Jack Crabtree
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Automating Trial-to-Paid Conversion
How to automate SaaS trial-to-paid conversion with HubSpot, Stripe and n8n: trigger points, data sources and…
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Pipedrive Lead Routing Automation
Automating ICP-based lead routing in Pipedrive with n8n, beyond simple round-robin assignment.
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Salesforce Lead Routing Automation
Automating Salesforce lead and account routing with n8n: more flexible than native assignment rules alone.
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HubSpot Lead Routing Automation
How to automate lead routing in HubSpot beyond native round-robin: scoring, territory and deduplication.
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Lead Routing Automation: The Complete Guide
How automated lead routing actually works: scoring, distribution rules, SLA escalation, and building it with n8n.
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CRM to Slack Alerts: Pipedrive, Airtable and Beyond
The same real-time Slack alerting pattern applied across Pipedrive, Airtable and other CRM tools with n8n.
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Automating Salesforce Deal Alerts to Slack
How to automate Salesforce deal-stage and stalled-deal alerts to Slack with n8n, so nothing goes quiet…
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Connecting HubSpot and Slack for Real-Time Deal Alerts
How to connect HubSpot and Slack with n8n so leads and deal changes post to the…
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Renewal Forecasting Automation in HubSpot
How to build accurate, automated renewal forecasting in HubSpot: workflow mapping, triggers, and refining the signals…
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Automating Sales Ops Approval Chains
Why manual approval chains stall deals, and how to build automated, CRM-integrated approval routing that scales.