I will automate google sheets CRM data sync and lead follow up


About this gig
Data scattered across worksheets and CRM records causes missed follow-ups.
I create a controlled data-sync workflow with lead status updates. For this project, I define a source of truth, mapping rules and basic validation before connecting systems. This offer is tailored to your brief rather than made from generic, reused templates.
WHAT IS INCLUDED
- field matching
- duplicate checks
- lead status flow
MY PROCESS
I first map the trigger, inputs, actions, failure cases and permissions. After building, I test with safe sample records and explain the handover. I share a practical review point before final delivery so your changes can be handled within the purchased revision scope.
Access is provided through secure delegated methods where supported. Third-party subscription and usage charges are separate. No unsafe data processing or unattended high-impact actions are included.
SEND BEFORE ORDERING
Sample sheet headings, CRM name, update rules, trigger conditions. Message me if you need a custom scope.
Get to know AllegraGallo
Business Automation and n8n Specialist
- FromGermany
- Member sinceOct 2026
Languages
German
FAQ
Will it delete existing customer data?
No destructive sync is enabled by default; deletions require explicit scoping and approval.
What do I need to send to get started?
Sample sheet headings, CRM name, update rules, trigger conditions. I will confirm the exact scope before production.
Can I request changes after delivery?
Yes. Revisions cover reasonable adjustments to the approved direction within your package, not a completely new concept.
Are software subscriptions included?
No. Required tools, API usage, hosting and third-party subscriptions are billed by their respective providers.

