Your CRM is losing value fast. With 30% of the workforce changing jobs annually, a third of your contact database becomes outdated every year. This isn't just a data issue - it's a missed opportunity. Past buyers are 5x more likely to convert into closed deals, yet 89% don't return to your pipeline after switching jobs.

Job change tracking solves this problem by helping you reconnect with former advocates at their new roles, giving you a warm entry point into fresh accounts. Tools like KeepSync integrate with HubSpot to automate this process, saving time and boosting pipeline generation by 10-50%.

Here’s what you’ll learn:

• Why job change tracking matters for demand generation
• How to set up KeepSync in HubSpot in 5 minutes
• Automating alerts, lead routing, and follow-ups
• Using job change data to re-engage past champions and revive lost leads
• Measuring ROI with custom HubSpot views and KeepSync analytics

Timing is everything - new executives spend 70% of their budget in the first three months. With job change tracking, you’ll catch these high-intent leads before they slip away.

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How to Set Up Job Change Tracking in HubSpot with KeepSync

Now that you see how job change tracking can reshape demand generation, let’s walk through setting it up in HubSpot using KeepSync.

Setting up job change tracking in HubSpot is straightforward and doesn’t require technical expertise - it takes about 5 minutes. Since KeepSync integrates directly with HubSpot, there’s no need to juggle multiple platforms or wrestle with complex API configurations. The tool keeps tabs on your contacts weekly, using data from 30+ sources with 94% accuracy, ensuring minimal false positives and outdated information. With these advantages in mind, let’s dive into the setup process.

What You Need Before Starting

Before installing KeepSync, make sure your HubSpot account is ready. You’ll need HubSpot CRM access - basic tracking works with any tier, but a Sales Hub Professional or Enterprise subscription is recommended for advanced features like custom objects, which provide better reporting and deeper insights ^[5]. The key requirement? Ensure your contact records include LinkedIn URLs. KeepSync relies on this field to match contacts accurately, reducing false positives during job change scans ^[3].

Additionally, create HubSpot lists for groups like current customers, closed-lost leads, and past champions. Plan how you’ll map HubSpot properties (e.g., "Job Title" and "Company Name") to KeepSync fields. You can choose to either "Replace" existing data or "Complete only if empty" ^[3].

Installing KeepSync and Setting Up Contact Monitoring

Head over to the HubSpot Marketplace and install KeepSync. When prompted, connect it to your HubSpot account. The integration will request access to your contact data to sync updates back to your CRM ^[5]. Once connected, import your HubSpot lists to define which contacts KeepSync should monitor.

During setup, map your LinkedIn URL property in HubSpot to KeepSync’s matching field. This step is crucial because it allows KeepSync to perform thorough "waterfall" searches, ensuring LinkedIn URLs and job history align before updating your CRM ^[3]. For faster setup, you can use the "Prefill Default Settings" option, which applies recommended configurations for CRM properties automatically ^[3].

Next, configure how often you want KeepSync to scan your contacts. By default, it runs weekly, but you can adjust the frequency to fit your team’s workflow. If you’d like to enrich contact records with new work emails or phone numbers, you can integrate third-party data providers like Apollo or ZoomInfo directly within the platform ^[1]. Once this is done, you’ll be ready to set up real-time alerts and automation.

Setting Up Alerts and Automation in HubSpot

Set up HubSpot to respond instantly when job changes are detected - timing is everything. Reaching out while contacts are actively considering vendors and planning budgets can make all the difference. In fact, past buyers are 5x more likely to convert into closed-won revenue compared to cold leads ^[1].

Configuring Real-Time Alerts

HubSpot workflows are a powerful tool for triggering instant notifications when a job change is identified. Start by creating a workflow that enrolls contacts whenever KeepSync updates fields like Job Title or Company Name. Then, add a "Send a Slack notification" action to alert your #sales channel immediately, ensuring your team is informed right away.

