Tool Sync Workflow

This drill builds the n8n automation layer that connects all your GTM tools. Without sync workflows, data gets siloed and manual data entry wastes hours every week.

Prerequisites

• n8n instance running with MCP connected
• All GTM tool API keys configured in n8n credentials
• Attio CRM as the central data hub

Steps

1. Map your data flows

Define what data needs to flow between tools: Clay enriched leads -> Attio contacts, Instantly replies -> Attio deals, PostHog product events -> Attio contact properties, Attio deal stages -> Loops segments. Draw the flow before building.

2. Build the enrichment-to-CRM sync

Use the n8n-crm-integration fundamental. Create a workflow: Clay webhook (new enriched row) -> Set node (map fields) -> Attio node (create/update contact). Handle deduplication by searching Attio by email first.

3. Build the email-to-CRM sync

Use the n8n-email-integration fundamental. Create workflows for: Instantly reply received -> classify intent -> create deal for positive replies. Loops unsubscribe -> update Attio contact opt-out status.

4. Build the product-to-CRM sync

Create a workflow: PostHog webhook (key product events) -> Attio node (update contact properties with usage data). This enriches your CRM with product engagement data.

5. Add error handling and monitoring

Use the n8n-error-handling fundamental. Configure error workflows, retry logic, and Slack alerts. Build a daily health check workflow that verifies all sync workflows ran successfully.

6. Schedule data hygiene

Use the n8n-scheduling fundamental. Build weekly workflows for: stale deal alerts, duplicate contact detection, and sync status reporting. These keep your data clean as volume grows.