MARKET RESEARCH
Leadership-Hire Deal Trigger
Watches for senior or executive job postings at target accounts, infers the budget or initiative they signal, and creates a flagged opportunity in HubSpot for sales to act on.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionScrape target-account career pagesApify
- LogicFilter to new director-and-above reqs
- ActionInfer initiative and outreach angleOpenAI
- ActionCreate flagged opportunity recordHubSpot
- OutputNotify account ownerSlack
What it does
A new VP or director req at a target account is a buying signal — it usually means budget, a new mandate, and an incoming decision-maker. This workflow scans your target accounts' senior and executive postings, identifies fresh leadership reqs, infers the initiative behind each one, and routes it to sales as a flagged opportunity instead of a passive note.
When to use it
Use it for account-based selling when leadership changes at named accounts predict purchases — for example a new "VP of Data" signaling a platform spend, or a "Head of Security" signaling a compliance project. It turns a hiring event into a timed outreach trigger.
How it works
- 1A daily schedule fires the run.
- 2Apify scrapes target-account career pages for current openings.
- 3A logic step filters to director-and-above postings not seen in prior runs.
- 4OpenAI infers the initiative and likely budget area each leadership hire implies and drafts a tailored outreach angle.
- 5The pipeline creates or updates a flagged opportunity record in HubSpot with the role, inference, and suggested angle, then notifies the account owner in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect ApifyActors, scrapers, datasets.
- 2Connect OpenAIModels, embeddings, files.
- 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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