I will create google sheets CRM and email automation

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tangjie_automat
T
tangjie_automat
Jie T.
create google sheets CRM and email automation
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create google sheets CRM and email automation

About this gig

I will help you create a simple Google Sheets CRM and email automation workflow for your small business.


This gig is best for businesses that want to organize leads, track customer information, and follow up faster without manually copying data between tools.


What I can help with:

- Create a simple CRM in Google Sheets

- Send form submissions to Google Sheets

- Connect Google Sheets with email, CRM, forms, or other tools

- Set up lead follow-up reminders

- Create basic email notification workflows

- Sync customer data between tools

- Test the workflow with sample data

- Provide a short explanation of how the workflow works


The basic package includes one simple automation between two apps with up to two steps/actions.


Before ordering, please contact me first and tell me which tools you use, what data should be saved, and what email or follow-up action you want to automate.

  • AI Model Frameworks & Tools

    • n8n
    • OpenAI ChatGPT

  • Platform

    • Google Assistant
    • HubSpot CRM
    • monday.com CRM
    • Salesforce
    • Shopify
    • SMS/Text Messaging
    • Websites
    • WhatsApp
    • Zapier
    • Zendesk Sell

  • Type

    • Data syncing
    • Email automation
    • CRM workflows
    • Email & Communication
    • CRM & Internal Workflows

  • Automation Integration Points

    • Google Sheets
    • Email
    • Salesforce
    • Hubspot
    • TypeForm

  • Programming Language

    • JavaScript
    • Objective-C
    • Python

Get to know Jie T.

Jie T.

AI Workflow Automation Specialist

  • FromChina
  • Member sinceJul 2026
  • Avg. response time1 hour

  • Languages

    English
I help small businesses automate repetitive workflows using AI, Make, Zapier, Google Sheets, Gmail, and CRM tools. I can help set up simple and practical automations for lead capture, CRM updates, email follow-up drafts, form-to-spreadsheet workflows, task reminders, and app integrations. My focus is on clear communication, reliable setup, and easy-to-maintain workflows that save time and reduce manual work. If you need a workflow such as form → CRM, email → spreadsheet, or lead capture → AI reply draft → follow-up reminder, I can help you build and document it clearly.

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