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
Workflow
1
Load contacts
Start from a CSV or CRM export. LinkedIn URLs improve matching and reduce
false positives.
2
Check current employment
Compare the stored company and title with the current profile or enrichment
result.
3
Classify the change
Separate new-company moves, title changes, promotions, possible stale
records, and no-change results.
4
Enrich the new context
For confirmed movers, enrich the new company and find a current work email.
5
Write CRM actions
Output the update action: update record, create task, route to owner,
suppress from campaign, or add to re-engagement.
Output schema
Useful variants
Quarterly CRM cleanup
Champion tracking
After this workflow confirms a move, use champion tracking to verify the prior relationship, new-account status, and owner before drafting any re-engagement.Pre-campaign suppression
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.
- Preserve the existing account owner and campaign suppression state in the review file; a job change does not authorize reassignment or activation.
- Re-engage only when the new company is a fit.