Automation

Zapier

No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.

n8n

Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.

Make

Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.

Pipedream

Code-friendly automation running Node.js workflows excellent when you need custom logic, API integrations, or automations that Zapier can't handle.

A step by step way to document and improve processes so the team delivers consistent results without heroics.

A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.

This playbook is for sales and marketing managers who need to monitor team performance, set goals, track progress, and forecast revenue. Learn how to use HubSpot's reporting and dashboard capabilities to understand what your team is doing, whether they're hitting targets, and where coaching is needed. By the end of this playbook, you'll have executive-level visibility into your team's performance without micromanaging individual activities.

This playbook is for HubSpot administrators and account owners who are setting up a new HubSpot account or migrating from another platform.

Set up and run the weekly 12-metric review across all four growth engines. Structure the meeting, assign ownership, use traffic lights, and escalate issues that need attention.

Build a reporting dashboard that tracks the 12 growth metrics across all four engines. Choose the right tool, structure views correctly, and make data actionable weekly.