Automation & Integrations
Lead Routing: Sending Each Enquiry to the Right Person Automatically
How lead routing works, the common routing rules small and mid-sized businesses use, and how to set up automatic assignment with your…
Category: Automation & Integrations
Automation & Integrations
Google Sheets API: Turning a Spreadsheet Into a Simple Data Source
How to use the Google Sheets API to read and write spreadsheet data from your website or app: setup, authentication, common use…
Automation & Integrations
Workflow Automation for Remote Teams
Practical workflow automation ideas for remote teams: requests, approvals, onboarding, status updates, documents and reporting, with the tools and guardrails that make…
Automation & Integrations
Inventory Sync Between Your Store and POS Through an API
How to sync inventory between an online store and POS through an API: data ownership, conflict rules, sync frequency and failure handling.
Automation & Integrations
Mailchimp vs Constant Contact for Small Business Email
Mailchimp and Constant Contact are two of the most common email tools for small businesses. Here is how they compare on ease…
Automation & Integrations
HubSpot vs Mailchimp: Choosing an Email and Automation Tool
HubSpot and Mailchimp both send email and automate follow-ups, but they fit different stages. Here is how to compare CRM depth, pricing…
Automation & Integrations
IFTTT for Business: Simple Recipes That Save Time
IFTTT connects apps with simple if-this-then-that recipes. Here is how businesses use it for alerts, social posting and light automation, and when…
Automation & Integrations
Document Automation: Contracts and Proposals on Autopilot
Document automation fills templates with data from your CRM or forms, sends them for signature and files the result, so proposals and…
Automation & Integrations
Mailchimp Automation: Setting Up Your First Workflow
Mailchimp automations send the right email at the right moment without you pressing send. Here is how to plan and build your…
Automation & Integrations
Email Segmentation: Sending Relevant Messages to Each Group
Sending the same email to everyone on your list is the fastest way to lower opens and raise unsubscribes. Here is how…