Client: 4admin
Overview:
To help 4admin grow faster, we built a system that is a comprehensive and multi-stage automation system which connects social engagement (LinkedIn activity) to CRM updates in real time.
Using a custom-built solution integrating Teamfluence, Clay, Make.com, Lemlist, and Attio, we enabled 4admin to:
- Detect buying intent from LinkedIn activity
- Enrich contact and company data
- Launch personalized outreach
- Sync all touchpoints into their CRM
The Challenge:
Managing leads, enriching their data, outreaching them, and finally updating everything into the CRM, was slow and often led to mistakes. 4admin needed an automated system to streamline the process, improve accuracy, and improve results across their sales and marketing operations.
What we did for them:
A blueprint of the whole workflow was built using Make.com to connect every step, from a LinkedIn interaction all the way to updating the CRM, into one smooth, coordinated workflow.
Automation Stages
1. Capturing LinkedIn Engagement & Enriching Leads (Teamfluence → Clay)
This first stage is to capture engagement signals from LinkedIn and prepare the data for enrichment.
– Trigger Event
The workflow begins when Teamfluence detects that a LinkedIn lead’s status changes to “Active” (e.g. they liked, viewed, or commented on a post). A custom webhook sends this signal to Make.com.
– Data Collection
The system gathers detailed information about the engaged user, including:
- LinkedIn URL
- Email, first name, last name
- Job title and company details (name, website, industry, location, founding year)
- Follower and connection counts
- Engagement history
– CRM Lookup & Data Cleaning
The system checks their CRM (Attio) to see if the person already exists (using their LinkedIn URL or email).
It also cleans company website URLs by removing prefixes like http://, https://, and www. to avoid duplication.
Then, it searches Attio for existing company records using the cleaned domain or company name.
– Data Enrichment with Clay
Based on whether person or company records exist in Attio, the collected lead data (including source content URL, activity descriptions, and all enriched personal and company details) is pushed to Clay.com via a webhook for further enrichment and processing. This ensures that all relevant information is aggregated and prepared for outreach.
Models Used
gateway:CustomWebHook – Captures signals from Teamfluence
Attio:MakeAnApiCall – Checks for existing records in the CRM
Regexp:Replace – Cleans website URLs
Util:SetVariables – Manages temporary values during flow
Clay:CreateRecordInTable – Sends lead data to Clay for enrichment
2. Targeted Outreach with lemlist
The enriched lead data flows from Clay into Lemlist. This enables 4admin to launch highly personalized and targeted outreach campaigns using the complete contact and company profiles built during the enrichment stage.
3. CRM Sync: Automating Lemlist-to-Attio Integration
The final stage ensures all outreach activity like emails, connection requests, and responses is automatically tracked and reflected in Attio CRM, giving 4admin a complete, up-to-date view of their sales pipeline.
How It Works
Automated Trigger:
A webhook from Lemlist kicks off the process when specific actions occur, such as: the Email sent, LinkedIn invitation accepted, LinkedIn message delivered.
Data Matching:
The system uses the Lemlist campaign name to search a connected data store and fetch details like the associated list and owner.
Variables:
Key variables such as owner_id and list_id are automatically set, ensuring leads are assigned correctly within Attio.
Routing Logic:
Depending on the type of Lemlist activity, the workflow decides how to process and map the data, ensuring the right updates happen in the right place.
Attio CRM Synchronization:
Company Records:
Attio is queried for existing companies using name or domain. If no match is found, a new record is created.
Person Record:
Leads are either updated or created in Attio with enriched details: name, email, LinkedIn URL, job title, linked to the correct company.
Contact Stage Updates:
Critical to sales pipeline management, the integration updates the “Contact Stage” within Attio based on the list_id and the type of lemlist activity, categorizing contacts as “Contacted.”
Modules Used
lemlist:Activities – Captures Lemlist actions via webhook
Datastore:SearchRecord – Fetches campaign-related details
Util:SetVariables – Dynamically sets fields for routing
Regexp:Replace – Cleans and formats data
Attio:MakeAnApiCall, AssertAPerson, CreateAnEntry – Handles company and person updates in Attio
Conclusion and Result
By building a fully integrated, automated system, 4admin was able to completely reshape its sales and marketing operations.
Now they are able to do:
Faster lead engagement — responding to LinkedIn signals within minutes
Enriched and cleaner CRM data — no duplicates, no manual entry
Scalable personalization — outreach tailored to role, intent, and company context
Higher team efficiency — reduced time spent on repetitive admin work
Improved lead conversion — by acting on real intent.
With this system in place, 4admin now engages the right people at the right time automatically making their outbound strategy more effective than ever before.
Want a free blueprint of this exact automation workflow? Click on the link below:
