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Always-on re-verification of CRM contacts
Catch HubSpot contacts who moved jobs or got promoted, route the new company for enrichment. No more outreach to people who left six months ago. Every CRM contact is silently re-verified; when somebody moves or gets promoted, the title refreshes and the new company auto-creates in HubSpot before the rep notices.
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01 Contacts
One row per HubSpot contact. Find LinkedIn URL is a fallback that runs only when HubSpot's source row is missing the URL; in most rows HubSpot already supplies one and this step skips. Enrich Contact pulls the current employer history from LinkedIn, Cross-Reference compares it to the CRM company and writes a Job Status (Unchanged / New Company / Promoted), Update HubSpot Contact refreshes the original record on every row, and Send to Changed Companies routes only New Company rows into the second table.
| | | | | Job Status | Current Company (matched) | | | |
|---|---|---|---|---|---|---|---|---|
| | jimmy@virtualmetric.com | Skipped | Enriched | Checked | Unchanged | VirtualMetric B.V. | Skipped | Updated |
| | pauwel@trendskout.com | Skipped | Enriched | Checked | Unchanged | Cegeka | Skipped | Updated |
| | katarina@kc-group.se | Skipped | Enriched | Checked | New Company | KC Group | Sent | Updated |
| | ted@getfreed.ai | Skipped | Enriched | Checked | New Company | Freed | Sent | Updated |
| | bas@letsgetdigital.com | Skipped | Enriched | Checked | New Company | Let's Get Digital | Sent | Updated |
| | andyz@terzocloud.com | Skipped | Enriched | Checked | Promoted | Terzo | Skipped | Updated |
| | daniel@houseofweb3.lu | Found | Enriched | Checked | Unchanged | The Luxembourg House of Web3 | Skipped | Updated |
02 Changed Companies
One row per contact whose Job Status was tagged New Company. Lookup HubSpot Company returns Found when the new company already exists in HubSpot or null when it doesn't. Create HubSpot Company runs only when the lookup is null. Resolved Company HS ID formula returns whichever ID exists, existing if Found, otherwise newly created. Update HubSpot Contact links the contact to that resolved company. Email (Waterfall) ships disabled by default; toggle it on per row when you need the mover's new work email.
| Input | Contact | New Company | | | | Resolved Company HS ID | | |
|---|---|---|---|---|---|---|---|---|
| Record | Bas Krijgsman | Let's Get Digital | Found | Enriched | Skipped | 124133557447 | Disabled | Linked |
| Record | Katarina Zell | KC Group Leadership Development | Found | Enriched | Skipped | 256240686292 | Disabled | Linked |
| Record | Ted Obenchain | Freed | Found | Enriched | Skipped | 271898372309 | Disabled | Linked |
| Record | Meredith Chandler | TA Sales | Not Found | Enriched | Created | 429099511005 | Disabled | Linked |
| Record | Adam Mendoza | GBG Plc | Not Found | Enriched | Created | 429065997533 | Disabled | Linked |
| Record | Charles Green | BWC Benchmarking | Not Found | Enriched | Created | 429099894990 | Disabled | Linked |
How does Always-on re-verification of CRM contacts run?
Each step is a Baseloop action on the table. The workflow chains them in order, so the same sequence runs on every row that lands.
- 01
Pull every HubSpot contact (or just the ones in target lists) into a Baseloop Contacts table.
- 02
Find LinkedIn URL via AI lookup is a fallback that runs only when HubSpot's source row is missing the LinkedIn URL; for most contacts HubSpot already supplies one and this step skips. Resolved LinkedIn URL formula picks the HubSpot value when present, the AI value when not.
- 03
Enrich Contact pulls the contact's current employer history from LinkedIn (title, company name, company LinkedIn URL, start month/year for each tenure).
- 04
Cross-Reference reads HubSpot's recorded company against the LinkedIn current employer and writes a Job Status with three values, Unchanged, New Company, or Promoted (same company, new title), plus the matched current title, current company name, and company LinkedIn URL.
- 05
Update HubSpot Contact runs on every row to refresh the title and company on the original record, even Unchanged rows, so HubSpot always reflects the latest LinkedIn-verified data.
- 06
For New Company rows only, Send to Changed Companies pipes the new employer into a second table. Promoted and Unchanged rows skip this route. Inside Changed Companies, Lookup HubSpot Company finds the existing record or returns null; Create HubSpot Company creates a new one when the lookup is null; Resolved Company HS ID formula picks whichever exists; Update HubSpot Contact links the contact to the resolved company. Email (Waterfall) ships disabled per row; toggle it on when you need the mover's new work email.
What does Always-on re-verification of CRM contacts produce?
No more outreach to people who left six months ago. Every CRM contact is silently re-verified; when somebody moves or gets promoted, the title refreshes and the new company auto-creates in HubSpot before the rep notices.
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