You will get an Automated Client Intake Form with Google Sheets Integration
Top Rated
Top Rated
Project details
You will get a professionally built client intake form that automatically syncs to Google Sheets—perfect for consultants, bookkeepers, and service-based businesses looking to simplify onboarding or lead capture.
With 15+ years in cloud IT and workflow automation, I specialize in building clean, reliable systems that save time and eliminate manual entry. This package includes a branded Tally or Microsoft Form, seamless real-time integration to Google Sheets, and timestamped entries—delivered and ready to use in just 2 business days.
You’ll also receive a walkthrough video so you can confidently use and reuse the form in your business. I focus on making automation accessible, easy to manage, and scalable. This isn’t just a tech setup—it’s a workflow asset that adds value immediately.
With 15+ years in cloud IT and workflow automation, I specialize in building clean, reliable systems that save time and eliminate manual entry. This package includes a branded Tally or Microsoft Form, seamless real-time integration to Google Sheets, and timestamped entries—delivered and ready to use in just 2 business days.
You’ll also receive a walkthrough video so you can confidently use and reuse the form in your business. I focus on making automation accessible, easy to manage, and scalable. This isn’t just a tech setup—it’s a workflow asset that adds value immediately.
Data Entry Type
Data Cleansing, Document Conversion, Word ProcessingData Entry Tool
CRM Software, ERP Software, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included $149
These options are included with the project scope.
$149
- Delivery Time 3 days
- Number of Revisions 1
- Number of Hours of Work 6
- Formatting & Clean Up
- Graph & Table Creation
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$50
Additional Revision
+$25
Additional Hour of Work
+$30
Extra Form Logic
(+ 1 Day)
+$50
CRM Integration
(+ 2 Days)
+$75
Private Loom Walkthrough
(+ 1 Day)
+$30Frequently asked questions
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GL
G L.
May 31, 2026
Senior Lead Systems Architect (Canonical Data + Consent + Routing | Multi-Lane)
Richard was professional, knowledgeable, and extremely helpful throughout the engagement. He took the time to understand our goals, provided thoughtful guidance, and helped bring structure and clarity to a complex project. Communication was consistent, expectations were clear, and the deliverables were valuable. Appreciate his expertise and would gladly work together again.
ch
carey h.
May 16, 2026
RPE Flooring Operations Engine
⭐⭐⭐⭐⭐
Working with Richard Mabbun has been an outstanding experience from start to finish. Richard played a major role in helping develop the engine behind [RPE Systems](https://rpesystems.com?utm_source=chatgpt.com), and his technical ability, problem-solving skills, and professionalism consistently exceeded expectations.
This project involved building complex automation logic, workflow systems, integrations, and operational processes that required both technical expertise and strategic thinking. Richard was able to quickly understand the vision, translate business requirements into working systems, and execute at a very high level.
What stood out most was his ability to troubleshoot difficult issues and stay committed until the solution was fully working. Whether it involved workflow automation, API/webhook logic, data handling, process optimization, or backend structure, Richard approached every challenge with patience, precision, and a strong ownership mindset.
Communication was excellent throughout the project. He was responsive, proactive, and easy to collaborate with. He consistently provided updates, asked thoughtful questions, and made recommendations that improved the final product beyond the original scope.
Richard is highly skilled, dependable, and genuinely cares about delivering quality work. If you are looking for someone who can handle complex systems, automation, and technical development with professionalism and integrity, I highly recommend him.
I look forward to continuing to work with Richard on future projects.
Working with Richard Mabbun has been an outstanding experience from start to finish. Richard played a major role in helping develop the engine behind [RPE Systems](https://rpesystems.com?utm_source=chatgpt.com), and his technical ability, problem-solving skills, and professionalism consistently exceeded expectations.
This project involved building complex automation logic, workflow systems, integrations, and operational processes that required both technical expertise and strategic thinking. Richard was able to quickly understand the vision, translate business requirements into working systems, and execute at a very high level.
What stood out most was his ability to troubleshoot difficult issues and stay committed until the solution was fully working. Whether it involved workflow automation, API/webhook logic, data handling, process optimization, or backend structure, Richard approached every challenge with patience, precision, and a strong ownership mindset.
Communication was excellent throughout the project. He was responsive, proactive, and easy to collaborate with. He consistently provided updates, asked thoughtful questions, and made recommendations that improved the final product beyond the original scope.
Richard is highly skilled, dependable, and genuinely cares about delivering quality work. If you are looking for someone who can handle complex systems, automation, and technical development with professionalism and integrity, I highly recommend him.
I look forward to continuing to work with Richard on future projects.
JC
Justin C.
May 12, 2026
Senior Make.com Specialist for Diagnostic & Optimization of AI-Powered Content Automation
You will not find a Make.com specialist who is (1) clearer at communication, or (2) of a higher caliber in terms of nuanced understanding of being truly solutions-oriented. Period!
ch
carey h.
Jan 28, 2026
ClickUp Solutions Architect
VL
Vince L.
Jan 15, 2026
Amazon FBM Inventory Reconciliation & Alert Automation (BrokerBin Integration)
Great working with Richard once again.
About Richard
CRM Integration Specialist | n8n + Make.com | HubSpot, GHL, Pipedrive
100%
Job Success
The Woodlands, United States - 8:20 am local time
- If your CRM, email platform, support tools, or project systems are not talking to each other the right way, I fix that. I design end to end workflows using n8n, Make.com, HubSpot, GoHighLevel, and AI to remove manual work and create a clean, reliable process.
What I build ⚙️
• CRM automations with n8n, Make, HubSpot, GoHighLevel, Pipedrive, Close
• Webhook ingestion and multi stage data pipelines
• AI driven workflows for analysis, routing, writing, and scoring
• Scrapers and enrichment flows
• Bi directional CRM and marketing syncs
• Custom API integrations and cloud function logic
• Enterprise style error handling, dedupe logic, and reporting
Recent projects 🚀
• n8n pipeline for multi source webhook ingestion and GPT classification
• HubSpot and ActiveCampaign sync with automated deal progression
• Pipedrive workflow with Slack alerts, deal validation, and scraping
• Paylidify Phase 2: Full ingestion system with dedupe, tagging, Sheets mapping, and handoff
• Google Sheets GPT scoring engine for Upwork proposals
• Custom Vercel API endpoints for automation logic
Why clients choose me ⭐
• 100 percent Job Success Score
• Top Rated
• Make.com Advanced Certified
• 20 years as CTO with real system architecture background
• I design workflows so your team does not have to maintain chaos
How I work 🧩
Call to understand your system
Blueprint showing exactly what needs to happen
Build with testing and error handling
Documentation so your team can manage it
If you want your CRM, email, marketing, support, and data tools to work together without manual effort, message me and I will tell you exactly how I would build it.
Steps for completing your project
After purchasing the project, send requirements so Richard can start the project.
Delivery time starts when Richard receives requirements from you.
Richard works on your project following the steps below.
Revisions may occur after the delivery date.
🛠️ Step 1 Title: Build and connect intake form
I’ll create a branded intake form and connect it to a Google Sheet to collect data automatically.
Test and validate connection
I’ll run a test submission and confirm that your Google Sheet is capturing form entries in real time.