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Verifying Employee Status in CRM: Workflow & Formula Guide
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?
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?
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.
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!
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.
I've added a quick snippet of how to navigate this below:
Hope this helps!
Hey Nicole - on your first question, I believe company domain will be a better option than company name itself. I can also recommend using a "Use AI" column to do a check for each row using one of the cheaper models, although this will cost credits.
On your second point - I believe that you should have access to this feature. When creating the pull from Hubspot there should be a toggle (as attached in the screenshot below) that says "Update Existing Rows" Hope this helps!
Hey Nicole! My mistake, to access that feature you can do-so when creating a custom signal. I've attached a quick snippet of this below, but when you toggle the "Update Outdated records" the dropdown to select existing companies should pop up. Hope this helps!
Hey Nicole! I've just confirmed with the team. The maximum pull we can do for job changes is 12 months as denoted by the selection made when creating the signal. Hope this helps!
