Implementation Guides
Step-by-step guides for building RevOps automation workflows
All Guides
Claude Code for HubSpot Custom Objects: Complete Implementation Guide (2026)
Build HubSpot Custom Objects with Claude Code. AI-powered CRM automation with TypeScript examples, schema patterns, and workflows. 65-min setup.
Clay Data Enrichment Automation: ROI Calculator + Compliance (2025)
Complete Clay automation guide with ROI calculator, GDPR compliance, technical integrations, and error handling. Fill gaps others miss.
n8n Automation Workflows: Production Guide + Error Handling (2025)
Complete n8n workflow guide with debugging, security, performance optimization, and cost analysis. Fix what tutorials miss for production.
Fractional RevOps: ROI Calculator + Vetting Guide (2025)
Complete fractional RevOps guide with ROI calculator, provider vetting checklist, and 30-60-90 day implementation roadmap. Find the right fit.
HubSpot Clay Automation: Production Guide + Error Handling
Complete HubSpot-Clay automation guide with error handling, compliance requirements, ROI calculations, and enterprise-scale optimization.
CRM Integration Best Practices: Implementation Roadmap (2025)
Complete CRM integration guide with project timelines, ROI calculations, and rollback procedures. Fills gaps other guides miss.
GTM Engineers: Career Guide + Salary Data + ROI Framework (2025)
Complete GTM engineer guide: salary negotiation tactics, implementation workflows, ROI calculators, and career paths. Fill the gaps others miss.
Clay Salesforce Integration: Complete Setup & Error Handling (2025)
Master Clay-Salesforce integration with troubleshooting guides, compliance setup, cost analysis, and advanced workflows. Fix what others skip.
Lead Scoring Automation: ROI Framework + Implementation (2025)
Complete lead scoring automation guide with ROI calculator, integration fixes, compliance requirements, and industry models. What others miss.
B2B Data Enrichment: ROI Calculator + Implementation Guide (2025)
Complete B2B data enrichment guide with ROI calculator, error handling code, compliance framework, and decision matrix. Fill every implementation gap.
Zapier Workflow Automation: ROI Calculator & Enterprise Guide
Complete Zapier automation guide with ROI calculator, cost comparisons, AI integration, compliance frameworks, and enterprise scaling strategies.
Automated CRM Workflow Generation with Claude Code
Use Claude Code to programmatically generate, test, and deploy CRM workflows and automation blueprints with AI-assisted configuration.
Caching Strategy for API-Heavy Workflows
Master caching strategies for API workflows to reduce costs, improve performance, and prevent rate limit issues. Complete guide with real examples.
Batch Processing Optimization for Bulk Operations
Master batch processing optimization to handle massive data volumes efficiently. Proven strategies, code examples, and real-world tactics for RevOps teams.
Multi-Source Workflow Automation with Clay
Combine multiple enrichment providers, web scraping, APIs, and AI analysis in Clay to create unified lead intelligence workflows.
AI-Powered Lead Qualification with Clay
Use Clay's AI agents to automatically research, score, and qualify leads using GPT-4 analysis of company websites, job postings, and social signals.
Documentation Best Practices for Complex Zaps
Master documentation for complex Zapier workflows. Proven frameworks, templates, and real-world examples to keep your automation bulletproof.
Error Handling Patterns for Webhook Workflows
Master error handling patterns for webhook workflows. Learn retry strategies, dead letter queues, and monitoring for bulletproof automation.
Rapid RevOps Tool Prototyping with Loveable
Build custom RevOps tools, dashboards, and internal applications in hours using Loveable's AI-powered development platform to solve unique workflow challenges.
Budget-Friendly Data Enrichment with Make.com
Build cost-effective data enrichment workflows using free and low-cost APIs, web scraping, and intelligent caching to minimize expensive API calls.
Multi-Channel Lead Routing with Make.com
Build intelligent lead routing workflows in Make.com that distribute leads across sales channels based on score, geography, and availability.
Monitoring and Alerting Setup for Zaps
Complete guide to monitoring and alerting for Zapier workflows. Learn to catch failures early, set up proper notifications, and build bulletproof automation.
Conditional Lead Routing Logic with n8n
Build sophisticated lead routing workflows in n8n with multi-criteria logic, capacity balancing, timezone awareness, and intelligent failover handling.
Progressive Data Enrichment Pipeline with n8n
Build cost-efficient data enrichment workflows in n8n using waterfall logic to balance data quality with API costs across multiple providers.
Queue Management for High-Volume Lead Processing
Master queue management strategies for processing thousands of leads efficiently. Practical examples, code snippets, and proven tactics for RevOps teams.
Rate Limit Backoff Strategy Implementation
Learn how to implement effective rate limit backoff strategies to prevent API failures and ensure reliable automation workflows in your RevOps stack.
