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Associating contacts' old and new roles for Job Change signals

Updated

When selected an Export action to Salesforce or HubSpot for Job Change signals, you can automatically link the old the new contact records.

Salesforce

For users exporting to Salesforce CRM, you may optionally populate one or more lookup fields to link the contact from the old job with the contact at their new job. Before starting, consider if you want one or both of these fields. You will need to create these fields in your Salesforce org as "lookup" field types on the Contact object. It is important to follow these steps carefully, to avoid swapping the old and new job labels.

To show the New Job Contact on the Old Job Contact record:

  1. Go to Setup > Object Manager > Contact > Fields & Relationships > New
  2. Set the field type as Lookup Relationship
  3. Set the related object to Contact (two contacts will be related to each other)
  4. Set the field label to New Job (or any name you'd like - as long as it's clear to you that, when you see this field populated on the record, the field is populated with that contact's New Job). Set field name and child relationship name to new_job (or similar).
  5. Determine who in your org should see or modify this field. You can set this later, as well, but your SalesIntel CRM Admin must be able to write to this field.
  6. Add the field to any page layouts that you'd like. You can also set this later.
  7. If you want to show this data in a Related view on the profile (recommended), set the related list label to Old Job and choose the page layouts you'd like. When this New Job value is populated, a related list will show on the new contact that shows their old job, as the relationship is made from the old job to their new job.

To show the Old Job Contact on the New Job Contact record, you'll do the same, but with opposite labels:

  1. Go to Setup > Object Manager > Contact > Fields & Relationships > New
  2. Set the field type as Lookup Relationship
  3. Set the related object to Contact (two contacts will be related to each other)
  4. Set the field label to Old Job (or any name you'd like - as long as it's clear to you that, when you see this field populated on the record, the field is populated with that contact's Old Job). Set field name and child relationship name to old_job (or similar).
  5. Determine who in your org should see or modify this field. You can set this later, as well, but your SalesIntel CRM Admin must be able to write to this field.
  6. Add the field to any page layouts that you'd like. You can also set this later.
  7. If you want to show this data in a Related view on the profile (recommended), set the related list label to New Job and choose the page layouts you'd like. When this Old Job value is populated, a related list will show on the old contact that shows their new job, as the relationship is made from the new job to their old job.

Once you have your fields created, go to your automation and toggle on the Create Relationship option that appears when you choose to export to Salesforce.

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Select the field names for your New Job field in the first selector, and for your Old Job field in the second selector.

HubSpot

For users exporting to HubSpot CRM, you may optionally create an association to link the contact from the old job with the contact at their new job. It is important to follow these steps carefully, to avoid swapping the old and new job labels in the association. If you already use an association for SalesIntel HubSpot Enrichment, you may use the same HubSpot association for both features, as they are set up the same way.

  1. Navigate to HubSpot Settings > Objects > Contacts and select the Associations tab
  2. Select Create and Configure > Create and Configure Label Limits
  3. Choose to associate Contacts-to-Contacts and select “A pair of labels”. Your labels should read Old Job in the first field and New Job in the second. It is very important to apply the labels in this order. If you want to use custom labels, you may do so, but make sure that the internal name field appears as old_job_new_job, as shown in the image below:

  1. Click next to configure label limits, and choose the option “Many Contacts can have the label New Job” and “Many Contacts can have the label Old Job”. Click Create.

  1. Select the association in the associations list, and choose View API Details from the “More” menu. This view will show you the association id.

Once you have your association created, go to your automation and add the association id in the "Set contact-to-contact field" that appears when you choose to export to HubSpot.

 

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