For RevOps and integration
Attach lifecycle to the stack you already run
You own the data plumbing between acquisition, product and CRM. PatternSix attaches to your existing email and CRM tooling as the system of record — no migration, no second source of truth.
How PatternSix connects to your existing systems
The service consumes signals you already produce and operates inside the tooling you already own.
Your tooling stays system of record
PatternSix attaches to your existing CRM and email tooling as the system of record. AI colleagues operate within it rather than asking you to migrate contacts to a separate platform.
Upstream data as inputs
The service depends on upstream acquisition and product-usage data as inputs. Those signals feed segmentation and trigger logic without duplicating your data warehouse.
Behaviour-based triggers, not schedules
AI colleagues construct trigger and sequencing logic on product-usage signals, shifting programmes from time-based sends to behaviour-based ones so a message responds to what a user actually does.
Consent state governs eligibility
Segments feed trigger logic while consent state governs who is eligible. Suppression, consent state and unsubscribe are enforced as a deterministic constraint checked before every send.
From connection to sends
How the integration goes live
The same path from first connection to operating journeys.
Connect the sources
You connect your existing CRM and email tooling and the upstream acquisition and product-usage data the journeys will read from.
Map the objects
AI colleagues segment contacts against product-usage signals and construct behaviour-based trigger logic, with consent state mapped to govern eligibility.
Approve before it runs
The named human owner reviews and approves templates, consent-handling rules and journey logic before anything deploys to your contacts.
Operate and audit
AI colleagues schedule sends and iterate on timing and variants within approved logic; every resulting send lands in the audit trail for review.
How PatternSix fits your data model
You already own the system of record
If you own revenue operations or the integration layer, a new marketing service usually means one more system to plumb in, one more place data can drift out of sync, and one more question about who holds the authoritative record. PatternSix is designed to avoid that. It works inside the CRM and email tooling you already run; it does not ask you to migrate contacts to a separate platform or maintain a parallel database of truth.
Signals in, behaviour out
The service reads upstream acquisition and product-usage data as inputs. Those are the same signals your product and analytics already produce — sign-up events, activation milestones, usage frequency, lapses in engagement. AI colleagues use them to segment contacts and to construct behaviour-based trigger and sequencing logic, so a message fires because of what a user did, not because a clock reached a fixed interval. For teams whose lifecycle programmes still run on time-based schedules, that is the substantive change: the timing follows behaviour.
Autonomy bounded by construction
Autonomy here is bounded by design, not by convention. AI colleagues draft copy, build and maintain triggers, segment contacts, schedule sends and iterate on timing and variants against engagement. But they operate inside configured constraints. Consent and suppression checks run deterministically ahead of dispatch, and no model judgement can override them. A named human owner approves messaging templates, consent-handling rules and any material change to journey logic before it goes live. Advertising and data-protection compliance decisions stay with that owner.
A legible surface you can inspect
What your team gets back is a defined integration surface and a record you can inspect. The objects are explicit — journeys, templates, contacts, sends and consent records — so what enters and leaves your stack is clear to whoever maintains it. The audit trail captures the reasoning behind each dispatch, not only the fact of it. When someone asks why a particular contact received a particular message, the answer sits in the trail rather than in someone's memory.
What integration leads ask before connecting
Do we have to migrate our contacts to a new platform?
No. The service operates inside the CRM and email tooling you already run, and your contacts stay where they are. There is no separate platform to move them into.
What data does the service need from our stack?
Upstream acquisition and product-usage data as inputs — the events your product already produces. Those feed segmentation and behaviour-based trigger logic. The service does not rebuild your warehouse.
How is opt-out enforced across our accounts?
Consent and suppression are applied as a deterministic gate ahead of dispatch, evaluated for each contact against their recorded state. No model judgement decides eligibility.
Who is accountable when an AI colleague changes a journey?
A named human owner approves any material change to journey logic before it goes live. AI colleagues iterate only on non-material timing and variants within approved templates and logic.
How do we verify what was actually sent?
The send-level audit trail records each dispatch with its recipient and the reason it fired, giving your team and the accountable owner a basis for review and reconciliation.
Does this duplicate work our stack already handles?
No. The service consumes your existing acquisition and product-usage signals rather than recreating them, and it complements your CRM rather than replacing it. It adds the lifecycle operating work, not another source of truth.
Bring your stack; we will scope the integration
Tell us which sources you hold and which journeys are running, and we will scope how PatternSix would attach to them.