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Templates

Track new hires in key accounts

Jason@Zilla Security
Get started with Sales Navigator in CargoUse this template

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.

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
Video
Watch an introductory video
Jason
Director of Revenue Operations and Enablement@Zilla Security
Sales Navigatorlinkedin.com
Categoryprospecting
Documentationdocs.getcargo.ai
Content
  • How It Works (1 min)
  • Required Variables (1 min)
  • Step 1: Enrich Company Data (1 min)
  • Step 2: Find Email Address (1 min)
  • Step 3: Upsert Company and Contact (1 min)
  • Step 4: Route Based on Entity Type (1 min)
Interested to know more about Cargo?
Sales Navigatorlinkedin.com
Categoryprospecting
Documentationdocs.getcargo.ai
Content
  • How It Works (1 min)
  • Required Variables (1 min)
  • Step 1: Enrich Company Data (1 min)
  • Step 2: Find Email Address (1 min)
  • Step 3: Upsert Company and Contact (1 min)
  • Step 4: Route Based on Entity Type (1 min)
Video
Watch an introductory video
Jason
Director of Revenue Operations and Enablement@Zilla Security
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