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Refresh Prospect Roles
Check profiles and refresh prospect titles and employers
Use this Agent instantly or customize it - no programming needed
- Weekday check scheduleWeekday check schedule
Your chosen weekday time starts each check and sets the 30-day cutoff.
- Prospect detailsProspect details
Your queued prospects have saved profile links, role details, owners, and last-checked dates.
- Professional profile detailsProfessional profile details
Your linked profiles provide the names, current titles, and employers needed to confirm changes.
- Review settingsReview settings
Your campaign choices and matching rule determine which prospects qualify for automatic edits.
Your sales outreach tool holds campaign prospects, checks linked profiles, and saves role changes or review tasks.
- Owner review tasksOwner review tasks
Your contact or campaign owner gets a task naming the missing or disputed role evidence.
- Owner review tasksOwner review tasks
Your contact or campaign owner gets a task naming the missing or disputed role evidence.
- Checked prospect detailsChecked prospect details
Your prospect keeps confirmed role details and a check date for the next review.
This Agent starts at your chosen weekday time and checks due prospect profiles. It saves clear title or employer corrections and assigns review tasks to contact owners for disputed cases.
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AirtableUsed as:
- Sales outreach tool
Airtable holds campaign prospects, checks linked profiles, and saves role changes or review tasks.
PodioUsed as:
- Sales outreach tool
Podio holds campaign prospects, checks linked profiles, and saves role changes or review tasks.
KintoneUsed as:
- Sales outreach tool
Kintone holds campaign prospects, checks linked profiles, and saves role changes or review tasks.
Made for your industry
Refresh Prospect Roles is made for businesses in these industries.
- Advertising and Marketing
Refresh client prospects' roles before agency outreach.
Show all Agents for the Advertising and Marketing industry - Software
Keep buyer titles and employers current before sales outreach.
Show all Agents for the Software industry - IT Services
Check IT prospects' employers before service outreach.
Show all Agents for the IT Services industry - Consulting
Check client prospects' employers before new business outreach.
Show all Agents for the Consulting industry - Staffing and Recruiting
Update hiring contacts' roles before client outreach.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Check purchasing contacts' employers before sales outreach.
Show all Agents for the Wholesale Distribution industry - Management Consulting
Refresh executive prospects' roles before client outreach.
Show all Agents for the Management Consulting industry - Cybersecurity
Update security buyers' roles before sales outreach.
Show all Agents for the Cybersecurity industry - Corporate Training
Verify learning contacts' titles before training outreach.
Show all Agents for the Corporate Training industry
Made for your role
Refresh Prospect Roles is made for people in these roles.
- Account Executive
Refresh prospect roles before starting sales conversations.
Show all Agents for the Account Executive role - Sales Development Representative
Verify prospect roles before sending outreach.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Correct clear role changes and assign uncertain ones for review.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Update prospect titles and employers before outreach.
Show all Agents for the Sales Representative role - Business Development Manager
Check prospect titles before new business outreach.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Keep titles and employers current on prospect lists.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Flag uncertain role changes for contact owners to review.
Show all Agents for the Sales Coordinator role - Sales Researcher
Check professional profiles and flag uncertain matches.
Show all Agents for the Sales Researcher role - Sales Operations Manager
Keep outreach contact details current and route disputed changes.
Show all Agents for the Sales Operations Manager role - Outreach Coordinator
Refresh campaign contacts' roles before messages go out.
Show all Agents for the Outreach Coordinator role
Made for your department
Refresh Prospect Roles is made for people in these departments.
- Sales
Correct clear title and employer changes before contacting prospects.
Show all Agents for the Sales department - Sales Operations
Update confirmed prospect roles and route disputed changes to owners.
Show all Agents for the Sales Operations department - Business Development
Keep prospect roles current before new business outreach.
Show all Agents for the Business Development department - Outreach
Refresh queued contacts' job details before campaigns go out.
Show all Agents for the Outreach department
How Refresh Prospect Roles works
5 steps, in order, on every run.
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Find prospects due for reviewFind prospects awaiting outreach in your chosen campaigns. Include blank check dates and dates over 30 days old.
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Check professional profilesEnrich each saved professional profile with automatic contact edits off. Read the current title and employer.
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Compare roles before editingCompare the profile name and role with saved details. Flag conflicts or several current roles for owner review.
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Save clear correctionsUpdate the title or employer only for a clear identity and current role. Record the check date for clear results.
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Assign disputed casesAssign a task to the contact owner when evidence is missing or disputed. Include both versions and the exact conflict.
How to Get Started
Connect the tools you already use, such as Airtable, Podio or Kintone.
3 tools
- Choose the outreach campaigns and the weekday check time.
- Connect the professional-profile account required for profile enrichment, and allow the Agent to read prospects, edit contact fields, and create tasks.
- Set the contact field that stores each prospect's profile URL, the contact owner, and a last-checked date field; treat blank dates or dates over 30 days old as due.
- Keep automatic writing of enriched profile data off so the Agent can review a result before changing a job title or employer.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Refresh Prospect Roles:
Yes. You connect the required profile account and save profile URLs on prospects. The Agent reviews results before updating contact fields.
You choose the campaigns and weekday check time. Prospects qualify when their last check is blank or over 30 days old.
The contact owner gets a review task with the competing details. The Agent leaves the saved title and employer unchanged.
Your configured campaign owner gets the task. It flags the missing contact owner so your team can resolve both issues.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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