Weekly Slack alerts for customer job changes

Every Monday at 8am, run an agent that watches my top customer-success contacts for job changes. The trigger is a cron schedule on Monday 8am in my local timezone.

Step 1. Pull contacts from HubSpot. Use HubSpot Search Contacts to fetch my top customer-success contacts. Default filter: lifecycle stage equals customer AND (contact owner is in my high-value owner list OR contact is on a named HubSpot list of top accounts). I'll tell you which owners or list to use during setup. Cap the batch at 50 contacts per run, sorted by deal value or last activity date descending so the most important customers get refreshed first. Make sure you pull each contact's id, email, linkedin_url (or website), first name, last name, current company name, deal owner, and any custom email/phone fields I want updated.

Step 2. Re-verify each contact with Wiza. For each contact in the batch, call Wiza Start Individual Reveal using the LinkedIn URL when present, otherwise the email. Use the phone or full enrichment level so you get verified email and phone back. Wiza is async, so for each reveal poll Wiza Get Individual Reveal until the status is finished (or skip the contact after a reasonable timeout). Capture the returned current company, current job title, verified work email, and verified phone.

Step 3. Detect job changes. For each contact, normalize the company name (lowercase, strip Inc/LLC/Ltd, trim whitespace) and compare Wiza's current company against the company stored on the HubSpot contact. If they don't match, treat it as a likely job change. Skip contacts Wiza couldn't enrich. Don't flag mismatches that look cosmetic (e.g. "Acme" vs "Acme, Inc.").

Step 4. Write back to HubSpot for every flagged contact. Use HubSpot Create Task to file a task titled "Re-engage [Contact Name] at [New Company]" assigned to the deal owner on the contact's primary open deal (or the contact owner if no open deal). Set the task due date to two business days out and priority HIGH. Then use HubSpot Update Contact to write Wiza's verified email into my custom field (I'll specify the property name during setup, e.g. wiza_verified_email) and the verified phone into the matching custom phone field. Don't overwrite the standard email/phone fields, only the custom ones.

Step 5. Post the weekly Slack digest. Use Slack Send a Message to post a single message to my customer-success channel (I'll pick the channel during setup). Title it "Customer job changes this week". Then list every flagged contact, ranked by deal value descending, with: full name, old company, new company, new job title, verified work email, verified phone, deal owner, and a link to the HubSpot contact record. If no job changes were detected, post a short "No job changes detected this week across N contacts checked" message instead of skipping entirely.

Notes for the build. Cap the per-run batch at 50 contacts because Wiza reveals consume credits. Surface the cap and the projected credit cost in the run summary. Handle Wiza rate limits and partial misses gracefully. Don't fail the whole run if one contact can't be enriched. If HubSpot returns no contacts matching the filter, just post a quiet "No top customers matched this week" Slack note and exit.