Playbooks
Step-by-step automation playbooks and workflow guides you can ship this week, not vendor theory.
Migrate Pipedrive to HubSpot Without Wrecking Your Pipeline
Step-by-step guide to migrating from Pipedrive to HubSpot, covering data export, field mapping, deal preservation, and the gotchas that kill pipelines.
Migrate from Apollo to Clay Without Losing Your Sequences or Contact Data
Step-by-step guide to migrating from Apollo.io to Clay: export contacts, rebuild sequences, and sync everything to HubSpot without data loss.
LinkedIn Outbound Loop: Clay + Lemlist + HubSpot
Build a job-change-triggered LinkedIn outbound loop using Clay, Lemlist, and HubSpot. Step-by-step workflow with real config details.
Migrate HubSpot to Attio Without Losing Deal History
Step-by-step guide to migrating from HubSpot to Attio: export deal history, rebuild workflows, and avoid the data gaps that kill most CRM migrations.
HubSpot + n8n Lead Routing Without Fillout (Full Guide)
Build a complete HubSpot lead routing workflow using n8n directly. Skip the Fillout license and own every routing rule in code you control.
Migrate from Vapi to Synthflow: No-Code AI Voice Agents
Step-by-step guide to migrating AI voice agents from Vapi to Synthflow. Cut the dev dependency, keep the call logic. Takes a long weekend.
Migrate from Saleshandy to Instantly Without Wrecking Your Sending Domains
Step-by-step guide to switching from Saleshandy to Instantly safely, covering DNS, warmup, sequences, and what actually breaks in transit.
Migrate from Relevance AI to Lindy Without Rebuilding GTM Agents
Step-by-step migration guide: move your Relevance AI GTM agents to Lindy, preserve logic, and avoid the common rebuild traps. For RevOps operators.
Migrate from ActiveCampaign to Loops Without Losing Triggers
Step-by-step migration guide for moving from ActiveCampaign to Loops, covering contact export, event mapping, automation rebuild, and verification. No data left behind.
Automate Demo Scheduling with Cal.com, HubSpot, and n8n
Step-by-step tutorial: connect Cal.com bookings to HubSpot contacts and deals automatically using n8n. No Zapier tax required.
Migrate from Close CRM to Pipedrive Without Losing Sequences
Step-by-step guide to migrating from Close CRM to Pipedrive, covering custom fields, sequences, deal pipelines, and the gotchas that break most migrations.
Migrate ActiveCampaign to HubSpot: Keep Automations Intact
Step-by-step guide to migrating from ActiveCampaign to HubSpot without losing automations, list segments, or contact data. Real gotchas included.
Migrate Mailchimp to Brevo Without Losing Automations
Step-by-step guide to migrate from Mailchimp to Brevo while preserving audience segments, automations, and deliverability. Covers gotchas and alternatives.
Activepieces vs Bardeen vs Pabbly: Best Budget Automation 2026
Activepieces, Bardeen, and Pabbly compared for cost-sensitive RevOps teams. Real pricing, real workflows, and which tool wins for small GTM ops.
Beehiiv + Kit Newsletter Automation Stack Under $300
How to combine Beehiiv's growth features with Kit's simplicity and n8n automation into a newsletter stack that stays under $300/month.
Make + HubSpot Workflows for RevOps: 4 Builds That Matter
Step-by-step guide to building lead routing, deal tagging, and sequence triggers with Make and HubSpot. Includes free n8n alternatives.
GEO Workflow: Optimize GTM Content with Frase and Profound
A practical GEO workflow for RevOps teams using Frase and Profound to optimize GTM content for AI search. Covers AthenaHQ, Surfer, and Semrush.
Automate Outbound Follow-ups with n8n, Clay, and HubSpot
Step-by-step n8n automation for cold email follow-ups: trigger from Smartlead or Instantly, enrich with Clay, and log to HubSpot or Pipedrive.
Best Salesforce Automation Tools (No Make or n8n)
Skip the middleware. Compare native Salesforce Flow, HubSpot, and Pipedrive as real automation alternatives for RevOps teams in 2026.
Migrate Substack to Kit Without Losing Subscribers
Exact CSV export steps, re-permission email template, and tag setup to migrate Substack to Kit cleanly. Plus what breaks and how to handle it.
B2B Lead Enrichment Without Clay: The Lean Stack
Clay alternatives for lead enrichment automation using Apollo and Make or n8n. Built for teams under 3 SDRs who don't need to pay Clay prices.
Automated Reactivation Sequence with Apollo + HubSpot
Build a dead-pipeline reactivation workflow using HubSpot segments, Apollo sequences, and bi-directional outcome syncing. Step-by-step RevOps playbook.
Cheap Outbound Sales Stack for Small B2B Teams Under $200/mo
Apollo starter + Smartlead + n8n self-hosted gives bootstrapped B2B teams a full outbound engine for under $200/mo. Here's the exact math and setup.
Clay + Smartlead + n8n: The 2026 Cold Email Stack
Step-by-step guide to building a cold email machine with Clay, Smartlead, and n8n. Covers enrichment, routing logic, and sending with real workflow triggers.
How to Automate Your Sales-to-CS Handoff with HubSpot and Slack
A step-by-step playbook for building a reliable, automated sales handoff workflow using HubSpot workflows, Slack notifications, and Make.