Connect your growth tools with automation platforms. Handle data flow, trigger workflows, and eliminate repetitive manual busywork.
Zapier is simple. Make is powerful. N8n is self-hosted. APIs are custom. The right automation tool depends on your technical capability and integration complexity. Simple workflows (form → CRM) need Zapier. Complex multi-step logic needs Make. High-volume operations need direct API integration. This chapter helps you assess your automation needs, compare platforms by capability and cost, and choose tools that eliminate manual work without creating fragile integrations that break constantly.
No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.
Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.
Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.
Code-friendly automation running Node.js workflows excellent when you need custom logic, API integrations, or automations that Zapier can't handle.
Equip sales with proposal software and call recording. Close deals faster without creating admin burden that slows reps down.
The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.
See playbookConnect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.
Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.
Connect tools so data flows automatically between systems to eliminate manual entry, keep records current, and enable sophisticated workflows across platforms.
Enable tools to exchange data programmatically so you can build custom integrations and automate processes that vendor-built integrations don't support.
