Congratulate Recently Promoted Contacts

Academy

Templates

Congratulate Recently Promoted Contacts

Your contact was promoted! Automatically add them to a sequence and open the conversation with hearty congratulations.

A recently promoted executive typically looks to make their mark in the first 90 days.

This means you have an organic lead into discussing an upgrade to their plan, an increase in seat count, or expansion into other departments.

Actions this workflow can automate:

Add the accounts to a list
Create a contact or account task
Create an alert to take action on relevant accounts

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