📄STEP 1: CREATE A SOURCE:
For every Journey a Source is required to start the Journey. Here, you create the source basis the Journey use case you want to run in Tapistro.
CSV Upload (Person or Company-Level Data)
Upload a CSV of raw leads from sources like events, forms, webinars, scraping, or intent platforms. Tapistro ingests your uploaded CSV and prepares it for enrichment by standardizing field formats (name, email, company, domain, title, etc.).
Files can contain either individual contact info or company-level inputs (domains, names).
🔍 STEP 2: Create a Journey
Log into Tapistro, go to the Journeys page, and select New Journey from the upper-right area.
In the Journey Canvas, provide a relevant name for your journey.
From the Type select Source Ingest.
From the Source ID bar, select the source you want to work with i.e the CSV Upload Source created in step 1.
Individual attendee identity (name, role, LinkedIn, email, etc.)
Associated company profile (name, domain, HQ, size, industry, etc.)
🧠 Objective: Unify person and company records from fragmented data to establish attribution and context.
🔍STEP 3: Source Discovery
Add a node and select Source Discovery from the type list.
Tapistro Identifies Person & Company-Level Data by Source Discovery
Individual attendee identity (name, role, LinkedIn, email, etc.)
Associated company profile (name, domain, HQ, size, industry, etc.)
🧠 Objective: Unify person and company records from fragmented data to establish attribution and context.
🧩 STEP 4- Enrich Contacts & Companies
Tapistro enriches both people and companies using 20+ datapoints.
Add an Account Enrichment or Person Enrichment step in the Journey.
Verified emails & phone numbers
LinkedIn URLs
Company revenue, tech stack, headcount
HQ location & domain
🧠 Objective: Build sales-ready profiles with actionable insights for targeting.
🧹 STEP 5- Match & Clean with CRM
Run enriched leads through your CRM to:
Identify existing contacts or customers
Suppress competitors/internal teams
Flag duplicates or inactive records
Filter expressions for checking against CRM such as HubSpot could look like:
"payload->> 'hubspotlistId:X' IS NULL AND payload->> 'hubspotlistId:Y' IS NULL"
where X,Y could be the list ID in your CRM.
🧠 Objective: Focus only on net-new, ICP-fit, in-market opportunities.
See how to make CRM connections here.
🚀 STEP 6- Activate in GTM Channels
Trigger orchestrated, multi-channel actions based on rules or manual review:
🔁Email: Launch hyper-personalized outbound using 20+ micro-segments
📥 Route to AE/SDR via Slack, Teams or CRM
🤖LinkedIn Automation: Automatically send connection + nurture sequences
📞Calling: Activate high-touch calls for top-tier accounts
📥List : Download the data as a list with engagement data enriched.
In Tapistro we define activation in Destinations. Follow these steps:
Config Type: Select Destination.
Destination: Choose the Destination for this journey via the list.
Save your journey and review.
🧠 Objective: Convert static CSV lists into GTM-ready campaigns with speed and precision.