Automation & Integrations
Drip Campaigns: How to Set Up Automated Email Sequences
A drip campaign sends the right emails at the right time without anyone pressing send. Here is how to plan one, write…
Category: Automation & Integrations
Automation & Integrations
Email and CRM Sync: Keeping Contact Data in One Place
When your email list and CRM disagree, people get the wrong messages and sales lose context. Here is how to plan a…
Automation & Integrations
Lead Scoring: Prioritizing the Leads Most Likely to Buy
Not every lead deserves a sales call today. Lead scoring ranks them by fit and interest so your team spends time where…
Automation & Integrations
Automating Order Fulfilment Notifications
Customers want to know where their order is, and your team wants to stop typing the same emails. Here is how to…
Automation & Integrations
Slack Integrations That Save Small Teams Time
Slack is most useful when the information your team needs comes to it automatically. These integrations cut out copying, checking and chasing.
Automation & Integrations
Facebook Lead Ads: Sending Leads Straight to Your CRM
How to set up Facebook Lead Ads and connect them to your CRM, email list or inbox, so every lead gets a…
Automation & Integrations
API Integration: Connecting Your Website to Business Systems
How API integration links your website to your CRM, accounts, stock and booking systems, and how to plan a project that keeps…
Automation & Integrations
Workflow Automation: Tasks Every Small Office Can Automate
The repetitive office tasks that are easiest to automate, the tools that do it, and a simple way to choose what to…
Automation & Integrations
Marketing Automation for Small Business: Where to Start
A practical starting point for small businesses that want marketing to keep working while they get on with the actual work.
Automation & Integrations
Zapier for Small Business: Connecting Your Apps
A plain-English introduction to Zapier for small businesses, with practical automations you can set up without code.