LEAD GENERATION
Catch champion job changes and trigger a new-account play
Detects when a known champion or past buyer shows up in a new company's job posting or hiring page, then creates a warm-intro play in HubSpot to pursue the company they moved to.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule fires on a regular cadence
- ActionPull known champions and past buyers from HubSpotHubSpot
- ActionSearch new-employer mentions with ExaExa
- LogicConfirm a real job change; drop false matches
- ActionCreate a warm-intro account play in HubSpotHubSpot
- OutputNotify the original owner in SlackSlack
What it does
Tracks your relationship graph against fresh hiring activity. When someone who championed you before appears at a new company, whether they are the hiring manager on a posting or a newly listed leader, that company becomes a warm expansion target. This workflow catches that move and turns it into a play.
When to use it
Use this to mine your existing relationships for new-logo opportunities, capitalizing on the fact that a known champion at a new company is one of the highest-converting signals in B2B.
How it works
- 1A schedule fires the run on a regular cadence.
- 2The flow pulls your list of known champions and past buyers from HubSpot.
- 3Exa searches recent job postings and company pages for those people's names at new employers.
- 4A logic step confirms a genuine company change and discards stale or false matches.
- 5For each confirmed move, the flow creates a new-account play in HubSpot referencing the prior relationship.
- 6Slack notifies the original account owner so they can reach out with a warm intro.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 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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