Event-driven GTM Agents. Not batch jobs.
Trigger agents from live CRM, product, website, account, and lifecycle events — not schedules, manual prompts, or batch jobs.
The agent does not wait for a user to ask or a timer to run. It runs when the revenue event happens — with visitor intelligence, company context, and CRM history already loaded.
When an opportunity moves to Closed Won in @Close CRM, pull the full visitor history from @Lumitra. Summarize buying signals, key pages visited, and stakeholders involved. Create a CS handoff document with onboarding context. Update the account lifecycle stage to Customer. Post the deal summary and handoff link to #wins in @Slack.
Revenue events trigger agents. Not humans.
Every agent starts with a live event — a CRM change, a website visit, a product signal. Lumitra loads the full context, then the agent acts.
- •Full visitor history and buying signals
- •Company record and enrichment data
- •CRM owner and related contacts
- •Product activity and feature usage
- •Create CS handoff notes with full context
- •Update CRM fields and lifecycle stage
- •Post deal summary to #wins in Slack
- •Previous sessions and page views
- •Campaign source and attribution
- •Company fit score and employee count
- •Assigned AE and last touchpoint
- •Alert the account owner immediately
- •Summarize visit intent and history
- •Draft personalized follow-up email
- •Account usage trend over 90 days
- •Renewal date and contract value
- •Support tickets and NPS scores
- •Recent product activity changes
- •Trigger CSM retention workflow
- •Create task for proactive outreach
- •Update churn risk score in CRM
Watch agents work. In real time.
Every tool call, every API response, every decision — visible in a live transcript. No black boxes.
Expand any tool call to see the exact arguments sent and the full response received. Debug issues in seconds, not hours.
Triggered by event: Opportunity moved to Closed Won — TechFlow Analytics, $48K ARR. Loading account context.
34 sessions across 3 stakeholders over 90 days. Strong buying signals: pricing viewed 8 times, case study downloaded, ROI calculator completed. Creating CS handoff notes.
Account updated to Customer. Requesting approval to post deal summary and handoff to #wins channel.
You approve. Agents execute.
Add approval gates on any action — posting to Slack, creating promo codes in Stripe, updating CRM stages. You decide which steps need a human in the loop.
Review the exact data, edit arguments before approving, or deny with a comment. Agents run fast on safe actions and pause for approval on the ones that matter.
Approval needed: slack_post_message
Post Closed Won summary for TechFlow Analytics ($48K ARR) with CS handoff context to #wins in Slack
Every action logged. Every approval traced.
Complete audit trails for every agent session. See exactly what tools were called, what data was sent, and who approved each CRM write.
SOC 2 compliant. Every action is cryptographically logged. Export full session transcripts for compliance review.
Triggered by event: Opportunity moved to Closed Won — TechFlow Analytics, $48K ARR.
Approval needed: slack_post_message
Post Closed Won summary for TechFlow Analytics ($48K ARR) with CS handoff context to #wins in Slack
Deal summary posted to #wins. CS handoff document created with full visitor history, buying signals, and stakeholder map. Onboarding priority set to High.
Built for the teams that run revenue.
VP of Sales
“Deals close and CS gets a full handoff before I even finish my coffee.”
- •Agents trigger on Closed Won, not on someone remembering to do it
- •Every handoff includes visitor history, buying signals, and stakeholders
- •Full audit trail on every CRM update the agent makes
RevOps Lead
“We stopped losing context between sales and CS. The agent captures everything.”
- •Event-driven — no cron jobs to maintain, no manual triggers to forget
- •Approval gates on every CRM write prevent bad data from entering
- •One agent replaces a 6-step handoff checklist across 3 tools
CS Manager
“My team used to start onboarding blind. Now they have full deal context on day one.”
- •Onboarding starts with visitor history, not a blank slate
- •Buying signals and stakeholder map ready before the kickoff call
- •Churn-risk agents alert us before the customer reaches out
Growth Marketer
“When a target account returns to pricing, the agent alerts the AE with full context.”
- •Agents trigger on website events, not batch reports
- •Campaign attribution and visitor journey loaded automatically
- •Intent signals reach sales in seconds, not the next morning
VP of Sales
“Deals close and CS gets a full handoff before I even finish my coffee.”
- •Agents trigger on Closed Won, not on someone remembering to do it
- •Every handoff includes visitor history, buying signals, and stakeholders
- •Full audit trail on every CRM update the agent makes
RevOps Lead
“We stopped losing context between sales and CS. The agent captures everything.”
- •Event-driven — no cron jobs to maintain, no manual triggers to forget
- •Approval gates on every CRM write prevent bad data from entering
- •One agent replaces a 6-step handoff checklist across 3 tools
CS Manager
“My team used to start onboarding blind. Now they have full deal context on day one.”
- •Onboarding starts with visitor history, not a blank slate
- •Buying signals and stakeholder map ready before the kickoff call
- •Churn-risk agents alert us before the customer reaches out
Growth Marketer
“When a target account returns to pricing, the agent alerts the AE with full context.”
- •Agents trigger on website events, not batch reports
- •Campaign attribution and visitor journey loaded automatically
- •Intent signals reach sales in seconds, not the next morning
Deploy your first event-driven agent.
Connect your CRM and tools. Define the trigger. The agent runs when the revenue event happens — with full context and audit trails.