How a multi-office senior home care company automated 42 weekly CRM reports into BigQuery and one live Looker Studio dashboard using Pipedream.
See how a small pay-per-call call center used a Zapier to Pipedream migration to get real-time call routing, IP-based fraud checks, and agent analytics.
A Stripe-to-QuickBooks Zapier sync can fail silently on sales tax, product matching, and duplicate invoices. Here is what causes each and how to fix them.
A NYC performing arts nonprofit was running its operation across 10+ disconnected tools. Here's how they automated proposals, invoicing, and client intake.
A nonprofit stress-tested its GoFundMe Pro, Zapier, and Mailchimp automation before 35,000 contacts. See the 6 fixes the pre-launch audit uncovered.
Four tools, no single source of truth. See how Connex migrated a consulting firm from Salesforce and Pardot into a single Airtable CRM with Make automation.
How a ~60-person homeless services nonprofit replaced broken Klipfolio dashboards with real-time QuickBooks P&L reports in Looker Studio — built in 3 sessions.
How a ~65-person youth soccer nonprofit automated 150+ monthly donations across HubSpot, QGive, and QuickBooks — saving 8 hrs/week of manual entry.
A small diagnostics company automated bill-of-materials inventory in Airtable, eliminating manual lot lookups and building a compliant audit trail. Here is how.
How a regional mortgage lender automated offline conversion tracking across Google, Bing, and Meta using Zapier and the Velocify API — no weekly manual exports.
A bootstrapped VA matching platform stuck at 80% for over a year launched in 11 weeks — with Airtable, Zapier, and a scoring algorithm built by Connex.
A small media publisher's Google Sheets–HubSpot Zap crashed on every run. A Connex consultant fixed 7 issues in 35 minutes and got it live.
