SALES
Champion Job-Change Verifier via Bounce plus Web Enrichment
When a champion's email bounces, enriches the web to confirm they changed jobs, records the new role, and opens both a follow-the-person and a backfill-the-account play.
How it runs
The automated pipeline, trigger to output.
- TriggerGmail hard-bounce on tracked contactGmail
- ActionSearch web for contact's new employer and titleExa
- LogicBranch on confident job-change match
- ActionLog new role and create follow-the-champion dealHubSpot
- ActionFlag original account for new anchor contactHubSpot
- OutputNotify rep with new-logo lead and at-risk accountSlack
What it does
A bounce alone doesn't tell you where your champion went. This workflow takes a bounced contact, runs an Exa web search to find their new company and title, and writes the finding back to HubSpot. It then splits into two plays: chase the person at their new employer (warm intro, new logo) and stabilize the existing account with a fresh anchor contact.
When to use it
Use it when champion turnover is your biggest silent pipeline leak and you want every departure to generate a new opportunity rather than just a closed-lost. Best for teams that sell to roles that move often.
How it works
- 1A Gmail hard-bounce on a tracked contact starts the flow.
- 2Exa searches the web for the contact's current employer and title.
- 3A branch checks whether a confident job-change match was found.
- 4If confirmed, HubSpot logs the new role and creates a "follow the champion" deal at the new company.
- 5HubSpot also flags the original account as needing a new anchor contact.
- 6Slack notifies the rep with both the new-logo lead and the at-risk account.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ExaNeural search across the web.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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