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graph8 for GTM Engineer

A field guide for GTM Engineer. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Event pipeline — Connections, Functions, Destinations

A Jitsu-style event router: capture events from sites and apps, transform them with JavaScript Functions, fan them out to warehouses, ad pixels, CRMs, and analytics destinations.

Open it at

  • app.graph8.com/connections/overview — pipeline overview
  • /connections/list — source→destination event routing table
  • /connections/streams — tracking streams (sites/apps) with browser + server write keys
  • /connections/functions — JavaScript event-transform functions
  • /connections/destinations — routing targets (warehouse, GA4, Meta, LinkedIn Tag, OpenReplay, Matomo, etc.)
  • /connections/live-events — real-time event stream with Incoming / API Destinations / Batches tabs
  • /connections/tailor — dynamic page personalization
  • /connections/syncs — data sync jobs

Connections list showing source-to-destination event routing table with Functions transforms

Fig 1.1 — Connections list. Each row is a source → (optional Function transform) → destination edge. This is the heart of the GTM pipeline.

Functions are real JavaScript with test + run

Open /connections/functions and any function pops a full code editor with: live JS code, Test Env Vars, Sample Event payload, and a Run button. Write your transform, paste a sample event, click Run, see the output before deploying.

Function code editor showing JavaScript event-transform with Test Env Vars, Sample Event, Run button

Fig 1.2 — Function code editor. Standard JS with access to the incoming event payload + Env Vars. Test before you ship.

02. CRM + billing integrations with bidirectional field mapping

Connect HubSpot, Salesforce, Zoho, SugarCRM, and Stripe. Map fields both ways. Auto-fill or overwrite per field. Push/Pull/Activity/Appointments toggles per integration.

Open it at

  • app.graph8.com/studio/settings?tab=integrations — full integrations catalog

Today live: HubSpot connected (Salesforce/Zoho/SugarCRM available), Stripe connected for billing. Click any integration to open the settings modal — sub-tabs Push · Pull · Fields · Appointments with Auto Sync, Activity Sync, and per-record-type controls (Contact / Lead / Company / Deal).

Integrations tab showing CRM (HubSpot, Salesforce, Zoho, SugarCRM) and Payment (Stripe) integrations

Fig 2.1/studio/settings?tab=integrations. CRM + Payment categories. HubSpot & Stripe live; rest are one-click-connect.

HubSpot field mappings showing Graph8 Field to CRM Field with Auto Fill / Overwrite controls

Fig 2.3 — Field mapping. Per-object (Contact / Lead / Company / Deal) Graph8 Field ↔ CRM Field with Auto Fill / Overwrite radio per row. This is also the closest thing to a custom-field surface today — there’s no standalone /fields route.

03. Capture leads — Forms + web tracking snippet

Forms feed straight into the contact directory with full submission history. Web snippet is one HTML tag pointed at events.flow.graph8.com.

Open it at

  • app.graph8.com/forms — form list + submission tables
  • /connections/streams → click a stream → Setup Instructions for the web snippet

Forms detail shows the live submission table: First Name · Email · Received At · Page Title · URL. Every submission becomes a contact with full attribution to the source page.

Forms detail view for go-data-progressive-form with submissions table

Fig 3.1/forms submissions table. Every row is one form fill, linked back to the contact record.

Web snippet — paste once, track everything

The snippet ships as a single <script> tag with your stream’s write-key, pointed at events.flow.graph8.com. Drop it in your site’s <head> once; from then on every pageview, form submit, button click, and custom event flows into the Connections pipeline.

Site stream Setup Instructions showing HTML script snippet with write-key

Fig 3.2 — Stream setup. Copy the snippet, paste into <head>, watch events appear in /connections/live-events within seconds.

04. Programmatic access — API keys, Webhooks, MCP & CLI

10 API keys provisioned today, webhook endpoints for inbound events, and a full MCP server that exposes 80+ tools to Claude/Copilot via stdio or HTTP.

