> ## Documentation Index
> Fetch the complete documentation index at: https://deepline.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Job changes and CRM cleanup

> Detect job changes, refresh stale CRM contacts, find new work emails, and route former champions into re-engagement workflows.

[Human guide: work with your agent →](https://deepline.com/docs/human/plays/play-job-change-alerts.md)

> [!NOTE]
>
> Classify a contact change from evidence before proposing CRM cleanup or
> re-engagement.

Use this workflow when your CRM has stale contacts or you want to find former champions at new companies.

This page owns the data-quality workflow: compare the CRM contact with current
evidence, classify the result, and write a reviewable CRM action. It does not
decide the relationship-specific follow-up for a former customer champion. Use
[champion tracking](https://deepline.com/docs/plays/signal-champion-tracking.md) after a move is confirmed.

## When to use it

* Clean stale CRM contacts before a campaign
* Find former champions who moved to new companies
* Detect contacts who left active opportunities
* Refresh work emails after a move
* Route changed contacts to the right owner

## Run it from an agent

```text theme={"languages":{"custom":["/languages/deepline-prompt.json"]}}
/deepline-gtm Check contacts.csv for job changes. For changed contacts, enrich the new company, find the new work email, and write job-changes.csv with old company, new company, new title, new email, evidence, and recommended action.
```

With Codex:

```text theme={"languages":{"custom":["/languages/deepline-prompt.json"]}}
codex "Check contacts.csv for job changes and produce a CRM cleanup file with new employer, new title, new work email, and evidence."
```

## Workflow

**1. Load contacts**

Start from a CSV or CRM export. LinkedIn URLs improve matching and reduce
false positives.

**2. Check current employment**

Compare the stored company and title with the current profile or enrichment
result.

**3. Classify the change**

Separate new-company moves, title changes, promotions, possible stale
records, and no-change results.

**4. Enrich the new context**

For confirmed movers, enrich the new company and find a current work email.

**5. Write CRM actions**

Output the update action: update record, create task, route to owner,
suppress from campaign, or add to re-engagement.

## Define the review output

The following fields are a suggested custom workflow contract, not a fixed
prebuilt API response. Author and validate the policy before a pilot.

| Column | Description |
| - | - |
| `contact_name` | Contact from the input |
| `old_company` | Company stored in CRM or input |
| `new_company` | Current company when a move is detected |
| `old_title` | Stored title when available |
| `new_title` | Current title when available |
| `new_email` | New work email when found |
| `job_change_status` | `moved`, `title_changed`, `possible_change`, or `no_change` |
| `evidence_url` | Source used to support the change |
| `crm_action` | Suggested CRM update or campaign action |

## Useful variants

### Quarterly CRM cleanup

```text theme={"languages":{"custom":["/languages/deepline-prompt.json"]}}
/deepline-gtm Pull contacts not updated in 90 days from HubSpot. Check job changes, validate work emails, and write a cleanup report with recommended CRM actions.
```

### Champion tracking

After this workflow confirms a move, use [champion
tracking](https://deepline.com/docs/plays/signal-champion-tracking.md) to verify the prior relationship,
new-account status, and owner before drafting any re-engagement.

### Pre-campaign suppression

```text theme={"languages":{"custom":["/languages/deepline-prompt.json"]}}
/deepline-gtm Before this outbound campaign, check campaign-list.csv for invalid emails and contacts who no longer work at the listed company. Return a send-safe file and a suppressed file.
```

## Quality rules

* Require LinkedIn URLs for high-value runs when possible.
* Treat company-name mismatch as a lead, not proof. Check the domain or profile.
* Keep no-change rows in the audit file so the run is inspectable.
* Do not overwrite CRM fields automatically unless the prompt explicitly asks for updates.
* Preserve the existing account owner and campaign suppression state in the
  review file. A job change does not authorize reassignment or activation.
* Re-engage only when the new company is a fit.

## Related pages

* [Find LinkedIn profile](https://deepline.com/docs/plays/task-find-linkedin-profile.md)
* [Find work email](https://deepline.com/docs/plays/task-find-work-email.md)
* [Signal champion tracking](https://deepline.com/docs/plays/signal-champion-tracking.md)
* [Prospecting and multi-signal outreach](https://deepline.com/docs/plays/play-personalize-outreach.md)

## Verify this task

Compare stored and current identity evidence. Preserve no-change, possible-change, confirmed movement, and lookup errors separately.

Ask your agent to explain a failed check before repeating work or expanding the scope.


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