Testing Framework for Automation Workflows
Build bulletproof automation workflows with comprehensive testing frameworks. Reduce failures by 90% using proven testing strategies.
Workflow Version Control with Git
Master workflow version control with Git to track changes, collaborate safely, and roll back automation disasters. Includes code examples and best practices.
API Error Recovery Patterns for Zapier Workflows
Build resilient Zapier workflows with intelligent error handling, retry logic, and fallback patterns to prevent data loss and maintain automation reliability.
Lead Data Enrichment Basics with Zapier
Learn how to automatically enrich lead data in Zapier using Clearbit, Hunter.io, and FullContact to enhance CRM records with company and contact information.
Clay Lead Scoring with Airtable Integration
Complete guide to implementing Clay Lead Scoring with Airtable Integration. Step-by-step instructions with code examples and best practices.
Claude Code API Workflow Automation Guide
Automate API workflows using Claude Code. Build intelligent data processing pipelines with AI-powered code generation.
Complete Clay HubSpot Integration Guide: Automated Contact Enrichment in 45 Minutes (2025)
Complete Clay HubSpot integration: 85%+ enrichment at $0.01/contact. Step-by-step guide with code, API setup, waterfalls, and troubleshooting.
Clay Lead Enrichment for Salesforce
Complete guide to implementing Clay Lead Enrichment for Salesforce. Step-by-step instructions with code examples and best practices.
Loveable Rapid Prototyping for RevOps Tools
Complete guide to implementing Loveable Rapid Prototyping for RevOps Tools. Step-by-step instructions with code examples and best practices.
Migrating from Zapier to Make.com
Complete guide to implementing Migrating from Zapier to Make.com. Step-by-step instructions with code examples and best practices.
n8n Lead Routing to HubSpot
Complete guide to implementing n8n Lead Routing to HubSpot. Step-by-step instructions with code examples and best practices.
n8n PostgreSQL Data Synchronization
Complete guide to implementing n8n PostgreSQL Data Synchronization. Step-by-step instructions with code examples and best practices.
n8n Webhook Processing for Slack Notifications
Set up automated Slack notifications using n8n webhooks. Learn how to process webhook data and send formatted messages to Slack channels.
Browse by Tool
claude code
clay
Clay Data Enrichment Automation: ROI Calculator + Compliance (2025)
120 min • advanced
HubSpot Clay Automation: Production Guide + Error Handling
120 min • advanced
Clay Salesforce Integration: Complete Setup & Error Handling (2025)
120 min • advanced
Multi-Source Workflow Automation with Clay
80 min • advanced
AI-Powered Lead Qualification with Clay
75 min • advanced
Clay Lead Scoring with Airtable Integration
55 min • intermediate
Complete Clay HubSpot Integration Guide: Automated Contact Enrichment in 45 Minutes (2025)
45 min • beginner
Clay Lead Enrichment for Salesforce
50 min • beginner
n8n
n8n Automation Workflows: Production Guide + Error Handling (2025)
120 min • advanced
Conditional Lead Routing Logic with n8n
55 min • intermediate
Progressive Data Enrichment Pipeline with n8n
90 min • advanced
n8n Lead Routing to HubSpot
40 min • intermediate
n8n PostgreSQL Data Synchronization
75 min • advanced
n8n Webhook Processing for Slack Notifications
30 min • beginner
zapier
Fractional RevOps: ROI Calculator + Vetting Guide (2025)
120 min • advanced
CRM Integration Best Practices: Implementation Roadmap (2025)
120 min • advanced
GTM Engineers: Career Guide + Salary Data + ROI Framework (2025)
120 min • advanced
Lead Scoring Automation: ROI Framework + Implementation (2025)
120 min • advanced
B2B Data Enrichment: ROI Calculator + Implementation Guide (2025)
120 min • advanced
Zapier Workflow Automation: ROI Calculator & Enterprise Guide
60 min • intermediate
Caching Strategy for API-Heavy Workflows
45 min • intermediate
Batch Processing Optimization for Bulk Operations
45 min • intermediate
Documentation Best Practices for Complex Zaps
45 min • intermediate
Error Handling Patterns for Webhook Workflows
45 min • intermediate
Monitoring and Alerting Setup for Zaps
45 min • intermediate
Queue Management for High-Volume Lead Processing
45 min • intermediate
Rate Limit Backoff Strategy Implementation
45 min • intermediate
Testing Framework for Automation Workflows
45 min • intermediate
Workflow Version Control with Git
45 min • intermediate
API Error Recovery Patterns for Zapier Workflows
30 min • beginner
Lead Data Enrichment Basics with Zapier
25 min • beginner