Automation rarely fails at the beginning. It usually does later — when a “simple workflow” surprisingly turns into a business-critical system. In Part 1, we explored Zapier and Make from a business and organizational perspective. In this part, we move into implementation reality: data structures, conditional logic, APIs, maintenance, and long-term scalability. Table of Contents: From simple automations to automation systems Data structure and field mapping in complex scenarios Conditional logic, branching, and error prevention at scale Working with custom APIs, weak documentation, and edge
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Zapier vs Make in Automation Projects: Costs, Scale, and Maintainability – part 2/2
Automation rarely fails at the beginning. It usually does later — when a “simple workflow” surprisingly turns into a business-critical system. In Part 1, we explored Zapier and Make from a business and organizational Read More
Zapier vs Make in Automation Projects: Costs, Scale, and Maintainability – part 1/2
Automation is often presented as a quick win: connect a few tools, save time, reduce manual work. In reality, choosing the right automation platform is rarely that simple. Companies differ in size, process maturity, Read More
Automated Follow-Ups: A Comprehensive Guide
Automatic follow-ups are a valuable tool for sales professionals, but they can also be a source of frustration for customers if not used correctly. By understanding the benefits and risks of using automatic follow-ups, Read More Zapier vs Make in Automation Projects: Costs, Scale, and Maintainability – part 2/2
Automation rarely fails at the beginning. It usually does later — when a “simple workflow” surprisingly turns into a business-critical system. In Part 1, we explored Zapier and Make from a business and organizational Read More Zapier vs Make in Automation Projects: Costs, Scale, and Maintainability – part 1/2
Automation is often presented as a quick win: connect a few tools, save time, reduce manual work. In reality, choosing the right automation platform is rarely that simple. Companies differ in size, process maturity, Read More
Beyond Chatbots: How AI Voice Agents Are Transforming Customer Conversations
In the world of customer communication, voice still wins. While websites and apps handle much of the modern buying journey, when customers truly need help, they reach for the phone. But what happens when Read More
The Future of Remote Work and Automation
The COVID-19 pandemic has dramatically accelerated digital transformation in many companies, changing the way we work and collaborate. What was previously the exception has become the norm in just a few months – remote Read More
Case Study: Automating Operations for Watertanden Catering
Running a catering business often feels like a high-stakes juggling act. Between handling client inquiries, preparing detailed offers, confirming orders, and managing logistics for multiple events at once — it’s easy to snowball into Read More
Common Mistakes and Problems in CRM Implementation – and How to Avoid Them – part 2/2
When implementing a CRM system, the software itself is only part of the equation. What often determines success or failure lies elsewhere — in the quality of the data you feed the system, and Read More
Common Mistakes and Problems in CRM Implementation – and How to Avoid Them – part 1/2
For many companies, implementing a CRM system feels like an exciting leap toward better sales performance, smarter automation, and seamless customer management. Yet, a surprising number of projects don’t live up to expectations. Teams Read More Case Study: Automating Operations for Watertanden Catering
Running a catering business often feels like a high-stakes juggling act. Between handling client inquiries, preparing detailed offers, confirming orders, and managing logistics for multiple events at once — it’s easy to snowball into Read More
CRM Implementation for Mortgage Advisor Businesses
Mortgage advisors are professionals who provide advice and assistance to individuals and businesses looking to purchase or refinance a home or commercial property. They help their clients to understand the various mortgage products available, Read More
Migrating to a New CRM – Quick Guide
Migrating to a new CRM can be a daunting task, especially if you have a large amount of data to transfer and organize. However, by following a few key steps and planning ahead, you Read More Beyond Chatbots: How AI Voice Agents Are Transforming Customer Conversations
In the world of customer communication, voice still wins. While websites and apps handle much of the modern buying journey, when customers truly need help, they reach for the phone. But what happens when Read More
Comparing SmartDocs, DocuSign, & PandaDoc: Which One is Best?
In today’s fast-paced business world, document automation and e-signature platforms are essential tools for streamlining processes and improving efficiency. There are many options available, and choosing the right one can be a daunting task. Read More
