Job changes and CRM cleanup

Use this workflow when your CRM has stale contacts or you want to find former champions at new companies. It replaces the old job change alerts, CRM cleaning, and CRM job change detector pages. The workflow compares the contact you have with the contact’s current public profile, updates the record, and creates a re-engagement list when the move matters.

When to use it

Clean stale CRM contacts before a campaign
Find former champions who moved to new companies
Detect contacts who left active opportunities
Refresh work emails after a move
Route changed contacts to the right owner

Run it from an agent

/deepline-gtm Check contacts.csv for job changes. For changed contacts, enrich the new company, find the new work email, and write job-changes.csv with old company, new company, new title, new email, evidence, and recommended action.

With Codex:

codex "Check contacts.csv for job changes and produce a CRM cleanup file with new employer, new title, new work email, and evidence."

Workflow

Load contacts

Start from a CSV or CRM export. LinkedIn URLs improve matching and reduce false positives.

Check current employment

Compare the stored company and title with the current profile or enrichment result.

Classify the change

Separate new-company moves, title changes, promotions, possible stale records, and no-change results.

Enrich the new context

For confirmed movers, enrich the new company and find a current work email.

Write CRM actions

Output the update action: update record, create task, route to owner, suppress from campaign, or add to re-engagement.

Output schema

Column	Description
`contact_name`	Contact from the input
`old_company`	Company stored in CRM or input
`new_company`	Current company when a move is detected
`old_title`	Stored title when available
`new_title`	Current title when available
`new_email`	New work email when found
`job_change_status`	`moved`, `title_changed`, `possible_change`, or `no_change`
`evidence_url`	Source used to support the change
`crm_action`	Suggested CRM update or campaign action

Useful variants

Quarterly CRM cleanup

/deepline-gtm Pull contacts not updated in 90 days from HubSpot. Check job changes, validate work emails, and write a cleanup report with recommended CRM actions.

Champion tracking

/deepline-gtm Check closed-won contacts from the last 24 months for job changes. If a champion moved to an ICP-fit company, find the new email and route the account to the original owner.

Pre-campaign suppression

/deepline-gtm Before this outbound campaign, check campaign-list.csv for invalid emails and contacts who no longer work at the listed company. Return a send-safe file and a suppressed file.

Quality rules

Require LinkedIn URLs for high-value runs when possible.
Treat company-name mismatch as a lead, not proof. Check the domain or profile.
Keep no-change rows in the audit file so the run is inspectable.
Do not overwrite CRM fields automatically unless the prompt explicitly asks for updates.
Re-engage only when the new company is a fit.

Getting started

Tutorials

How-to guides

Explanations

Real-world examples

Reference

Job changes and CRM cleanup

When to use it

Run it from an agent

Workflow

Output schema

Useful variants

Quarterly CRM cleanup

Champion tracking

Pre-campaign suppression

Quality rules

​When to use it

​Run it from an agent

​Workflow

​Output schema

​Useful variants

​Quarterly CRM cleanup

​Champion tracking

​Pre-campaign suppression

​Quality rules

​Related pages

When to use it

Run it from an agent

Workflow

Output schema

Useful variants

Quarterly CRM cleanup

Champion tracking

Pre-campaign suppression

Quality rules

Related pages