> ## Documentation Index
> Fetch the complete documentation index at: https://hc.starbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync job changes to your CRM

> Push job change contacts and signals into your CRM for rep actioning, automated workflows, and historical tracking.

When Starbridge identifies a job change, you get two things: a **contact** — the person who changed jobs — and a **signal** — the event itself. We recommend syncing both.

Contacts sync to your CRM Contact object to keep your contact data current. Signals can be consumed directly in the Starbridge feed, or synced into a dedicated custom object in your CRM for automated workflows, task creation, and reporting.

<Info>
  This article assumes your CRM is connected and account matching is complete. See [Connect your CRM](/admins/connecting-your-crm) and [Account matching](/integrations/account-matching) if you haven't done these yet.
</Info>

## Why separate contacts from signals

**Contacts** represent current state — who someone is, where they work, what their title is today. **Signals** are immutable historical events — the fact that someone changed roles on a specific date never changes, even as the contact's current state evolves.

Keeping them separate means your Contact records stay accurate and up to date, while your job change records preserve the full history of career transitions across your accounts.

## Choose your path

There are two ways to consume job change signals. Most teams start with Path 1 and graduate to Path 2 as their workflows mature.

|                          | Path 1: Starbridge feed                                      | Path 2: Custom object                                             |
| :----------------------- | :----------------------------------------------------------- | :---------------------------------------------------------------- |
| CRM setup required       | Minimal — contacts only                                      | Yes — custom object + automations                                 |
| Signal history in CRM    | No                                                           | Yes                                                               |
| Automated task creation  | No                                                           | Yes                                                               |
| CRM reporting on signals | No                                                           | Yes                                                               |
| Good for                 | Teams getting started or focused on other use cases to start | Teams with a CRM admin ready to configure a full job changes play |

Regardless of which path you choose, always sync contacts to your CRM Contact object first. The steps below cover contacts first, then the two paths for signals.

## Step 1: Sync contacts to your CRM

Before syncing job change signals, make sure every person in your Job Changes Bridge exists as a contact in your CRM. This ensures that when job change records are created, the contact lookup resolves correctly.

Follow the full guide at [Sync contacts to your CRM](/integrations/sync-contacts-to-your-crm).

## Path 1: Starbridge feed

In this path, job change signals stay in Starbridge. Reps review them in their feed and email digest, and take action manually — creating leads or tasks in your CRM when relevant.

This path requires no additional CRM setup beyond syncing contacts.

**How to set up a review workflow for your team:**

* Reps log into Starbridge and review their feed, or read their email digest
* When a relevant signal surfaces, reps create a task or lead in your CRM manually
* Reps use Starbridge's built-in status flags (Actioned, Starred, Not interested) to track what they've reviewed

**When to consider moving to Path 2:**

* Your team has clear patterns of which signal types always require action
* You want automated task creation or routing rather than manual triage
* You need job change data in CRM reports and dashboards

## Path 2: Custom object

In this path, job change signals sync into a dedicated custom object in your CRM. Each signal becomes its own record, associated to the contact and account, giving you a full history of transitions and a foundation for automated workflows.

### Why a custom object

Syncing job changes to a custom object — rather than as fields on the Contact or Account — keeps your data model clean:

* **History-preserving** — each job change is a separate record, so a contact can have multiple job changes over time without losing prior context
* **Reporting-friendly** — easy to answer questions like "Which accounts lost a key contact in the last 90 days?" or "How many new hires joined ICP accounts this quarter?"
* **Clean separation** — contacts hold current state; the custom object holds the historical event record

### Video walkthrough

Watch a full video walkthrough at [Starbridge University](/university/for-admins).

### Before you start: create the custom object in your CRM

Create a custom object called **Job Change** (or **Signal: Job Change**) with the following fields:

**Relationship fields:**

* **Contact** (Lookup → Contact) — the person who changed jobs
* **Account** (Lookup → Account) — the account associated with the contact

**Core fields:**

* **Job Change Type** (Picklist) — New Joiner, Title Change, or Departure
* **Effective Date** (Date) — when the job change takes effect
* **Announced Date** (Date) — when the job change was announced
* **Summary** (Long Text) — description of the job change
* **Current Title** (Text) — the person's current title
* **Previous Title** (Text) — their previous title, for title changes

**Deduplication field:**

* **Job Change ID** (External ID, Text) — Starbridge's unique identifier for each job change event. Mark this as an External ID to enable upsert operations and prevent duplicate records.

