CRM
Champion Job-Change Account Mapping Refresh
On demand, audits all champions across your CRM, detects every recent job change.
How it runs
The automated pipeline, trigger to output.
- TriggerManual trigger starts the full audit
- ActionRead champion roster from AirtableAirtable
- ActionExa resolve current employersExa
- LogicDetect movers and cross-reference HubSpot accountsHubSpot
- ActionRewrite champion-to-account mapping in AirtableAirtable
- OutputSlack alert for movers inside current pipelineSlack
What it does
This is a bulk reconciliation pass. It checks your full champion roster for job changes, then rebuilds an authoritative champion-to-company mapping in Airtable. Crucially, it flags any champion who moved into an account you already sell to or are pursuing, because that is an instant warm intro you should not miss.
When to use it
Run it quarterly or before a planning cycle when your champion data has drifted and you want one trustworthy map of where your advocates actually work today, with overlap against your existing book surfaced automatically.
How it works
- 1A manual trigger kicks off the full audit run.
- 2It reads the complete champion roster from Airtable.
- 3An Exa search resolves each champion's current employer.
- 4A logic step detects movers and cross-references new employers against existing HubSpot accounts and open deals.
- 5It rewrites the corrected champion-to-account mapping back into Airtable.
- 6It posts a Slack alert listing movers who landed inside your current pipeline or customer base.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.