Building a lead source attribution dashboard for a lawn care business
How we closed the attribution gap for a lawn care company on Jobber: a web form to Jobber automation that captures the original lead source on every request, and a Looker Studio dashboard that breaks down revenue (not just lead count) by source and service line.
Syncing Shopify Orders to Emarsys
In order to report on revenue and do abandoned cart, post-purchase, and interest-based email marketing, orders from Shopify need to flow into Emarsys. After testing the Emarsys Shopify app for syncing, we quickly realized this was not going to work out of the box. We built our own automation to sync new customers and upload orders and refunds into the sales data in Emarsys. The workflow also recovers itself in the case of failures, replaying from the last successful order import to ensure no data gets lost.
Saving Righteous Felon $600/mo by migrating to N8N
Our client Righteous Felon Craft Jerky is a boutique distributor of all-natural, high protein meat snacks. They work with businesses like hotels, airlines, independent grocers, and national retailers like Costco, Sprouts, Wawa, and Ralphs to offer their snacks to customers, and provide their clients with a customized experience that makes ordering, delivery, and inventory management […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Building a custom checkout and donation-based sponsor-matching system
“I hired Gio and his team at Datos to help me launch an online course. From the beginning I found Gio (and his team) to be professional and stellar communicators. Beyond that was his knowledge of a world I could not have navigated on my own. Gio was able to put resources together that had […]
Transferring Frump Fighters from Zapier to N8N
We worked with Frump Fighters to move their existing automations from Zapier to N8N while taking care to exactly match or exceed current functionality, while also avoiding missing any users who purchased while the migration occurred.
Implementing HubSpot for 300+ employee tech company
Implemented HubSpot for a tech company with complex systems and multiple sources of data. The challenge: Set up a system that works seamlessly with 3-4 other email marketing systems for the same company Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it […]
Integrating Calendly with ActiveCampaign
My client uses Calendly to schedule calls, and they’re the most important activity that leads to a high-ticket sale. Calendly can integrate with our email system, ActiveCampaign, through Zapier. However, what you can do with just Zapier is pretty limited in this case. I wanted to go a few steps further, so I wrote some […]