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.
All integrations mentioned in this template require an associated connector to be set up in your Cargo workspace. Some integrations are eligible for use with Cargo credits. See the documentation for instructions on setting up connectors and using Cargo credits.
Track New Hires and Route to Sales in a Simple Cargo Workflow#
Step 1 - Set Variables#
Define your workflow input variables
Inputs are set up in the variables node at the beginning of the workflow. These variables are passed to all subsequent steps. For this workflow, the following variables are required:
- 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
Step 2 - Enrich Company Data#
Use the company LinkedIn URL to enrich company information
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 3 - Find Email#
Use an email waterfall to find the new hire's email address
Cargo's email waterfall node attempts to find a valid email address for the new hire using the provided information.
Step 4 - Upsert Company and Contact#
Add or update the company and contact in your CRM
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 5 - Branch: Customer, Opportunity, or New Entity#
Route based on entity type
A branch node checks if the entity is a customer, an opportunity, or a new entity. Based on this, the workflow can trigger different actions, such as notifying a sales rep, creating an opportunity, or logging a new account.
With this Play templates your sales team can act quickly on new hire signals, ensuring no opportunity is missed and all data is kept up to date in your CRM.
