Implementation Guides

Step-by-step guides for building RevOps automation workflows

All Guides

claude-code
intermediate

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.

65 min
n8n
advanced

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.

120 min
zapier
advanced

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.

120 min
clay
advanced

HubSpot Clay Automation: Production Guide + Error Handling

Complete HubSpot-Clay automation guide with error handling, compliance requirements, ROI calculations, and enterprise-scale optimization.

120 min
zapier
advanced

CRM Integration Best Practices: Implementation Roadmap (2025)

Complete CRM integration guide with project timelines, ROI calculations, and rollback procedures. Fills gaps other guides miss.

120 min
zapier
advanced

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.

120 min
clay
advanced

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.

120 min
zapier
advanced

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.

120 min
zapier
advanced

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.

120 min
zapier
intermediate

Zapier Workflow Automation: ROI Calculator & Enterprise Guide

Complete Zapier automation guide with ROI calculator, cost comparisons, AI integration, compliance frameworks, and enterprise scaling strategies.

60 min
claude-code
intermediate

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.

50 min
zapier
intermediate

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.

45 min
zapier
intermediate

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.

45 min
clay
advanced

Multi-Source Workflow Automation with Clay

Combine multiple enrichment providers, web scraping, APIs, and AI analysis in Clay to create unified lead intelligence workflows.

80 min
clay
advanced

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.

75 min
zapier
intermediate

Documentation Best Practices for Complex Zaps

Master documentation for complex Zapier workflows. Proven frameworks, templates, and real-world examples to keep your automation bulletproof.

45 min
zapier
intermediate

Error Handling Patterns for Webhook Workflows

Master error handling patterns for webhook workflows. Learn retry strategies, dead letter queues, and monitoring for bulletproof automation.

45 min
loveable
intermediate

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.

45 min
make
beginner

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.

40 min
make
intermediate

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.

60 min
zapier
intermediate

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.

45 min
n8n
intermediate

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.

55 min
n8n
advanced

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.

90 min
zapier
intermediate

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.

45 min
zapier
intermediate

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.

45 min
zapier
intermediate

Testing Framework for Automation Workflows

Build bulletproof automation workflows with comprehensive testing frameworks. Reduce failures by 90% using proven testing strategies.

45 min
zapier
intermediate

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.

45 min
zapier
beginner

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.

30 min
zapier
beginner

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.

25 min
clay
intermediate

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.

55 min
claude-code
intermediate

Claude Code API Workflow Automation Guide

Automate API workflows using Claude Code. Build intelligent data processing pipelines with AI-powered code generation.

60 min
clay
beginner

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.

45 min
clay
beginner

Clay Lead Enrichment for Salesforce

Complete guide to implementing Clay Lead Enrichment for Salesforce. Step-by-step instructions with code examples and best practices.

50 min
loveable
beginner

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.

35 min
make
intermediate

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.

90 min
n8n
intermediate

n8n Lead Routing to HubSpot

Complete guide to implementing n8n Lead Routing to HubSpot. Step-by-step instructions with code examples and best practices.

40 min
n8n
advanced

n8n PostgreSQL Data Synchronization

Complete guide to implementing n8n PostgreSQL Data Synchronization. Step-by-step instructions with code examples and best practices.

75 min
n8n
beginner

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.

30 min

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