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Field notes
Field notes from real projects
Notes from real projects across automation, websites, CRM, SEO, analytics, and internal tools — written like a debrief, not keyword bait. Technology and marketing for small and new businesses that don't have someone on staff to do it.
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CRM · automation
Automating Lead Capture from WiserAdvisor with Python + Selenium
In the world of financial lead generation, speed matters. Learn how I built a Python automation script that captures leads from WiserAdvisor and sends them to Salesforce CRM, running 24/7 on a Raspberry Pi.
8 min read · 2025-07-04
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CRM · automation
Automating Planswell Lead Capture: From API to CRM in Minutes
Learn how we streamlined our lead capture process from Planswell using their GraphQL API to automatically route leads to our CRM, saving hours of manual work while improving response times.
4 min read · 2025-07-02
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CRM
How to Create a Salesforce Utility Bar App That Dynamically Gets the Record ID from the URL
Learn how to build a Lightning Web Component that extracts record IDs from URLs and passes them to Flows in the Utility Bar, enabling context-aware automations across any Salesforce object.
7 min read · 2025-06-25
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Automation
How I Automated Certificate of Completion Downloads from DocuSign with Python
Learn how to build a free, custom solution using DocuSign's REST API and Python to automatically download and organize Certificates of Completion, avoiding paid solutions like DocuSign Retrieve.
7 min read · 2025-06-18
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