Go-To-Market Automation Library

Capture every lead, validate the email, enrich firmographics, upsert CRM, send a personal welcome, and alert Slack.

Trigger: Webhooks by Make → Custom Webhook (connect your site form)

Auto-create CRM contact and deal, assemble research brief, send SMS reminder, and notify AE in Slack.

Trigger: Calendly → Invitee Created

Create/update contact, schedule Day 0/3/7 tasks, send onboarding email series, notify Slack for new customer.

Trigger: Stripe → New Customer or Checkout Session Completed

On new row in Sheets: verify, enrich, upsert to CRM, add to outreach sequence, and tag with campaign.

Trigger: Google Sheets → Watch Rows (CSV import sheet)

Detect pricing/integrations visits, route known users to fast-follow sequence; unknown → retargeting list.

Trigger: GA4 or Plausible → New Event (visited pricing or integrations)

For deals with Days in Stage > X: send Slack escalation and create task ‘Move this deal or explain’.

Trigger: HubSpot → Watch Deals (every hour)

After 48h, if not viewed/signed: send gentle reminder, slack AE; optional VP nudge via Clay.

Trigger: PandaDoc/DocuSign → Document Sent

Add to cohort sheet; at day 30 prompt QBR scheduling; create prep task with KPIs.

Trigger: Stripe → New Subscription or HubSpot Lifecycle change to Customer

Automate recovery with timed emails and optional SMS; upsert an ‘Abandoned’ deal for tracking.

Trigger: Shopify → Checkout Updated where completed = false

On close, log reason/competitor/ACV/cycle time to Notion/Sheets and post weekly Slack rollups.

Trigger: HubSpot → Deal Closed Won/Lost

Contacts with Last Activity > 45 days get recycled into a re-nurture sequence with quiet owner alert.

Trigger: HubSpot → Contact property Last Activity > 45 days; Lifecycle = MQL/SQL

Compute lead score from enrichment, route by territory/segment, notify Slack when score ≥ threshold.

Trigger: Inbound lead or CSV import

Parse and standardize UTM parameters, update CRM Original Source/UTMs, keep a Sheets attribution log.

Trigger: Webhook or Sheets row from form

Every weekday at 8:00, roll up contacts, meetings, pipeline, revenue and send a 'Daily GTM' digest.

Trigger: Scheduler → Every weekday 8:00

Turn positive support signals into expansion: create opportunity task, add to outreach, notify AE.

Trigger: Intercom/Zendesk → Ticket Closed with “High satisfaction” or “Feature r…

Auto-deliver asset, verify/enrich, upsert with Lead Source = Lead Magnet, and start a 3-touch nurture.

Max attendance: confirmation + calendar, T-24h/T-1h reminders; post-event branch for attendees vs no-shows.

Turn accepted connections into pipeline with profile capture, CRM upsert, warm intro sequence, and Slack notes.

Detect positive reviews; create expansion task, send thank-you/referral email, Slack AE with account link.

Classify replies (demo/support/pricing/unsubscribe), route in CRM, auto-reply or create task + Slack owner.

Tag At-Risk; send dunning email; after 24h optional SMS + task; Slack finance/owner on multiple failures.

Start 10-minute timer; if no activity, Slack escalate, create 'Call now' task; auto-reassign if unavailable.

Match requested asset to file link, email instantly, upsert CRM, create T+48h follow-up, track requests in Sheets.

After 60 days, send tailored reactivation email referencing the reason; create AE task on reply/open ≥ 2.

Create seats/invites, add to onboarding template, email credentials, Slack team: 'SDR live, day 1.'

Score <7 → CSM rescue; Score 9–10 → AE upsell/reference + referral ask; weekly Slack summary.

Pull news/hiring changes; create tasks on triggers; Slack opener; add to micro-sequence.

Create referral deal; ledger commission % in Sheets; send partner confirmation; on won, email commission calc.

Watch RSS/alerts; filter by keywords; create opportunity with due date; Slack owner with next steps.

Normalize state/zip, route to owner by territory table, set Territory field, and notify owner.

Pull domain stats; flag bounce >3% or blocks; Slack corrective steps; pause sequences if needed.

Weekly digest if posts ≥1; auto-generate 3 social snippets; tag clickers in CRM for AE follow-up.

Detect no-show; send 2-click reschedule email/SMS; create follow-up; if rescheduled ≤48h, move back to Discovery.

Create AE checklist tasks, Slack summary with recording link, and assign next meeting creation to AE.

Upsert chat contact; if pricing intent, trigger Twilio instant callback; Slack transcript + link.

Summarize recent tickets/feedback; append to Notion ‘VOC’; Slack weekly digest to Sales and Product.

Create approval tasks due today; on approval generate/send proposal; Slack AE and leadership.

On usage signal, create PQL + AE task; send congrats email with relevant case study; Slack AE with play.

Normalize UTM/ad click data; update CRM original/recent source; append to Sheets for dashboarding.

Create legal ticket with SLA; send acknowledgment; Slack legal channel; close ticket and notify.

Draft from win data with AI; create Doc for PMM review; Slack checklist and due date; publish URL to CRM.

Detect competitor in notes/transcripts; fetch battlecard; Slack owner with talk-track and objections.

Day 12: value recap email + plan rec; create AE call task; Day 14: discount or extend trial option.

Enrich retailers for buyer titles; verify emails; upsert CRM; add to 5-touch wholesale sequence; Slack on opens.

Upsert contact + property; round-robin assign; SMS agent + email prospect; reassign if no action in 15 minutes.

Check conflicts; if clear, create contact/matter; generate PandaDoc retainer; notify attorney in Slack.

Enrich portfolio companies; score GTM readiness; append to Notion ‘Assist’; warm intro for free GTM audit.

Create client Drive folder; generate onboarding checklist; email kickoff packet; create internal tasks.

Create partner deal; Slack ‘Approve or Deny’; on approval send program terms; on denial send reason + next steps.

Pull pipeline/win rate/cycle/revenue; build HTML email with trends; send to exec list and archive to Sheets.