B2B SaaS GTM Automation hero

B2B SaaS GTM Automation

6 GTM tools wired into a single CRM so every inbound signal is enriched, routed, and logged automatically.

Client Overview

B2B SaaS Company

SaaS company selling into enterprise and mid-market B2B accounts with a complex, multi-touch GTM motion across events, outbound, and inbound channels.

Problem

6 inbound GTM signals with no automation connecting them

  • Six tools in the stack (Zoom, Lemcal, Klaviyo, Lemlist, Google Forms, Attio) with nothing connecting them — every signal lived in a silo
  • Attio needed to be the single source of truth, but had no way to receive data from any of the other tools automatically
  • A contact could submit a form, attend a webinar, and book a demo with zero visibility on their Attio record

The Solution

The final solution is a contact intelligence layer built on n8n that turns six disconnected GTM tools into one coherent system. Every inbound signal — form submissions, webinar registrations, attendance, and demo bookings — flows through a dedicated automation that upserts the contact in Attio, runs enrichment, and writes a structured note to the record. Attio sits at the center as the single source of truth, while Klaviyo, Lemlist, and Slack run alongside as non-blocking downstream enrollments. The result is a CRM where every contact’s full journey is visible on one record, with zero manual data entry.

How It Works

4 n8n automations covering every inbound GTM signal

  • 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 a single CRM 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

Complete contact journey visible on a single Attio record

  • 4 production-ready n8n workflows with JSON exports — all deployed
  • All contacts upserted by email — zero duplicate records created across multiple touchpoints
  • gtm:{action_type} note titles with consistent JSON bodies — queryable by prefix for future dashboards
  • Free Sign-Up, Book Demo, and Contact Sales each trigger different Klaviyo lists, Lemlist sequences, and Slack channels
  • Zoom webinar registration and attendance data written to Attio automatically — with session duration in minutes for attendees
  • Lemcal demo bookings trigger Attio contact updates and #sales Slack alerts without any manual follow-up

Tech Stack

n8n handles all automation. Attio is the single source of truth. Every other tool is a signal source or downstream action.

n8n

Automation orchestration and webhook handling

Attio

CRM and single source of truth for all contact data

Klaviyo

Email list enrollment by intent type

Lemlist

Outbound sequence triggers by signal type

Zoom

Webinar registration and attendance signal source

Lemcal + Google Forms

Demo booking and inbound form signal sources

Project Walkthrough