Workflow Automation and AI Blog from Connex

Learn how to automate a ZoomInfo to ACT CRM integration using tags, dedupe checks, and clean field mapping—so new prospects land in ACT without spreadsheets.

Fix Lex Reception → Locus routing errors in Zapier by verifying Contacts/Leads/Matters in Locus first, reducing branching, and adding better logging and safeguards.

Fix missing Dialpad call transcripts in Google Sheets Zaps: use the /v2/call endpoint, started_after Unix timestamps, and a post-call delay so transcripts are ready.

Build one master task database in Notion and use linked views for each team. Get a clean property set, view templates, and rollout tips that scale.

Fix a broken Zapier QuickBooks integration fast: diagnose auth, mapping, and replay issues, prevent duplicates, and safely retry or escalate in 60 minutes.

Apollo outreach automation for B2B prospecting helps you enrich leads, find contacts, and run a 3-email sequence—then sync qualified replies into HubSpot.

Learn how an AI interview agent can capture process knowledge fast, add the right metadata, and turn documentation into automation-ready workflows.

Need a pipedrive data cleanup? Use this step-by-step plan to dedupe records, segment companies, apply primary categories, QA results, and estimate cost.

A content agency produced 24 assets per cycle, all routed by hand. See how Connex automated their intake, file routing, and production handoffs.

How to move a dental clinic from Trello to a Notion content calendar — with the right permissions, database setup, and a clean 2-person pilot rollout.

Build a Notion hub that syncs with Asana without duplicate tasks. Get the right architecture, a cleanup checklist, and integration pitfalls to avoid.

Build Notion executive dashboards using charts and relations. Create a KPI page, connect Projects-Tasks-Deals, and report without upgrading your plan.