Workflow Automation and AI Blog from Connex

Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.

Posts

The Email Validation Filter: Your Insurance Policy Against LinkedIn Conversion Failures

The Email Validation Filter: Your Insurance Policy Against LinkedIn Conversion Failures

Apr 17, 2025

Prevent silent LinkedIn conversion failures with email validation filters in Zapier. Essential safeguard for HubSpot-LinkedIn integrations.

The 300-Second LinkedIn Conversion Fix: Turning 'Unverified' to 'Active' When Nothing Else Works

The 300-Second LinkedIn Conversion Fix: Turning 'Unverified' to 'Active' When Nothing Else Works

Apr 17, 2025

Turn LinkedIn conversion status from unverified to active with this simple sequence. Solve persistent LinkedIn-HubSpot-Zapier integration issues fast.

Static vs. Active Lists: The Overlooked HubSpot Distinction Breaking Your LinkedIn Integrations

Static vs. Active Lists: The Overlooked HubSpot Distinction Breaking Your LinkedIn Integrations

Apr 17, 2025

LinkedIn integrations need HubSpot static lists, not active lists. Learn the distinction that breaks Zapier-LinkedIn conversion tracking setups.

LinkedIn's Hidden Category Mismatch: Why Your Form Conversions Are Stuck as 'Unverified

LinkedIn's Hidden Category Mismatch: Why Your Form Conversions Are Stuck as 'Unverified

Apr 17, 2025

Fix unverified LinkedIn form conversions caused by category mismatches. Simple solution for stuck Zapier-HubSpot integration tracking.

How We Automated Sales Orders from Google Sheets to Katana

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.

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

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.

Conferences Without a Booth: Turn Attendee Status Into Pipeline Gold [GTM Playbook]

Conferences Without a Booth: Turn Attendee Status Into Pipeline Gold [GTM Playbook]

Apr 17, 2025

Turn conference attendance into pipeline without a booth. Voice notes, real-time CRM sync, and strategic networking to capture qualified leads.

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

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.

How to turn LinkedIn leads into a Measurable Revenue

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

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.

Tracking the Full Customer Journey: Connecting LinkedIn Ads to Revenue

Tracking the Full Customer Journey: Connecting LinkedIn Ads to Revenue

Feb 25, 2025

Connect LinkedIn ads to CRM revenue with proper attribution tracking. Learn custom identifier fields and multi-stage conversion tracking setup.