For high-value contacts, such as former champions or closed-lost leads, take advantage of HubSpot's "Follow" feature. By navigating to the contact record and clicking "Follow", you’ll receive desktop, email, or mobile alerts whenever new activity occurs.

Want to go beyond notifications? Automate tasks instead. Set up workflows to create tasks in a dedicated "Job Changes" queue for your team to tackle. If you're an Enterprise user, you can use a custom "Intent" object to enable advanced branching and reporting within workflows.

To keep your team focused, avoid overwhelming them with unnecessary alerts. Use branching logic to prioritize notifications. For example, send real-time Slack alerts only for contacts who move into roles that align with your Ideal Customer Profile (ICP) or reach a specified seniority level, such as VP or higher. Lower-priority updates can be directed to a task queue for later action.

Once real-time alerts are in place, integrate automated lead routing to ensure swift follow-up.

Creating Automated Lead Routing and Follow-Up Workflows

Streamline your outreach process with automated lead routing. Set up workflows that automatically enroll contacts in a "Job Change" sequence when they meet certain criteria - like a former champion joining a target account. This allows your team to execute multi-touch follow-ups without lifting a finger.

Use association labels (e.g., "Decision Maker") to ensure workflows target the right person at the new company. For instance, if a former champion switches companies, your workflow can automatically create a new lead record, assign it to the appropriate Account Executive, and enroll the contact in a tailored sequence - all within minutes of detecting the change.

Enable re-enrollment in workflows to capture recurring job changes. Additionally, configure workflows to update the Lead Status property automatically. For example, move contacts from "New" to "Attempted to Contact" once the first outreach step is initiated.

Alert Method	Best For	Setup Requirement
Slack Notification	Immediate team updates	HubSpot-Slack Integration
HubSpot Task	Individual accountability	Workflow "Create Task" action
Record Following	Tracking high-value accounts	Manual "Follow" on record
Email Alert	Formal updates for managers	Workflow "Send Email" action

Leverage KeepSync's built-in data enrichment features to keep contact records up-to-date. This tool automatically updates professional email addresses, phone numbers, and company details as soon as a job change is flagged. Your team will have the information they need right away, cutting out the need for manual research and saving valuable time.

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Using Job Change Data for Demand Generation

Once you've set up job change alerts and automated lead routing, it's time to put that data to work for demand generation. Tracking job changes transforms outdated contacts into fresh opportunities. When someone familiar with your product moves to a new company, they often carry their trust and positive experience with them. This creates a much warmer entry point compared to starting from scratch with cold outreach. In fact, past buyers are 5x more likely to convert into revenue than cold leads ^[1].

Timing matters. New executives typically allocate 70% of their budget within the first three months of starting a role ^[1]. This is your prime window to connect with decision-makers who are actively exploring solutions and planning budgets. However, 89% of previous customers don’t return on their own after changing jobs ^[1], making proactive outreach a must.

Reconnecting with Former Champions and Closed-Lost Leads

Former champions are some of your most valuable prospects. When a past customer who loved your product moves to a new company, they already know its worth and trust your team. Use tools like HubSpot to dig into their contact history - find out which products they used, how long they were a customer, and whether they were the main point of contact. This context is invaluable when reaching out.

Before making contact, qualify the lead to ensure the new company matches your Ideal Customer Profile (ICP). Use filters in your workflows to check factors like employee count and industry. For high-value leads, add a manual review step. This could involve AI drafting an outreach message based on HubSpot data, which a salesperson then reviews and approves via Slack before sending ^[2].

Don’t overlook closed-lost leads either. A deal that fell through due to a "bad fit" or "bad timing" at a previous company might be a perfect match in a new role. Reference your past interactions to create continuity: “I know the timing wasn’t right at [Previous Company], but I’d love to explore whether [Your Product] could be a good fit for your new role at [New Company].”

