Use Job Change Alerts to Update Contacts

Article author
Matthew Charles
Updated

Overview

Any time you save a contact in the platform, Apollo monitors those contacts for any potential updates to their profile. This includes any time a contact moves from one company to another. Apollo reflects job changes in the People section of the Apollo Search tool.

 
Email Credits

Apollo uses Email Credits to enrich contact information. You can manually choose to update a contact's new employment information. It costs 1 Email Credit for each update. Please see the Apollo Pricing Guide for more information.

Review the sections below for additional details about how to update Apollo Contacts with Job Change Alerts.

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Update an Individual Contact's Job Change

You can update an individual contact's employment information. First, launch Apollo and then click Search.

Search

Click the icon for Table View.

Table View

 
Table View

Job change alerts are only visible in Table View.

If there are new job changes available, click the New Job Changes alert button.

Alert

Click the checkmark next to Update Available to start the update.

Checkmark

In the new modal, you can update your existing Contact or create a new Contact.

Modal

The next sections show you how to update an existing Contact or create a new Contact with the updated job change information.

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Update an Existing Contact's Job Change

To update an existing Contact's job information, click Update existing contact.

Update Contact

Click Yes, Update.

Update

You have now updated a Contact to include the Job Change information.

 
Salesforce Push Settings for Existing Contacts

Please note, if you have integrated Apollo with Salesforce and choose to update an existing contact, Apollo pushes the updates automatically to Salesforce, even if you disabled the "Push New Apollo Contacts to Salesforce" setting. For more information about Salesforce Push Settings, please refer to the "Configure Your Salesforce Push Settings" article.

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Create a New Contact With The Updated Job Change Information

You may not want to overwrite the information for an existing Contact. In this case, you can create a new Contact to reflect the new job information.

Click Create new contact.

New Contact

Click the Select contact stage... drop-down to select the Stage to which you would like to assign the Contact.

Stage

Click the drop-down to assign an Owner.

Owner

Click the drop-down to add the Contact to a List.

List

Click the drop-down to add the Contact to a Sequence.

Sequence

After you choose a Sequence, you can choose a linked email address from which to send. Click the drop-down and select a Linked Email Address.

Email

Click Yes, Update to create a new Contact.

Update

You have now created a new Contact that reflects the Job Change information.

 
Salesforce Push Settings for New Contacts

Please note, if you have integrated Apollo with Salesforce and choose to create a new contact, Apollo does not push the new contact to Salesforce if you disabled the "Push New Apollo Contacts to Salesforce" setting. For more information about Salesforce Push Settings, please refer to the "Configure Your Salesforce Push Settings" article.

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Update or Create Multiple Contacts to Reflect Job Changes

You can use the Job Change Alert feature to update or create new Contacts in bulk. First, launch Apollo and click Search.

Search

Click the icon for Table View.

Table View

 
Table View

Job change alerts are only visible in Table View.

You will see an alert if there are new available job changes. Click the New Job Changes alert button.

Alert

Click the checkboxes for the Contacts you want to update.

Contact Selection

Click the Bulk Update Job Changes drop-down and then click Update or Create New.

Bulk Update

The next sections show you how to either update existing Contacts or create new Contacts with the updated job information.

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Update Multiple Contacts' Job Changes

Click Update existing contact.

Update Existing Contact

Click Yes, Update.

Update

You have now updated multiple contacts to include the Job Change information.

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Create Multiple New Contacts With The Updated Job Information

You may not want to overwrite the information for existing Contacts. In this case, you can create new Contacts to reflect new job information.

Click Create new contact.

New Contact

Click the Select contact stage... drop-down to select the Stage to which you would like to assign the Contacts.

Stage

Click the drop-down to assign an Owner.

Owner

Click the drop-down to add the Contacts to a List.

List

Click the drop-down to add the Contacts to a Sequence.

Sequence

After you choose a Sequence, you can choose a linked email address from which to send. Click the drop-down and then select a Linked Email Address.

Email

Click Yes, Update to create new Contacts.

Update

You have now created multiple new contacts that reflect the Job Change information.

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Reject Multiple Job Change Updates

You can choose to disregard Apollo's Job Change alerts.

Click the Bulk Update Job Changes drop-down and then click Reject Update.

Bulk Rejection

Click Yes, Reject.

Confirm Rejection

You have now rejected multiple Job Changes.

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Use Custom Fields to Sync with Salesforce

You can create a custom field to sync Job Change information with Salesforce. Launch Apollo and click Settings.

Settings

Click Contacts.

Contacts

Click Custom Fields and then click + New Field.

New Field

Name your New Field.

Name

Click the drop-down to select the Type.

Type

Click the drop-down to select the field to which you would like the Job Change to map.

Salesforce Field

 
We Are All a Little Different

The Salesforce Fields available to you will likely be different from what you see here. This is dependent on how you have configured your Salesforce account.

Click Save.

Save

You have now created a custom field that will sync Job Change information with Salesforce.

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