**Optional prioritization fields:**

* **Account ICP?** (Checkbox)
* **Contact Champion?** (Checkbox)

<Note>
  Once you've created the custom object, go to **Settings → Integrations**, open your CRM integration, and enable the Job Change object and all its fields so Starbridge can read and write to it.
</Note>

### Set up the sync

<Steps>
  <Step title="Enrich the Job Change ID">
    In your Job Changes Bridge, add a column to pull the Starbridge Job Change ID: **Add column → Enrich Job Change Info → Job Change ID**.

    This is Starbridge's unique identifier for each job change event. You'll use it to deduplicate records in your CRM and prevent the same job change from being created twice.
  </Step>

  <Step title="Add an account lookup column">
    Add a **Lookup Record in CRM** column for the Account or Company object with account matching enabled. This resolves the correct CRM account for each buyer row and is used to associate job change records to the right account.
  </Step>

  <Step title="Add a contact lookup column">
    Add a **Lookup Record in CRM** column for the Contact object. Match on email first, then fall back to Starbridge Contact ID — the same if-else structure used in the contacts sync.

    This resolves the correct contact record so the job change can be associated to the right person.
  </Step>

  <Step title="Add a Job Change ID lookup column">
    Add a **Lookup Record in CRM** column for the Job Change object. Match on **Job Change ID** (the External ID field you created). This tells Starbridge whether a record for this job change already exists in your CRM, enabling the upsert to update rather than duplicate.
  </Step>

  <Step title="Add a sync column for the Job Change object">
    Click **Add column → Configure integration → Sync Record in CRM**, select your Job Change custom object, and set the sync type to **Create and manage record**.

    Map each Starbridge column to the corresponding CRM field. Key mappings:

    * Job Change ID → Job Change ID (External ID)
    * Account ID from account lookup → Account relation field
    * Contact ID from contact lookup → Contact relation field
    * Job Change Type, Effective Date, Announced Date, Summary, Current Title, Previous Title → corresponding custom fields

    <Tip>
      When adding the sync column, select **Run First 5 rows** and run the sync for those only. Verify that job change records were created correctly, contacts and accounts are associated as expected, and no duplicates were created. Adjust mappings if needed, then run for all rows.
    </Tip>
  </Step>

  <Step title="Add a run condition">
    Add a run condition: only run if the account lookup column's Record ID is not empty. This prevents orphan job change records from being created when no matching CRM account is found.
  </Step>
</Steps>

### Set up CRM automations

Once job changes are syncing to your CRM, configure automations to route signals to the right people automatically.

**New hires and promotions at ICP accounts**

Trigger when a new Job Change record is created where Type = "New Joiner" or "Title Change", the account is an ICP account, and the current title matches your target decision-maker roles.

Action: create a Task assigned to the Account Owner or SDR/BDR owner, due 7 days from the effective date, with the job change summary and a link to the CRM record.

**Departing champions**

Trigger when a new Job Change record is created where Type = "Departure", the account is a customer account, and the contact is marked as Executive Sponsor, Champion, or Primary Contact.

Action: create an urgent Task assigned to the CSM or AM owner, due immediately or before the effective date, flagging the retention risk and prompting them to identify a replacement champion.

**Champions moving to new accounts**

Trigger when a new Job Change record is created where Type = "New Joiner", the account is an ICP account, and the contact is marked as Champion or Executive Sponsor in your CRM from their previous company.

Action: create a Task assigned to the AE or Account Owner, due 3 days from the effective date, noting the warm intro opportunity and linking to the previous account record.

<Tip>
  For high-priority signals — champions departing, executives joining top-tier ICP accounts — consider sending a Slack or Teams notification in addition to a task. Post to a dedicated `#job-changes` channel and tag the relevant rep or CSM so nothing slips through.
</Tip>

### Reporting

With job changes as a dedicated object, you can build reports like:

* Champions who moved to ICP accounts in the last quarter
* Accounts that lost key contacts in the last 90 days
* New hires at target accounts by title and month
* Job change volume by type over time

## Alternative: CRMs without custom object support

If your CRM plan doesn't support custom objects, you can add two custom fields directly to the Contact object instead:

* **Started Date** (Date) — when the contact started at this employer
* **Ended Date** (Date) — when the contact left

Map **Effective Date** to Started Date for new joiners, and to Ended Date for departures. Build automations that trigger on updates to these fields.

<Warning>
  This approach conflates signals with contact state and loses history when a contact has multiple job changes over time. If your CRM supports custom objects, always use the dedicated Job Change object approach.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Sync contacts to your CRM" icon="user" href="/integrations/sync-contacts-to-your-crm">
    Full step-by-step for creating and updating CRM contacts from Starbridge.
  </Card>

  <Card title="HubSpot-specific details" icon="h" href="/crm-enrichment-columns#hubspot-specific-details">
    Normalized fields and association limits specific to HubSpot.
  </Card>
</CardGroup>
