CRM
Flag Orphaned Contacts With No Linked Account
Scheduled sweep that finds Salesforce contacts whose account is missing, deleted, or disconnected from the corporate hierarchy and files a triage ticket so they get re-parented…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery Salesforce for contacts with missing/merged accountSalesforce
- LogicBranch on clear domain re-match vs manual review
- ActionWrite orphans + suggested fix to Airtable triageAirtable
- OutputSend orphan digest to SlackSlack
What it does
This workflow scans your Salesforce contacts for records that have lost their account anchor: a null AccountId, an account that was merged away, or an account that sits outside any parent/child family. It collects these orphans, scores how reachable each still is, and opens a triage record so ops can reattach them.
When to use it
Use it after account merges, deletions, or a hierarchy rebuild, when contacts silently detach and stop appearing in account-based reports or campaigns. Marketing and RevOps want zero orphaned contacts before each quarter's segmentation run.
How it works
- 1A weekly schedule fires the run.
- 2Query Salesforce for contacts whose AccountId is null or points to an inactive/merged account.
- 3For each orphan, attempt a re-match by email domain against active accounts.
- 4Branch: auto-suggest a parent account when one clear domain match exists; otherwise mark for manual review.
- 5Append all orphans with their suggested fix to an Airtable triage base.
- 6Send a Slack digest with counts by reason and a link to the triage queue.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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