# Automation Basics

Posts

How a Global Marketing Team Started Automating Lead Flow With Zapier

May 23, 2025

Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

May 23, 2025

Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

May 12, 2025

Zakat Fund saved 1,200+ hours automating Cognito Forms to Charity Tracker with Zapier. Custom workflow for 850 Ramadan applications.

How Hive Simplified Project Setup for a Growing Consultancy

May 12, 2025

See how a social impact consultancy automated project creation in Hive from HubSpot deals, including subprojects and templates. Real case study.

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

May 12, 2025

Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.

How a Team of Marketing Specialists used Zapier + LinkedIn Ads to fix their CRM

Apr 17, 2025

Marketing specialists solved 'unverified' LinkedIn conversions by fixing HubSpot list types and category mismatches. Step-by-step case study.

How automation made the Estate Planning process more efficient at a law firm

Apr 17, 2025

See how an estate planning lawyer saved 30-45 minutes per client by automating document generation with Airtable and Make. Real workflow transformation.

How to turn LinkedIn leads into a Measurable Revenue

Apr 17, 2025

Learn how a marketing team solved LinkedIn Ads attribution in Microsoft Dynamics using Zapier filters and smart CRM tracking. Real results included.

How We Automated Sales Orders from Google Sheets to Katana

Apr 17, 2025

Sports tech company automated complex multi-line orders from Google Sheets to Katana using Make.com. No ERP access needed for sales team.

Migrating from Kindful? We Synced Classy, PayPal & Bloomerang in Just 6 Hours

Apr 17, 2025

How we helped a nonprofit migrate from Kindful to Bloomerang, syncing Classy and PayPal donations with Zapier. 543 donations processed month one.