Verifying Employee Status in CRM: Workflow & Formula Guide

Nicole B. · 2025-07-16T22:47:16.743Z

How can I verify from an old list if the person still works at the company in my CRM or not? Is there a workflow or formula for this?

Verifying Employee Status in CRM: Workflow & Formula Guide | Clay

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Yes, there are several ways to verify if people from your old list still work at their companies: Track Job Changes Feature: Use our "Track Job Changes" signal by providing both the "Person LinkedIn URL" and "Company LinkedIn URL" columns. This will generate job change events if the current company differs from the provided one. Template Workflow: We have a "Verify if a person still works at a company" template that uses LinkedIn URLs to check whether contacts have switched jobs. This is perfect for enriching old LinkedIn URL lists. CRM Lookup Method: 1. Use the CRM integration's "Lookup Contact" action 2. Search by email address as the unique identifier 3. Compare the email domain with the company domain using an AI formula to confirm the contact belongs to the target organization Job Change Tracking: Create formulas to track role changes by enriching LinkedIn profiles and comparing current vs. original company data. For most accurate results, use "Enrich Person from Profile" which pulls real-time data rather than cached information. Which CRM would you like to enrich so I can provide more specific guidance?
Sources: Track Job Changes Verify if a person still works at a company | Clay Push Data To Your CRM [Clay 101] - Clay University Use LinkedIn and formulas to track when a person changes jobs | Clay
Nicole B.
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I am not seeing the option for "track historical" as in the article: Track Historical vs. Future Job Changes Initial Historical Check: If you want to check if a list of contacts still work at the companies you provided, input the "Company LinkedIn Url" (optional) column. If this input is provided, job change events will be generated if the current company is different from the provided one. For example, if you say that Person X was at Company A, we will do a historical check to see if they're still in Company A, and if not, we will produce a Job Change event, regardless of when they started their current job.
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The "track historical" option you're referencing is called "Initial check" in the job change monitoring setup. To access it: 1. Click Actions, then select Monitor for job changes 2. Look for the option to enable Initial check (some versions show this as Update outdated rows) 3. When enabled, this adds a new row if the contact's current company no longer matches your records For the historical check to work, you need both the "Person LinkedIn URL" and "Company LinkedIn URL" columns in your table. The system will generate job change events if the current company differs from the provided one.
Sources: Track Job Changes Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University
Nicole B.
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There also seems to be a broken link here: https://www.clay.com/templates/verify-if-a-person-still-works-at-a-company
Clay
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I can help you report that broken link. To investigate this issue properly, could you please share the specific URL that's not working? You can copy and paste the broken link directly into this chat. This will help us identify what's causing the issue and get it resolved.
Nicole B.
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This is what I see when selecting monitor for job changes: I do not see the option to enable initial check:
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Clay
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The option is called "Update outdated rows" in your interface, not "Initial check." When you click Actions → Monitor for job changes, look for step 3: "Optionally, enable Update outdated rows" - this is the feature that adds a new row if the contact's current company no longer matches your records. The documentation shows both terms are used interchangeably for the same functionality.
Sources: Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University
Nicole B.
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I do not see in step 3 in my interface: look for step 3: "Optionally, enable Update outdated rows"
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The documentation shows different versions of this feature. Some interfaces show "Update outdated rows" in step 3, while others show "Initial check" for the same functionality. If you don't see either option in your interface, this feature may not be available in your current plan or interface version. The historical check functionality requires both "Person LinkedIn URL" and "Company LinkedIn URL" columns to work properly. Try refreshing your browser or checking if your table has the required LinkedIn URL columns set up correctly.
Sources: Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University
Nicole B.
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I don't see either option in my interface. What do I need to do to enable this?
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The "Initial check" or "Update outdated rows" feature requires specific plan access. According to our documentation, this feature is available on Starter, Explorer, Pro, and Enterprise plans. If you don't see this option in step 3 when setting up Monitor for job changes, it may be due to your current plan level or interface version. The feature should appear as either "Initial check" or "Update outdated rows" depending on your interface. To troubleshoot, ensure your table has both "Person LinkedIn URL" and "Company LinkedIn URL" columns, as these are required for the historical check functionality to work properly. If you still don't see the option after checking these requirements, please click "Talk to a person" for further assistance with your specific account setup.
Sources: Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University Monitor for job changes | Documentation | Clay University Track Job Changes
Nicole B.
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https://app.clay.com/workspaces/339088/workbooks/wb_0sz3fhtXTp5R3BSq6gH/tables/t_0sz3fimvBVY9nbFK2tN/views/gv_0szihcyuoBGyU26rWEi
Hari K.
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Hey Nicole! I just took a look and if I'm understanding correctly, you need to check and update necessary company changes for contacts you already have in Hubspot. To achieve this, I'd recommend a few options: 1. The "Monitor Job Changes" Signal for your list of pulled contacts. Once these results are populated into a table, you can set up an "Update" column for Hubspot to automatically update these records 2. More manually, you can enrich each person upon doing a manual pull of the Hubspot data and set up a column to check if the two companies line up. You can then set up a run condition on a Update column for Hubspot to only run if the records do not match.
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I've seen most people with similar cases use option 1 here, so I've attached a quick snippet on how to navigate to this feature. Hope this helps!
Nicole B.
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Thanks! While this is helpful, it only shows me people who have left in the past year. I am looking for anyone who is not at their current company, regardless of when they left. We have some people that may have left in 2023, for example.
Hari K.
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Hey Nicole! Thanks for clarifying - I think that what might be best then is to, after pulling in the list of people from Hubspot and their current companies in their records, to re-enrich the contacts to find their current workplace. You can then set up an Update column to Hubspot that only runs if the names of companies are different.
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I've added a quick snippet of how to navigate this below:
Hope this helps!

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