Job change tracking in HubSpot can boost your sales pipeline by up to 50% and reduce churn risks. By automating updates for contacts who switch jobs, you gain real-time insights into opportunities and risks. Here's how it works:

• Why It Matters: 30% of the workforce changes jobs annually, but 85-90% of these movements go unnoticed by sales teams. Former champions are 5x more likely to convert at their new companies, but 89% don’t return without outreach.
• Core Benefits: Automating job change alerts helps sales teams act fast on new opportunities, reduces account churn risks, and keeps CRM data accurate - up to 45% of contact data becomes outdated yearly.
• How It Works: By integrating KeepSync with HubSpot, you can track job changes, set up alerts, and automate workflows for outreach or lead assignment.

This guide explains how to set up job change tracking in HubSpot, create workflows for real-time alerts, and measure the impact on your pipeline.

HubSpot Workflows: The COMPLETE Guide (2024)

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How to Set Up Job Change Tracking in HubSpot

Getting your setup right ensures you can turn job changes into actionable insights. To make the most of this feature, you'll need to configure HubSpot properties, link your tracking tool, and choose the contacts you want to monitor. Here's how to connect KeepSync to HubSpot for real-time tracking.

What You Need Before Starting

Before diving in, make sure your HubSpot account is ready to go. You'll need Super Admin or Data Enrichment permissions to proceed.

One key requirement is having LinkedIn URLs for your contacts. This serves as the primary identifier for tracking career changes and helps minimize false matches.

Set up custom properties like "No longer at Company" and "Intent Type" to organize your data and streamline workflows. These properties will play a crucial role in automation and segmentation later.

Prepare by creating targeted lists for the segments you want to track. Make sure your contacts use business email addresses - personal domains like Gmail won't work for enrichment. Also, ensure company records include domain names.

If you're planning to use advanced reporting, note that a HubSpot Enterprise subscription is required for features like custom objects or property change events. However, basic task-based tracking works across all HubSpot tiers.

How to Connect KeepSync to HubSpot

Once your properties are set up, it's time to link your tracking tool.

1. Connect KeepSync to HubSpot: Use OAuth to link your HubSpot account, granting KeepSync the ability to read contact data and create tasks or custom object records.
2. Choose Contact Segments: Select the lists you’ve created to monitor specific groups - whether that's current customers, past champions, or key account contacts. KeepSync will track these contacts weekly, pulling data from over 30 sources.
3. Map HubSpot Properties: Match fields like Job Title, Company Name, and LinkedIn URL between HubSpot and KeepSync. For each field, decide whether to "Replace" existing data or "Complete only if empty." To protect manually entered data, set enrichment for First Name and Last Name to "Fill empty values only." For fields like Job Title, choose "Overwrite existing values" to keep information up-to-date.
4. Activate Monitoring and Alerts: Turn on job change tracking and set up your alerts. Notifications can be sent via Slack, email, or directly within HubSpot. Whenever a tracked contact changes jobs, the system automatically creates tasks assigned to the contact owner, ensuring your sales team can follow up without delay.

Using Job Change Alerts in HubSpot Workflows

Once you've integrated KeepSync with HubSpot, you can set up automated alerts to make the most of job change signals. HubSpot workflows allow you to act on these signals immediately - whether it’s notifying your sales team, assigning leads to the right representative, or initiating personalized outreach. Speed is critical here, as new executives often allocate 70% of their budget within the first three months of starting a new role ^[1].

How to Configure Real-Time Alerts

Set up instant notifications for contacts who have recently changed jobs to tap into new opportunities as they arise.

Slack notifications work well for high-value contacts. You can create a dedicated Slack channel, like #job-changes, to keep your sales team in the loop. Whenever KeepSync updates a contact’s job information, your workflow can send a message with details such as the contact's name, their new company, and any prior relationship history.

For more detailed updates, you can pair Slack alerts with internal email notifications. These emails might include the contact’s LinkedIn profile, their new role, and any relevant deal history. Alternatively, you can assign tasks directly to the contact owner, complete with a one-day deadline, ensuring timely follow-up.

Here’s a quick look at different alert types, their corresponding HubSpot actions, and when to use them:

Alert Type	HubSpot Action	Best Use Case
Slack Notification	Send Slack notification	Immediate updates for the sales team in a shared channel
Internal Email	Send internal email notification	Detailed updates for Account Executives or Customer Success Managers
CRM Task	Create task	Ensures follow-up with a personalized touch or LinkedIn connection request
Sequence Enrollment	Enroll in sequence	Automated outreach for lower-priority leads or high-volume job change signals

How to Automate Lead Assignment and Outreach

Streamline lead assignment and outreach by combining automated workflows with smart routing. Start by setting your enrollment trigger to "Property value changed" for fields like Job Title or Company Name. If you’re using Custom Objects to track intent signals, use the "Object creation" trigger instead.

Incorporate branching logic to manage different scenarios. For example, if a former champion joins a new company that fits your Ideal Customer Profile (ICP), route them to a senior Account Executive and enroll them in a "congratulatory" sequence. The first email could reference their previous company and propose reconnecting in 30–60 days as they settle into their new role ^[1]. If a key contact leaves a current customer account, notify your Customer Success team immediately to mitigate potential churn.

