Trigger automations when someone changes jobs

Job changes are powerful signals for growing (and retaining) revenue.

That’s why we released a new feature to help you trigger automations when someone changes jobs.

This helps account executives close new revenue faster, customer success retain key accounts, and revenue operations keep your CRM data squeaky clean. ✨

What are example use cases? 

Here are a few use example cases across sales, customer success, and revenue operations.

Use cases for sales

As an account executive, you may want to trigger automation when someone leaves their company.

• Signal: The biggest champion at an account you’ve been working on for 4 months leaves the company. You need to find the new champion so you don’t lose a point of contact at that account, allowing the opportunity to slip.‍
• Trigger: Send a message on LinkedIn congratulating your former champion on their new role. Ask them who to follow up with and/or suggest that they use your product in their new role.

Or when someone joins a new company.

• Signal: A new executive joins a target account you’ve been prospecting for the past 2 months. You have a unique opportunity to build a relationship early while they’re getting established in their new role. 
• Trigger: Send email to their new company email address. Since they joined recently, your email is less likely to get lost in the noise.

Use cases for customer success

As an CSM, you may want to trigger automation when someone leaves their company.

• Signal: Your biggest power user left the company and the renewal is coming in 90 days. You risk losing the account to a non-renewal if they don’t find a new power user for your product.
• Trigger: Trigger an alert on Slack to the CSM that power user left the company.

Or when someone joins a new company.

• Signal: A new SVP of Growth joins one of your accounts who used to work at your primary competitor. You risk losing the account given historical bias the new executive might have given familiarity with other tools. 
• Trigger: Send a message on LinkedIn congratulating them as a way to build rapport early into their new role.

Use cases for revenue operations

As a revenue operations lead, you may want to trigger automation when someone leaves their company.

• Signal: There are 3 key contacts listed at an account who no longer work there. Sales or customer success lose trust in the data for who is actually at the company. 
• Trigger: Automatically keep your CRM updated with contacts who are actually working at target accounts.

Or when someone joins a new company.

• Signal: A new executive joins a Tier 1 account for your top sales rep. Your sales team should always know of important changes for their key accounts. ‍
• Trigger: Automatically keep your CRM updated when a new senior contact joins a target company.

How does it work?

You can trigger countless workflows with Job Change Signals (in Beta) when key contacts switch companies. Here's how it works:

1. Set Up: Create a table in Clay with LinkedIn profiles of the people you want to monitor. Optionally, include a column for the last recorded company URL.
2. Monitor Changes: On Clay, create a new table and click “Watch for Job Changes.” Link it to the people table you want to monitor and (optionally) their last recorded company.
3. Custom Workflow Triggers: From here you can 1) easily integrate with your existing workflows or set up new ones, 2) automate email drafts and other notifications based on job changes, and 3) enable/pause the signal as needed to refine your workflow.

For now, you can monitor up to 1,000 people in 3 different tables (3,000 total). There’s no add-on charge for this feature while we iterate with your feedback in beta. Please share your product feedback here.

If you need help, ask in our free Slack community or hire a Clay expert.