INTRODUCTION

Jeeva AI’s Signals feature helps you stay on top of important contact updates like job changes and promotions, so your outreach remains timely, relevant, and personalized. By connecting key integrations, setting up precise segments, and enabling enrichment, you can automatically refresh role data and push updates to your CRM without manually tracking individual profiles. This guide walks you through the complete setup, how to keep your data fresh, and how to troubleshoot when updates don’t appear.

1. CONNECT YOUR LINKEDIN ACCOUNT

Start by securely connecting and authenticating your LinkedIn account. This gives Jeeva access to live profile signals and ensures you have the most accurate job and promotion data.

2. DEFINE YOUR SEGMENTS

Set up lead segments with the job titles, industries, or companies you care about most. This focus helps the system spot the highest-value updates and direct enrichment efforts where they matter.

3. ENABLE LEAD ENRICHMENT

Turn on enrichment so job titles, promotions, and updated company details automatically flow into your Jeeva workspace. This prevents stale data and reduces manual updates.

4. INTEGRATE AND SYNC YOUR CRM

Link your CRM to Jeeva and map essential fields like job title, company name, and LinkedIn URL. Regular syncing ensures updated information from Signals is reflected in your CRM instantly.

5. VIEWING UPDATED INFORMATION

Newly enriched job titles and company changes appear in:

• Find Leads results
  
  

• The Leads Enrich tab after processing
  
  

• Your CRM once you sync or push updates
  
  

• 6. REFRESHING DATA

  
  

• Single person refresh: Use Enrich from LinkedIn URL or email to pull the latest role and company, then compare with your CRM.
  
  
  

• Bulk refresh: Run enrichment on a mapped CRM list using “Try Enrich Records” to update multiple contacts at once.

7. KEEPING YOUR DATA FRESH & ACCURATE

• Jeeva verifies and updates profiles in the background.
  
  

• You can manually re-run enrichment whenever needed.
  
  

• Include full LinkedIn URLs and accurate company domains in your data for better match rates.
  
  

• Follow proper mapping and formatting tips in the enrichment tool.
  
  

8. TROUBLESHOOTING SIGNALS NOT UPDATING

If updates aren’t showing:

1. Check your LinkedIn connection is active.
   
   

2. Confirm CRM mappings and sync are on.
   
   

3. Make sure you’re logged into the correct Jeeva account.
   
   

4. Check the System Status page for outages.
   
   

5. If still no update, manually enrich the record from its LinkedIn URL and note:
   
   

   • Record link
     
     

   • LinkedIn URL used
     
     

   • Expected title
     
     

   • Mapping screenshot
     Share these with Jeeva support.

9. ACTING ON RECENT JOB CHANGES

• Remember that LinkedIn daily/monthly sending limits apply when reaching out to updated contacts.
  
  

• Use Hot Leads scoring to focus on engaged contacts who recently changed roles.
  
  

• Export or sync these updated leads to your CRM to move them into your next campaign quickly.

SUMMARY

With LinkedIn connected, segments defined, enrichment enabled, and CRM sync set up, Jeeva AI Signals keeps your contact data accurate and up to date. You can refresh individuals or bulk lists anytime, validate suspected job changes instantly, and prioritize outreach to the most valuable recent movers. By following this process and using enrichment best practices, your team stays ahead of key role changes and never misses an opportunity to engage at the right moment.