To ensure leads are assigned efficiently, use the "Rotate record to owner" action to distribute leads based on territory or team capacity. You can also trigger data enrichment to update contact details before outreach, giving your team accurate information to work with.

For leads that don’t require a high-touch approach, enroll them in automated sequences. Even these lower-touch workflows can deliver excellent ROI, ensuring you stay engaged with warm leads during their career transitions. By automating these processes, you can turn job changes into revenue opportunities while seamlessly integrating the results into your analytics and reporting systems.

Building Custom Views in HubSpot for Job Changes

Setting up custom views in HubSpot can help you stay ahead when tracking job changes. These views allow you to organize your CRM in a way that highlights contacts experiencing transitions, ensuring you can follow up promptly without searching manually. For example, you could create one view for former champions who’ve left their companies and another for recent hires at target accounts.

Here’s how to create a custom view: Navigate to CRM > Contacts, click + Add view, and select Create new view. Use advanced filters to focus on job changes. For instance, you might filter for contacts where "Job started since" is less than 30 days ago and "Contact owner is Me" to see only your recent job changes. Once your filters are set, click the Save icon and choose visibility settings - Private for personal use, My team for departmental access, or Everyone for company-wide sharing.

To make things even easier, pin your key view as the default. This way, job change data is the first thing you see when logging into HubSpot, helping you act fast on warm leads.

How to Track Contacts Who Left Their Company

If you want to re-engage contacts who’ve left their previous roles, create a view that filters for No longer at Company = True. This property, automatically updated by KeepSync, flags individuals who have moved on, giving you a chance to reconnect and introduce your solutions at their new organization.

To prioritize your outreach, layer in additional filters. For instance, combine No longer at Company = True with Lifecycle Stage = Customer to focus on former clients who already know your product. You could also filter by "Last engagement date" to find champions who were actively involved before they left. Why is this important? Past buyers are five times more likely to convert into closed-won revenue compared to cold leads, and 89% of previous customers don’t return to your product on their own when they start a new role ^[1]. This makes targeted outreach essential. While automated workflows can handle initial alerts, these custom views allow for more personalized follow-ups.

How to Monitor Recent Job Changes

Custom views are also great for keeping tabs on recent hires. Set up a view that filters for Created by KeepSync and Job started since less than 30 days ago. This will help you quickly identify new hires at target accounts, presenting immediate engagement opportunities.

To refine this view further, add filters for Job Title or Management Level to focus on decision-makers like VPs, Directors, or C-suite executives. For B2B SaaS companies, you might create a separate view for contacts where Is New Hire = True and the job title aligns with your Ideal Customer Profile, such as "VP of Sales" or "CTO." Pin these views as tabs at the top of your CRM index page for quick access, and arrange them so the most critical alerts appear first.

Measuring ROI with HubSpot Analytics

To gauge the revenue impact of your efforts, start by tracking job changes and connecting them to your sales outcomes. HubSpot's reporting tools, combined with KeepSync's data, make it easier to measure how these changes influence your pipeline and closed deals.

Focus on three metrics: response rates, pipeline growth, and closed-won revenue. These numbers show whether your efforts are translating into actual business results. By tying operational activities to revenue outcomes, you create a clear path for deeper analysis.

To get started, create a custom Intent object in HubSpot. This allows you to link job changes to contacts and companies. You can then build reports that categorize your pipeline by intent types, such as "Promotion", "New Hire at Target Account", or "Existing Champion Moving" ^[1]. Here’s how:

1. Go to Reports > Dashboards in HubSpot.
2. Create a new dashboard using Deals as the primary data source and your custom Intent object as the secondary source.
3. Build reports to track metrics like reply rates, monthly deal totals, and closed-won deals by intent type.

This custom setup ensures that your insights align directly with your sales strategy, keeping job change tracking at the core of your analytics.

Additionally, use HubSpot's Lead Status property to monitor lead progression and identify churn risks when key contacts leave. This helps maintain accurate forecasts and enables timely interventions.

How to Track Conversion Rates and Engagement

HubSpot lets you measure how job changes impact engagement and conversions by linking Sequences, Deals, and your custom Intent object. For example, you can:

• Build a report with Sequences as the primary data source and your Intent object as the secondary source. Use this to measure response rates for sequences triggered by job change alerts. Metrics like reply rates and booked meetings will reveal which job change scenarios drive the most engagement.
• Create a pipeline tracking report using Deals and Companies. Filter the data to include only deals tied to your Intent object, and use "Sum of Amount" broken down by "Intent Type" to identify which job change scenarios contribute most to pipeline growth. Studies show that job change signals can boost pipeline generation by 10–50% ^[1]. Comparing pre- and post-implementation numbers will help you quantify the impact.

To further refine your strategy, set workflow goals like "Deal stage is Closed Won" or "Meeting Booked." Add marketing email actions to track conversion metrics automatically. HubSpot will calculate the percentage of contacts achieving these goals, giving you a clear picture of your outreach effectiveness.

