How To Track HubSpot Contact Career Changes

This guide will walk you through setting up the HubSpot Contact Career Tracker Phantom and the prerequisites needed in your HubSpot account.

How to use the HubSpot contact career tracker Phantom

⚠️ Before you can run the HubSpot Contact Career Tracker Phantom, your HubSpot contacts need to have their LinkedIn Profile URL filled in. If the URL is missing, use the HubSpot Contact LinkedIn URL Finder Phantom first to enrich your contacts with it.

1. Create a HubSpot static list of contacts to monitor and give it a relevant name. This list will serve as a “pool” to mark the contacts that you would like to monitor.

2. Create a second HubSpot static list to be used as input and output for PhantomBuster's automation.

3. Apply filters to the second HubSpot list that you just created.

• Lifecycle stage (based on your preference)
• No longer in company ≠ True OR empty

  💡 This property flags the outdated contacts. With this filter you won’t re-process the leads that have already been flagged as such.

• Last scraped at = has not been updated in the last 25 days OR is empty

  💡This property is updated when a profile is checked. The contacts will be scraped every 25 days so that you would detect a job switch within a month after the change.

• LinkedIn Profile URL is known

  💡 This property is a pre-requisite to be able to check the contacts’ profiles.

• List membership is member of [name of first static list]

4. Log in to your PhantomBuster Dashboard.

5. Navigate to Solution and use the HubSpot filter on the left to find the HubSpot Phantoms PhantomBuster. Find the Phantom named Monitor company changes among your HS contacts and click Use this Phantom. This will add the automation HubSpot Contact Career Tracker and launch the setup view for it.

6. Give a custom name to your Phantom.

7. Click on Connect to authorize PhantomBuster to connect to your HubSpot account.

💡 You only need to connect your HubSpot account to PhantomBuster once and then you'll be able to use the connection will all HubSpot automations.

8. Select the list created previously as the input.

9. Set the Profiles to export per launch to 10 to keep within LinkedIn automation rate limits.

10. Set the Launch Frequency to Repeatedly, at a frequency of 4 times per day (or 8 if you have a Premium or Sales Nav account). Click Save.

11. Launch the Phantom from your Dashboard.

How does PhantomBuster detect job changes?

PhantomBuster automations scrape the LinkedIn Profile of HubSpot Contacts in your lists and compares their main current job found on LinkedIn with their primary associated company on HubSpot.

If there’s a mismatch, PhantomBuster detects a job change.

Automated actions this Phantom performs when it detects a job change

1. Flags the Contact property “No longer at Company = True”

2. A timeline event logs this change on the contact page:

   

   💡 Use this property to trigger an alert or a workflow for churn prevention or to remove Contacts from specific lists.

3. Creates a new and enriched Contact into your CRM with accurate contact and job change info - while preventing contact/company duplicates.

   ⚠️ This new contact will be associated with the previous one and contains properties to keep track of the contact’s history:

   • Job started since: Date property
   • Previous Lifecycle Stage: Text property
   • Previous Company: Text property
   • Previous Title:Text property

   💡 Use these properties to trigger alerts or a sales workflows.

4. A timeline event logs this change on the new Contact page.

   

By creating a new contact, the automation is following HubSpot’s recommended practice, keeping your data clean and tidy:

• It doesn't overwrite or resets the contact info and status
• It doesn't multiply the number of emails and companies per contact
• Contact’s history is still easily accessible as the old and new contacts are associated together

How to track results of this automation

To track the outcome of the automation, you can create two views in your HubSpot contacts database.

1. Contacts no longer at company

This view will show the old contacts who moved to a new company.

Filters:

• No longer at company = True
• List membership is member of [name of first static list]
• Lifecycle stage is any of [customer] (in our example where we’re tracking our customers)

Columns:

• Name
• No longer at company
• Contact → Contacts = new contact

2. New contacts who started at a new company

This view will show the new contacts and new company of the contacts who switched jobs.

Filters:

• Created by [Phantom name] contains [name you’ve given to your Phantom]

Columns:

• Name
• Job started since
• Contact → Company (primary)= [contact’s new company]
• Job title = the contact’s new job title
• Previous company
• Previous title
• Previous lifecycle stage

How many contacts can you monitor with this automation?

With a free LinkedIn license:

• Maximum 1000 contacts per month. Set the automation to check 40 LinkedIn profiles per day, every 25 days. This means you would detect a job change with a maximum delay of 25 days after the lead has updated their profile on LinkedIn.

With a Sales Navigator or Premium license:

• Maximum 2000 contacts. Set the automation to check 80 LinkedIn profiles per day, every 25 days.

If you want to track more contacts, you can set up this automation with multiple LinkedIn accounts inside your shared PhantomBuster Workspace.

Related guides

How To Track Contacts Created And Updated by PhantomBuster Automations Inside HubSpot

How to map properties between PhantomBuster and HubSpot

Default Properties PhantomBuster Automations Create And Update In HubSpot

You can contact Support at any time for additional details on your PhantomBuster workspace.