In 2024, Blinkist implemented a workflow using HubSpot to track champions moving to new companies. This system filtered for organizations with over 100 employees and used AI to pull historical context from old deals - like identifying the primary contact at the former company. Draft messages were sent to Slack for human approval before launching HubSpot sequences ^[2].

Crafting Targeted Outreach and Testing Campaigns

Re-engaging past contacts is just the start. Targeted outreach and thorough testing can refine your strategy even further. Create dedicated HubSpot sequences tailored specifically for job changes instead of relying on generic sales templates. Personalize your messages by acknowledging the transition: “Congrats on the new role at [New Company]!” This simple touch shows you’re paying attention and makes your outreach immediately relevant.

Experiment with timing by A/B testing immediate outreach versus a delayed approach (30–60 days) to see what generates better response rates ^[1][4]. Use HubSpot’s workflow goals to track performance, measuring how many contacts move to key lifecycle stages like "Opportunity" or "Customer." This data will help you identify the timing that works best.

For a multi-channel strategy, sync your HubSpot and LinkedIn outreach. If a contact responds on one platform, automatically remove them from all other sequences to avoid overwhelming them. This coordination lets you increase touchpoints without duplicating efforts.

Platforms like KeepSync can streamline your process by automatically updating professional email addresses, phone numbers, and company details when job changes are detected. This eliminates time-consuming manual research and ensures your messages land in the right inbox. KeepSync monitors contacts weekly across 30+ data sources with an impressive 94% accuracy rate, giving your team actionable insights.

Leverage workflow goals to measure campaign effectiveness. For example, contacts who convert to customers are automatically unenrolled, and HubSpot calculates the conversion rate for you. This data reveals which scenarios - whether it’s reconnecting with former champions, reviving closed-lost leads, or engaging new hires - drive the most revenue.

Strategy	Target Audience	Primary Goal
Champion Tracking	Former power users/customers	Turn past loyalty into a new account entry point
Closed-Lost Revival	Contacts from failed deals	Reassess fit based on new company resources and needs
New Hire Monitoring	Target accounts	Engage decision-makers during their first 90–100 days
Churn Prevention	Existing accounts	Detect when a champion leaves to prevent account decline

Measuring Results and ROI

Tracking job changes is only as useful as the results it delivers. To truly understand its impact, you need to measure how it influences your pipeline and revenue. By creating custom HubSpot views and leveraging tools like KeepSync analytics, you can tie job change signals directly to your business outcomes. This not only helps validate your efforts but also refines your strategy using real-world data.

Creating Custom HubSpot Views for Job Change Data

In HubSpot, you can create tailored views to keep track of job change activity. Head to the Contacts section (CRM > Contacts) and set up filters for fields like "No Longer at Company", "Job Change Date", and "New Company." This allows you to segment contacts effectively, such as identifying accounts that may need a new point of contact or tracking where former connections have moved.

You can take it a step further by using AND/OR logic to fine-tune your filters. For instance, you might filter for "New Job Title" with keywords like "Director" or "VP" to focus on senior-level changes. Quick filters for Lead Status can also help distinguish between newly detected job changes and contacts already engaged. For more advanced tracking, consider creating custom objects in HubSpot, like an "Intent" object, to store job change signals ^[1]. Once your custom views are ready, integrating KeepSync analytics can provide a more complete picture of your results.

Using KeepSync Analytics to Measure ROI

KeepSync’s analytics tools make it easy to assess how job change data impacts your pipeline. Build a dashboard with three key reports: response rates to outreach based on job change alerts, pipeline generated from these signals, and closed-won revenue tied to job change opportunities ^[1].

For example, you can create a report that tracks response rates over time by plotting a monthly timestamp on the X-axis and the count of replies on the Y-axis, segmented by "Intent Type" filtered to "Job Movement." Another report might track deal creation dates against deal amounts to visualize pipeline growth. To measure revenue impact, filter for deals marked as "Closed Won" that originated from job change alerts - this will help you spot revenue trends tied to these signals.