Open it at

  • app.graph8.com/studio/settings?tab=api — API Keys + Webhooks + MCP & CLI config

API Keys + Webhooks panel showing 10 keys redacted as d325...8e33 and webhook section

Fig 4.1/studio/settings?tab=api. API keys are displayed redacted (d325…8e33) — copy once at creation. Webhook section below for inbound POSTs.

MCP — Claude/Copilot/Cursor + graph8

The MCP server exposes the same 80+ tools the in-app Copilot uses (search contacts, create lists, launch sequences, query deals, generate quotes, etc.). Two modes: Local stdio for dev (running on your laptop) and GTM Mode for Claude Desktop. Config is JSON.

MCP Server and CLI configuration with JSON snippets for Local stdio and GTM Mode

Fig 4.2 — MCP & CLI config. Copy the JSON, drop into Claude Desktop / Cursor / your stdio host, restart, get all 80+ graph8 tools natively.

Tool discovery (heads-up for LLM consumers)

Only ~30 tools are returned in the default tools/list — the rest are hidden to keep context lean. Use g8_tool_search to load specific categories on demand:

g8_tool_search(query=“workflow”) // workflow / automation building g8_tool_search(query=“dialer”) // voice / dialer / phone calls g8_tool_search(query=“intent”) // buyer intent / signals / keywords g8_tool_search(query=“skill”) // LLM skill authoring g8_tool_search(query=“field”) // custom fields / properties g8_tool_search(query=“form”) // forms / form responses g8_tool_search(query=“snippet”) // web snippet / tracking install g8_tool_search(query=“playbook”) // playbooks (multi-step guides)

05. Audience sync, ad campaigns, and conversion attribution

Push graph8 audiences to Meta / LinkedIn / Google / X as match-rate-optimized custom audiences. Track form-fill + meeting-booked conversion rates back to ad source.

Open it at

  • app.graph8.com/ads — ad campaign manager + Create Campaign wizard
  • /analytics/conversions — Goal Completions + Form Performance
  • /analytics/acquisition — Channel + Source/Medium breakdown
  • /analytics/attribution — Sender performance (empty for graph8 org today)

The /ads wizard walks: Platform → Audience → Creative → Budget → Review → Publish. Audience step pulls saved lists from graph8 and pushes them as custom audiences. Creative step pulls ad images from the brand snapshot. Budget + Review + Publish hand off to the platform’s ads API.

Ads page with Create Campaign wizard showing your data for Meta, LinkedIn, Google, X

Fig 5.1/ads. “Manage audience syncs and ad campaigns across Meta, LinkedIn, Google, and X.”

Conversion analytics at /analytics/conversions showing Goal Completions and Form Performance with submission and conversion rates

Fig 5.2/analytics/conversions. Goal Completions (Form Submission, Meeting Booked) + Form Performance with per-form submission + conversion rates.

Discovered routes worth knowing

WhatRoute
Settings tree — 14 sub-tabs (Company, Users, Teams, Roles, Domains, Mailboxes, Phone Numbers, SSO, API/MCP, Compliance, Scraping, Integrations, Billing, Revenue, Tasks, Docs, Enrichment)/studio/settings?tab=...
Site crawl / scraping config/studio/settings?tab=scraping
Domain purchase, mailbox purchase, phone numbers/studio/settings sub-tabs
Live event stream (real-time debug)/connections/live-events
Dynamic page personalization/connections/tailor
Agents + Twins (Receptionist, SDR, CSM, AE roles)/agents
graph8-admin dashboard (713 customer orgs, Services, LLM Charges, Custom JS)/admin
Marketplace (SDR hiring)/marketplace
9-tab analytics/analytics/\{overview,acquisition,behavior,conversions,attribution,marketing-intelligence,realtime,live-visitors,performance-reports\}

Heads-up — naming + missing routes


Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication