedule, scans Salesforce contacts, retrieves role-change and authority signals from Lusha, and automatically creates follow-up tasks, updates contact records, and notifies teams in Slack when key contacts gain seniority.
The result: expansion and upsell opportunities surface the moment buying power increases—without relying on reps to notice role changes manually.
Upsell timing is everything. When a contact is promoted or gains authority, budgets, priorities, and vendor openness often change—but those moments are easy to miss.
This play turns role changes into actionable expansion signals, ensuring your sales or CS teams re-engage accounts precisely when influence shifts.
Ensure active connections for:
Default cadence:
You can adjust this to:
In the Salesforce search step, scope contacts by:
This keeps signal checks focused and relevant.
Identify contacts using:
Retrieve signals such as:
The workflow checks:
If true → proceed with actions
If false → stop the job
You can refine this to:
Create a task such as:
Write back:
This preserves signal history in CRM.
Post messages like:
The goal: Expansion happens when influence shifts. This play ensures your team never misses those moments—by turning contact promotions into automatic, revenue-driving actions.
One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.