Finally, compare lead-to-opportunity conversion rates between job change contacts and cold leads. Assessing how quickly each group moves through your pipeline can highlight the value of proactive job change outreach.

KeepSync Plan Comparison for Analytics

Your choice of KeepSync plan can significantly enhance your analytics capabilities, depending on your business needs.

• Starter Plan ($0/month): Monitors up to 1,000 contacts per month and includes email alerts and webhook support. This is a great option for testing your job change strategy and proving ROI without upfront costs.
• Team Plan ($149/month or $1,490/year): Supports up to 5,000 contacts and adds features like Slack alerts, API access, and priority support. At $0.02 per additional contact, this plan is ideal for growing teams that need more advanced reporting and integration with custom dashboards or external BI tools.
• Agency Plan ($399/month or $3,990/year): Designed for agencies, this plan tracks up to 20,000 contacts and offers white-label options and a dedicated Customer Success Manager (CSM). The CSM can help set up standardized reporting templates for consistent measurement across client accounts. With a per-contact cost of $0.015, it’s a cost-effective solution for high-volume tracking.

Plan	Monthly Price	Contacts Included	Key Features	Best For
Starter	$0	1,000	Email alerts, webhooks, basic HubSpot data	Testing ROI with small lists
Team	$149	5,000	Slack alerts, API access, priority support	Growing teams needing advanced tools
Agency	$399	20,000	White-label, CSM, standardized templates	Agencies managing multiple clients

Start with the Starter Plan to validate your job change tracking strategy. As your needs grow, consider upgrading to the Team or Agency plan for more robust analytics and support.

Conclusion

Tracking job changes is transforming the way B2B SaaS sales teams operate. Instead of wasting time with manual LinkedIn checks or outdated CRM data, automation ensures you connect with the right people at the right moment. Here’s a compelling fact: past buyers are five times more likely to convert into closed-won revenue compared to cold leads ^[1].

The KeepSync–HubSpot integration takes this concept to the next level. It automates contact record updates, instantly triggers alerts, and enrolls contacts into targeted sequences. This means your sales team can spend less time on tedious tasks like data entry and research, and more time having meaningful, high-value conversations. Considering that nearly 30% of the corporate workforce changes jobs annually ^[2], keeping your data accurate through automation isn’t just helpful - it’s critical to staying ahead.

Companies leveraging job change tracking report a 10-50% boost in pipeline generation ^[1], while also reclaiming hours previously lost to manual monitoring. Whether you’re exploring the free Starter Plan or scaling up with the Team or Agency plans, the combination of KeepSync’s 94% accuracy and HubSpot’s powerful workflows creates a system that never sleeps.

The numbers speak for themselves, and the time to act is now. Set up your workflows, configure alerts, and start tracking the contacts that matter most to your business. Every day without automation is a missed opportunity. That next closed-won deal? It could already be sitting in your CRM, just waiting for you to engage.

FAQs

How can tracking job changes in HubSpot help reduce churn for B2B SaaS companies?

Tracking job changes in HubSpot is a smart way for B2B SaaS companies to reduce churn risk and maintain strong client relationships. When important contacts - like champions or decision-makers - leave or take on new roles, it can disrupt the account. By monitoring updates to fields like Job Title, Company, or Email, automated workflows can notify the account owner right away. This gives your team a chance to act quickly - whether it’s reaching out to thank the outgoing contact for their support or building rapport with the new decision-maker before the renewal process kicks off.

Keeping your CRM data current also ensures your sales team doesn’t miss critical follow-ups because of outdated information. It helps them focus on accounts where leadership changes have occurred, reducing churn risks and opening doors for deeper engagement. This proactive strategy not only protects existing relationships but can also lead to upsell or cross-sell opportunities by reinforcing the value of your product or service.

What permissions do I need in HubSpot to set up job change tracking?

The exact permissions needed to set up job change tracking in HubSpot aren’t explicitly detailed in the platform's resources. However, in most cases, you'll likely need Admin or Super Admin access to handle tasks like creating workflows, setting up notifications, or implementing custom tracking options.

If you’re uncertain about your access level, take a moment to review your user role in HubSpot. Alternatively, you can reach out to your account administrator to confirm whether you have the required permissions to make these adjustments.

How can I automate lead assignment and follow-up using job change alerts in HubSpot?

You can combine HubSpot workflows with KeepSync’s job change tracking to streamline lead assignment and create personalized outreach whenever a contact updates their job information. By setting up a custom property in HubSpot to track job changes, you can trigger workflows automatically when a contact’s role or company changes.

For instance, you could create a workflow that instantly assigns the updated contact to a sales rep based on specific criteria, such as territory or account size. Simultaneously, the workflow can send an internal notification to the assigned rep, providing key details about the job change so they can respond promptly. Additionally, the contact can be enrolled in a customized email sequence - perhaps congratulating them on their new role and introducing ways your services could benefit their new company.

This kind of automation keeps your team ahead of the curve, turning job updates into meaningful opportunities to build stronger relationships and drive more conversions.

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