A fictional industrial equipment supplier replaced spreadsheet exports and irregular email follow-up with a governed nurture workflow connecting HubSpot, Mailchimp, Zapier, and Google Sheets. The system preserves consent, assigns segments, synchronizes campaign activity, flags high-intent leads for human sales review, handles unsubscribes, and produces operational reporting.
A packaging distributor replaced a manually consolidated forecast with a structured Google Workspace model. Google Forms captures weekly updates, Google Sheets calculates transparent scenarios, Apps Script manages validation and scheduling, and Gmail distributes reminders and forecast summaries.
A fictional consultancy replaced disconnected forms, spreadsheets, and CRM updates with a controlled referral workflow connecting Google Forms, Salesforce, Make, Google Sheets, and Slack. The system records partner attribution, synchronizes deal activity, calculates proposed fees, and creates exception tasks without automating final commercial decisions.
The Business Situation Harborline Managed Services is a fictional 85-person provider of recurring technology support and managed infrastructure services. It ...
The Business Situation This representative scenario involves a 72-person industrial equipment commissioning and maintenance provider. The business signs approximately 18 ...
The Business Situation Cedar Vale Business Systems is a fictional 42-person provider of managed IT and workplace technology services. Its ...
A fictional managed services firm replaced Word proposals, disconnected pricing sheets, and email approvals with a structured workflow connecting HubSpot, Google Sheets, Zapier, and PandaDoc. The implementation applies pricing rules, controls discounts, generates proposals, collects signatures, and updates sales records.
A 25-person services business replaced a founder-maintained sales spreadsheet with a structured Airtable pipeline. Google Forms captures opportunities, n8n validates and routes records, Gmail handles notifications, and operational views provide owners, next actions, reminders, close dates, and weekly forecasts.
A 45-person B2B provider was relying on inboxes and spreadsheets to route 260 monthly leads. This representative implementation uses Make to normalize each channel, Salesforce to manage records, Google Sheets to monitor handoffs, and Slack to notify owners while preserving human review for duplicates and exceptions.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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