Additionally, keeping your database clean is critical. Monitor flagged contacts under "No Longer at Company" while enriching records with new data. Given that about 30% of the corporate workforce changes jobs annually ^[4], maintaining up-to-date records ensures your efforts remain effective and your ROI stays on track. This approach strengthens your demand generation strategy and keeps your data actionable.

Conclusion

Tracking job changes in HubSpot gives Demand Generation Directors a real advantage. As mentioned earlier, a large portion of the workforce transitions to new roles regularly ^[4]. This makes automated monitoring a must-have for reconnecting with former champions right when they’re making big decisions. Remember, previous buyers are far more likely to convert ^[1], and new executives often allocate the majority of their budgets early on ^[1][6]. Timing your outreach just right can make all the difference.

Setting this up is quick and delivers measurable results. Job change signals can boost your pipeline by 10% to 50% ^[1]. By automating alerts, building targeted workflows, and tracking ROI with custom HubSpot views, you’re not just keeping up with market changes - you’re staying ahead.

KeepSync’s 94% accuracy across 30+ data sources ensures dependable alerts. Whether you’re reconnecting with lost opportunities, reducing churn by tracking when key champions leave customer accounts, or keeping your database up-to-date, the platform takes care of the heavy lifting. This frees your team to focus on what matters most - building connections and closing deals.

FAQs

How can job change tracking in HubSpot help boost demand generation efforts?

Job change tracking in HubSpot keeps you informed by providing real-time alerts whenever your contacts move to new roles or companies. This feature ensures your CRM stays up-to-date automatically, helping you fine-tune your outreach efforts and build targeted lists to connect with warm leads more effectively.

These insights open doors to fresh opportunities. You can explore upselling, cross-selling, or even re-engage with past advocates who’ve transitioned to new positions. By simplifying this process, you can boost pipeline growth and improve lead conversion rates, making it an essential resource for driving demand.

How can I set up KeepSync to track job changes in HubSpot?

To get started with KeepSync for tracking job changes in HubSpot, the first step is to clean and standardize your contact data. Double-check that fields like Job Title, Company, and Email are accurate and consistent. This ensures your automation runs smoothly and avoids unnecessary errors.

Next, you’ll want to create custom properties in HubSpot. Consider adding fields like Previous Company or Job Started Since to capture important updates when a contact switches roles. These custom properties will be the foundation for tracking changes effectively.

Once your data is prepped, move on to connecting KeepSync to HubSpot. Enable job change monitoring so KeepSync can automatically update the custom fields you just created. With real-time job change data flowing in, you’ll always have up-to-date information about your contacts.

Finally, put this data to work by setting up HubSpot workflows. Use triggers to send internal alerts or kick off follow-up sequences whenever a job change is detected. You can also build dynamic lists to prioritize outreach based on these updates.

By implementing these steps, KeepSync can help you uncover new opportunities, strengthen relationships, and fine-tune your demand generation efforts.

How can I calculate the ROI of using job change tracking in HubSpot?

To evaluate the ROI of job change tracking in HubSpot, begin by tagging job change alerts (such as updates to a contact's job title or company) with a specific campaign or source. Then, leverage HubSpot’s revenue attribution tools to analyze how these contacts impact closed deals and overall revenue.

From there, calculate ROI by comparing the revenue generated from these job change contacts against the total cost of tracking. This includes any subscription fees and the time spent setting up workflows. Use the formula: ROI = (Revenue – Cost) ÷ Cost × 100%. Additionally, keep an eye on metrics like pipeline growth, response rates, and conversion rates to gauge overall performance.

To get a clear picture of the impact, compare these results with a baseline period before implementing job change tracking. This comparison will highlight any increase in revenue and confirm the value of incorporating job change signals into your demand generation efforts.

Related Blog Posts

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• How to Use Job Change Tracking in HubSpot for Mid-Market Sales Teams
• How to Use Job Change Tracking in HubSpot for Pipeline Generation