Notification Setup Guide
Introduction
We're excited to help you understand what Boomerang fields and conditions you can use to set up Notifications.
If you are using an external tool for notifications, these are the custom fields (Contact) that you need to sync between your CRM and tool to ensure smooth automation and timely alerts.
Custom Fields for Notifications
To set up notifications correctly, ensure your CRM syncs the following custom fields with the external notification platform:
Fields to be synced:
- Is a BR – Identifies whether the contact is tracked as a Boomerang lead.
- BR Plays – Specifies the type of play related to the contact.
- Account Type – Helps distinguish whether the contact belongs to a Customer Account or another category.
- Current Job Start Date – Indicates when the contact started their new role.
- BR Past Relationship – Describes the contact’s past connection with your company (e.g., past user, past champion).
- BR Past CRM Account – The previous company where the contact was tracked in your CRM.
Notification Scenarios
These are some of the scenarios in which you can set up notifications:
1️⃣ Notification to SDR/BDR (Contact Owner)
Use: Notify SDR/BDR on monthly job change contacts pushed to CRM.
Trigger Conditions:
- Is a BR = True
Action:
- Notification to SDR/BDR Channel and/or direct message to SDR/BDR.
Sample Message:
Hi {{ Owner_Name }}, you have been assigned a new job change contact 🔥.
{{ Contact_First_Name }} {{ Contact_Last_Name }} has recently joined {{ Contact_Company }} as a {{ Contact_Job_Title }} on {{ boomerang_current_job_started_date }}.
They were a {{ boomerang_past_relationship }} previously working at {{ boomerang_past_crm_company }}.
2️⃣ Notification to AE (If contact joins an account with an open opportunity)
Use: Notify the AE when a job change contact joins an account with an existing opportunity.
Trigger Conditions:
- Is a BR = True
- BR Plays CONTAINS the text “[Open Opp]” (include the [ ] )
Action:
- Notification to AE Channel and/or direct message to AE Owner (if mapped out).
Sample Message:
Hi {{ Owner_Name }}, a job change contact has joined an account with an open opportunity!
{{ Contact_First_Name }} {{ Contact_Last_Name }} has joined {{ Contact_Company }} as a {{ Contact_Job_Title }} on {{ boomerang_current_job_started_date }}.
This account has an open opportunity – might be worth checking in!
They were previously a {{ boomerang_past_relationship }} at {{ boomerang_past_crm_company }}.
3️⃣ Notification to CSM (If contact joins a customer account)
Use: Notify the CSM when a job change contact joins a Customer Account.
Trigger Conditions:
- Is a BR = True
- Account Type = “Customer”
Action:
- Notification to CSM Channel and/or direct message to CSM Owner (if mapped out).
Sample Message:
Hi {{ Owner_Name }}, a job change contact has joined one of your customer accounts!
{{ Contact_First_Name }} {{ Contact_Last_Name }} has joined {{ Contact_Company }} as a {{ Contact_Job_Title }} on {{ boomerang_current_job_started_date }}.
Since this is a customer account, you might want to reach out!
They were previously a {{ boomerang_past_relationship }} at {{ boomerang_past_crm_company }}.
4️⃣ Customer Executive Movement Notification
Use: Notify internal Execs when a high-value executive job movement happens.
Trigger Conditions:
- Is a BR = True
- BR Plays CONTAINS the word “Executive”
Action:
- Notification to Execs Channel and/or direct message to Sales Leaders.
Sample Message:
Hi Team, a high-value executive job movement just happened! 🚀
{{ Contact_First_Name }} {{ Contact_Last_Name }} has joined {{ Contact_Company }} as a {{ Contact_Job_Title }} on {{ boomerang_current_job_started_date }}.
Given their role, it might be strategic to engage early.
They were previously a {{ boomerang_past_relationship }} at {{ boomerang_past_crm_company }}.