Overview

Tracking new hires in key positions is a powerful signal for sales teams to engage with target accounts at the right moment. This template demonstrates how to set up a Play in Cargo to detect new hires and automatically enrich, upsert, and route them for follow-up.

How It Works #

This workflow automatically processes new hire signals by:

1. Enriching company data with current information
2. Finding verified email addresses
3. Upserting records in your CRM
4. Routing opportunities based on account status

Setup

Required Variables #

Configure the following input variables in the variables node at the beginning of the workflow:

• first_name: The new hire’s first name
• last_name: The new hire’s last name
• person_linkedin_url: LinkedIn URL of the new hire
• job_title: The new hire’s job title
• city: The city where the new hire is based
• company: The name of the company the new hire is joining
• company_domain: The domain of the company
• company_linkedin_url: LinkedIn URL of the company
• company_industry: The industry of the company

Workflow Steps

Step 1: Enrich Company Data #

The workflow uses the provided company LinkedIn URL to fetch and enrich company data, ensuring you have the most up-to-date information for downstream actions.

Step 2: Find Email Address #

Cargo’s email waterfall node attempts to find a valid email address for the new hire using the provided information, querying multiple providers to maximize coverage.

Step 3: Upsert Company and Contact #

The workflow upserts the company using its domain, then upserts the contact using the found email address. This ensures your CRM is always current with the latest hiring signals.

Step 4: Route Based on Entity Type #

A branch node checks if the entity is a customer, an opportunity, or a new entity. Based on this classification, the workflow triggers different actions:

• Customer: Notify the account owner for expansion opportunities
• Opportunity: Alert the sales rep to accelerate the deal
• New Entity: Create a new account and assign to the appropriate rep

Expected Outcomes

By implementing this workflow, your sales team can:

• Act quickly on new hire signals
• Ensure no opportunity is missed
• Maintain up-to-date CRM data automatically
• Engage prospects at the optimal moment