I will build CRM to google sheets automation
RevOps Specialist, CRM Governance and Workflow Automation
About this Gig
Welcome to my Gig!
Are you and your team wasting valuable time manually exporting reports, updating ledgers, or switching between platforms just to check your pipeline numbers?
I will design and deploy robust, automated data workflows using n8n or Make.com that bridge your CRM (HubSpot, Salesforce, or Zoho) directly to Google Sheets and your communications workspace. Save hours of manual entry and get reliable, real-time KPI data.
What This Gig Includes:
- Automated Event Triggers: Sync closed-won deals instantly from your CRM to dynamic Google Sheets trackers.
- Cross-Platform Communication: Set up automated Slack/Discord/Email notifications for important status updates.
- Data Formatting: Ensure that your data formatting is clean, consistent, and validated on transfer.
Supported Platforms:
- n8n / Make.com
- HubSpot, Salesforce, Zoho CRM
- Google Workspace
Expertise:
Audit
•
Documentation
Project focus:
Excel
•
SQL Database
•
No-SQL Database
•
Website
FAQ
What automation tools do you use?
I primarily build and self-host workflows using n8n and Make.com depending on your stack preferences.
Will this disrupt our current sales process?
No, the workflows are non-destructive and run in the background as "listeners" or webhooks.
Do you provide ongoing maintenance?
The Premium package comes with 3 days of post-deployment monitoring and troubleshooting. Additional long-term support can be arranged via custom offer.
