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Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

Pipedrive + PandaDoc Integration—Automatically populate & send proposals from Pipedrive & Save time, reduce friction, and deliver secure proposals from Pipedrive effortlessly

Airtable + PandaDoc Integration—Automatically populate & send proposals straight from Airtable & Save time and deliver secure proposals from Airtable effortlessly

Salesforce + PandaDoc Integration—Automatically populate & send proposals from Salesforce & Save time, reduce friction, and deliver secure proposals from Salesforce effortlessly

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

PandaDoc Review 2024 (Proposal & eSignature): Is PandaDoc worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For enterprises teams looking for more advanced document eSignature and contract software.

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For Mid-Market + Enterprise teams looking to send secure financial contracts.

What software is Financial Advisor using in 2024? Learn what software you should use for 6-20 size teams.

Ironclad Review 2024 (Proposal & eSignature): Is Ironclad worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For Mid-Market + Enterprise teams looking to send secure financial contracts. For enterprises teams looking for more advanced document eSignature and contract software.

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

DocuSign Review 2024 (Proposal & eSignature): Is DocuSign worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

Airtable + Motion Integration—Automatically trigger the creation of Motion tasks straight from Airtable & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Ironclad Integration—Automatically create and send secure contracts straight from Salesforce & Save time, reduce friction, and deliver secure contracts from Salesforce effortlessly

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Motion Integration—Automatically trigger the creation of Motion tasks straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Notion + QuickBooks Online Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

This episode is all about understanding what actually goes on when an agency is on and OFFBOARDING your user (which was their referral), and the issues that can arise from that process being broken.

Airtable + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + Airtable Integration—An extension of Pipedrive using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Notion + Xero Integration—Send invoices automatically straight from Notion & Save time, and integrate Notion with your accounting workflows to make your systems work together

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Salesforce + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

HubSpot + Motion Integration—Automatically trigger the creation of Motion tasks straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

HubSpot + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

Salesforce + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Ironclad Integration—Automatically create and send secure contracts straight from Airtable & Save time, reduce friction, and deliver secure contracts from Airtable effortlessly

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Pipedrive + Webflow Integration—Automatically add leads to Pipedrive, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event