Automation & Integrations
Automated Appointment Reminders by Email and SMS
Automated appointment reminders cut no-shows and save staff time. Here is how to plan timing, choose email or SMS, write messages, handle…
Category: Automation & Integrations
Automation & Integrations
Payment Gateway Integration for Custom Websites
What it takes to add online payments to a custom website: choosing a gateway, hosted vs embedded checkout, PCI scope, Strong Customer…
Automation & Integrations
Help Desk Automation: Routing Support Tickets Faster
Help desk automation routes, tags and replies to tickets so humans spend time on real problems. Here is how to automate intake,…
Automation & Integrations
Automated Data Backups From Cloud Apps
SaaS tools hold your CRM, files and finance data, but vendor recycle bins are not a full backup plan. Here is how…
Automation & Integrations
Salesforce Integration With Your Website
Connecting your website to Salesforce stops leads from being copied by hand. Here are the main integration options, from Web-to-Lead to the…
Automation & Integrations
Email Autoresponders: What to Automate First
Autoresponders welcome new subscribers, deliver lead magnets and nudge stalled deals. Here is what to automate first and how to keep the…
Automation & Integrations
No-Code Automation Tools for Small Businesses
Zapier, Integromat, IFTTT and Microsoft Flow can connect the apps you already use. Here is how small teams pick a tool, start…
Automation & Integrations
CRM for Small Business: Choosing One Your Team Will Use
Small businesses need a CRM their team will open daily. Here is how to choose one based on pipeline fit, email habits…
Automation & Integrations
ERP Integration With Your Online Store
Connecting an online store to an ERP keeps orders, stock and finance in sync. Here is what to plan, which data usually…
Automation & Integrations
Shipping API Integration: Live Rates and Labels
Shipping APIs let your store show live carrier rates at checkout and create labels without retyping addresses. Here is how integration works…