CRM
Detect Buyer Reorgs and Re-map Stakeholders in Salesforce
Watches key accounts for org-chart changes (departures, title changes, new hires) and automatically re-maps the buying committee in Salesforce.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule over key-account list
- ActionScrape current org/title data for known contactsApify
- ActionDiff fresh roster vs. Salesforce contact rolesOpenAI
- LogicSplit confirmed changes from low-confidence guesses
- ActionUpdate contacts, roles, and inactive flagsSalesforce
- OutputSend proposed stakeholder map to rep for approvalSlack
What it does
Monitors your top Salesforce accounts for organizational changes on the buyer side. When a champion leaves, gets promoted, or a new VP appears in a target department, it updates Salesforce contact roles, marks departed contacts inactive, and drafts a refreshed stakeholder map for the rep to approve.
When to use it
Run this on strategic and named accounts where a single reorg can stall a deal or break an expansion. It is built for AEs and account managers who lose deals because the buying committee shifted and nobody noticed until the next QBR.
How it works
- 1A weekly schedule fires for every account on the key-account list.
- 2Apify scrapes current LinkedIn org/title data for known contacts and the target department.
- 3The agent diffs the fresh roster against existing Salesforce contacts and contact roles to find departures, promotions, and net-new decision makers.
- 4A logic branch separates confirmed changes from low-confidence guesses.
- 5Salesforce is updated: departed contacts flagged inactive, roles re-assigned, new contacts created as draft.
- 6A Slack summary goes to the owning rep with the proposed new map for one-click confirmation.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ApifyActors, scrapers, datasets.
- 3Connect OpenAIModels, embeddings, files.
- 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.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
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.