B2B SaaS GTM Automation
Six sales and marketing tools connected to one CRM, so every new lead is captured, sorted, and logged automatically.
Client Overview
B2B SaaS selling to 911 operators
A SaaS company selling to 911 operators, running a multi-touch go-to-market motion across events, outbound, and inbound channels.
Problem
Six GTM tools ran in separate silos with nothing connecting them. A contact could submit a form, attend a webinar, and book a demo, and none of it reached the CRM automatically.
Solution
One automation system that connects six separate sales and marketing tools so they work together as one.
- Every inbound signal (form submissions, webinar registrations, attendance, and demo bookings) is captured by a dedicated n8n webhook and written into Attio automatically
- Each automation upserts the contact by email, runs enrichment, and writes a structured gtm:{action_type} note so the full journey is visible on one record
- Form submissions route by intent type. Free Sign-Up, Book Demo, and Contact Sales each trigger a different Klaviyo list, Lemlist sequence, and Slack channel
Outcomes
The team spends zero time on manual data entry and never loses track of a lead.
- Sales sees each lead’s full history on one record, so no follow-up slips through the cracks
- Hot leads get a faster response, since demo bookings post an instant Slack alert to the sales team
- Every lead automatically gets the right emails and follow-ups based on what they signed up for
- No duplicate or missing contacts, so the pipeline stays clean and trustworthy
- Webinar and event activity feeds straight into the CRM, giving a complete view of engagement
- Clean, consistent data makes future reporting and dashboards easy to build
Tech Stack
n8n runs every automation, Attio holds all the data, and the other tools either send in signals or take action.
The tool that runs all the automations and connects everything together
The CRM where all contact data lives
Sends marketing emails based on what each lead signed up for
Runs outbound email follow-ups based on each lead’s action
Where webinars run, and the source of sign-up and attendance data
Where leads book demos and submit forms
Where the sales team gets instant alerts about new leads and bookings