CRM
Catch Promotions in the Buying Committee and Update Influence Scores
Detects title changes and promotions among mapped contacts on key accounts, updates their role and influence on the Salesforce opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule pulling active opps and mapped contactsSalesforce
- ActionCheck current titles against fileApify
- LogicIsolate meaningful promotions and authority shifts
- ActionRe-score influence and recommend strategyOpenAI
- ActionUpdate contact roles and influence fieldsSalesforce
- OutputNotify rep of buying-power changesSlack
What it does
Tracks promotions and lateral moves within the existing buying committee rather than just departures and new hires. When a known contact gains authority or moves into the budget seat, it updates their contact role and influence on the opportunity and flags the change for the rep.
When to use it
Use this on active deals where knowing who now holds the budget is the difference between advancing and stalling. It is for reps who want their influence map to stay accurate as people climb inside the account.
How it works
- 1A schedule pulls active opportunities and their mapped contacts from Salesforce.
- 2Apify checks each contact's current title against what is on file.
- 3A logic branch isolates meaningful promotions and authority-changing moves.
- 4OpenAI re-scores influence and recommends how to adjust the deal strategy.
- 5Salesforce contact roles and influence fields are updated on the opportunity.
- 6A Slack note tells the rep whose buying power changed and what to do next.
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.
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Reassign a departed rep's open pipeline by territory
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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.
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