Alert your sales team when a contact changes jobs

Tracks when past customers or prospects change jobs and automatically alerts your sales team.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"tracked contact changes jobs"]:::trig s0["detect the job change"]:::task s1["identify new company"]:::task trig --> s0 s0 --> s1 gx{"+ who to notify"}:::gate s1 --> gx p00["send slack alert"]:::task gx -->|"notify sales team"| p00 p10["add salesforce task"]:::task gx -->|"create follow-up task"| p10 p00 --> out p10 --> out out[/"sales team alerted with follow-up task"/]:::out pay{{"timely reconnection with warm contact"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineMessaging & NotificationsAPI & Webhook Integration
Connects
LoneScaleSalesforceSlack

The problem it solves

A great contact moves to a new company and you have no idea until months later, missing a fresh opportunity to reconnect. Keeping tabs on every past customer's career moves by hand just isn't realistic.

Who it fits

A sales team that wants to reconnect with past customers and warm contacts when they change roles.

How it works

  1. A tracked contact changes jobs
  2. The system detects the change and identifies the new company
  3. A Slack alert notifies the sales team
  4. A follow-up task is created on the rep's to-do list in Salesforce
What you get

Job changes spotted the moment they happen

You learn the moment a past customer or prospect changes jobs, so your team can reach out while the timing is still fresh.

What you get

A Slack alert and a Salesforce task so a rep can follow up with the contact at their new company.

What you need

A LoneScale account, a Salesforce account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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