Routines / Contact Job Change Alerts
Contact Job Change Alerts
Every day Jane checks the client contacts and placed people in your applicant tracking system and client database for a move to a new company. When someone moves, she updates the client database record and gives the rep who owns the relationship a note to reconnect in chat.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
LinkedIn
Gmail
Outlook
Slack
- 1
A contact starts a new job
Every day Jane checks the client contacts and placed people in your applicant tracking system and client database for anyone who has started at a new company.
- 2
Jane updates the client database
When someone moves, Jane checks whether the new company is already a client, reads your full history with that contact and updates the record with the new company and title.
- 3
The rep gets a reconnect note
Jane gives the rep who owns the relationship a note in chat to reconnect with the contact at the new company.
Questions about Contact Job Change Alerts
What does the Contact Job Change Alerts routine do?
It watches your client contacts and the people you placed, tells the owning rep when one of them starts at a new company, and drafts a note to reconnect for the rep to approve.
Who is on the watch list?
Client contacts and placed candidates from your ATS and CRM. You can add other groups, such as past hiring managers or people who referred work to you.
Does Jane message the contact on her own?
No. She drafts the note for the rep who owns the relationship, and nothing is sent until that rep approves it.
Can we change who gets told?
Yes. By default the owner of the contact or the account hears first. You can route moves into new accounts to a sales lead instead.