Four Tools, One Mess: Replacing Salesforce with Airtable CRM
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.
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How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting
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 Three Systems — and Stopped Losing Records
How a ~65-person youth soccer nonprofit automated 150+ monthly donations across HubSpot, QGive, and QuickBooks — saving 8 hrs/week of manual entry.
How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand
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 Mid-Sized Countertop Manufacturer Replaced Their Status-Inquiry Phone Queue with an AI Voice Agent
How a mid-sized countertop manufacturer replaced their inbound status-inquiry phone queue with an AI voice agent connected to Moraware. Read the case study.
How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier
A Canadian restaurant group with 9 locations automated Google review responses, website chatbots, and social media inboxes using Zapier and AI. Here's how.
How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer
A small credit repair firm automated client notifications across Credit Repair Cloud, Zapier, Chargebee, Shopify, and Calendly. See the workflow.
How a US-Based VA Marketplace Launched After a Year Stuck at 80% — With Airtable, Zapier, and a Scoring Algorithm That Actually Works
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.
They Were Re-Entering Every Job Twice. Two Zaps Fixed It.
A US process-server firm re-entered every job into three systems by hand. Two Zaps fixed it: ServManager to QuickBooks invoices and bills, automatically.
When Custom Orders Break the Human Brain: How a Colorado Door Maker Built a Production System That Actually Scales
A Colorado cabinet door manufacturer producing 550–600 doors/day replaced paperwork-based tracking with an automated lot planning and conflict detection system.
How a Mid-Sized Mortgage Lender Finally Closed the Attribution Loop — Connecting Velocify, Three Ad Platforms, and Zapier When No Native Integration Existed
How a regional mortgage lender automated offline conversion tracking across Google, Bing, and Meta using Zapier and the Velocify API — no weekly manual exports.
The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session
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.
