Conferences Without a Booth: Turn Attendee Status Into Pipeline Gold [GTM Playbook]
Turn conference attendance into pipeline without a booth. Voice notes, real-time CRM sync, and strategic networking to capture qualified leads.
Workflow Automation and AI Blog from Connex
Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.
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Migrating from Kindful? We Synced Classy, PayPal & Bloomerang in Just 6 Hours
How we helped a nonprofit migrate from Kindful to Bloomerang, syncing Classy and PayPal donations with Zapier. 543 donations processed month one.
How We Automated Sales Orders from Google Sheets to Katana
Sports tech company automated complex multi-line orders from Google Sheets to Katana using Make.com. No ERP access needed for sales team.
How to turn LinkedIn leads into a Measurable Revenue
Learn how a marketing team solved LinkedIn Ads attribution in Microsoft Dynamics using Zapier filters and smart CRM tracking. Real results included.
How automation made the Estate Planning process more efficient at a law firm
See how an estate planning lawyer saved 30-45 minutes per client by automating document generation with Airtable and Make. Real workflow transformation.
Tracking the Full Customer Journey: Connecting LinkedIn Ads to Revenue
Connect LinkedIn ads to CRM revenue with proper attribution tracking. Learn custom identifier fields and multi-stage conversion tracking setup.
