The benefit of filter(s) is that it ensures job change results are only created when the contact is relevant to your sales team and worth activating.
For example, if a former CMO from a customer account starts a new role as a Farmer, you likely want to archive the contact rather than take action. By applying filters, you can easily manage this type of scenario and avoid unnecessary engagement.
To use LoneScale like a pro, we advise you to read:
#1 -> the connexion guide
#2 -> the setup integration guide for salesforce or hubspot
#3 -> the use case
1️⃣ Go to your CRM (Salesforce or HubSpot) settings
2️⃣ Go to CONTACTS - JOB CHANGES
3️⃣ Create your filter(s)
Create one or multiple filters to define what happens when a company job change is detected:
If your scenario involves creating a new record and archiving the previous one:
• Create a New Contact
• Create a New Lead
• Optionally, Create a New Company if the new employer doesn’t exist yet in your CRM.
If your scenario involves updating an existing record when a job change occurs:
• Update the Contact
• Update the Lead
To create a filter, you can use:
your personas
your account segments
and the number of months a contact has been in their new role
💡 ⚠️ Pro tips
If you’ve set up enrichment for contacts with job changes, it won’t be triggered if those contacts are filtered out by your job change filters.
Still have questions?
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