video1.0<iframe src="https://www.loom.com/embed/fa4c5c345cb446ab8cd3b7aa2ea74090" frameborder="0" width="942" height="706" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>706942Loomhttps://www.loom.com706942https://cdn.loom.com/sessions/thumbnails/fa4c5c345cb446ab8cd3b7aa2ea74090-0e73d3f234d2c7f4.gif268.886This Loom explains a workflow for handling CRM contacts who have moved jobs by enriching and re-associating them with their new companies. The approach enriches CRM contacts to find their associated company in HubSpot as both past and current experience, using both results to determine whether they still work there. Data is pushed into another table, then companies are matched or created using company name, domain, and LinkedIn link, merging to a single “new company” field. It also searches for a new email, saving it as primary when found or tagging the old email as not working when not found, with examples like Kevin moving from WP Engine to Box and Alexander moving from Transcendent to Lifespeak.