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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SM
Shawnee M.
Jul 22, 2026
HubSpot Properties Audit: Written Report Against Provided Taxonomy Spec
Richard delivered a production-reconciled, three-object HubSpot conformance audit with every property individually verified, cross-checked against our live data, exactly as scoped, and on time. When production data corrected his initial sandbox findings, he showed the corrections openly rather than quietly fixing them, which is exactly the rigor you want in an auditor. Read-only as agreed, verifiable in our own audit log. Clear, well-structured report with judgment calls surfaced separately with reasoned defaults. Would hire again without hesitation.
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
About Richard
CRM Integration Specialist | n8n + Make.com | HubSpot, GHL, Pipedrive
100%
Job Success
The Woodlands, United States - 4:29 pm 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, 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 classification, routing, scoring, and drafting
- Bi directional CRM and marketing platform syncs
- Custom API integrations and cloud function logic
- Rescue work on broken, inherited, or half finished automations
- Production grade error handling, dedupe logic, and reporting
Recent work
- Multi source webhook ingestion pipeline in n8n with AI classification and structured logging
- HubSpot and ActiveCampaign bi directional sync with behavior based deal progression
- Commission reconciliation across two payment processors matched back to CRM deals for a payments client
- Field services CRM to production sync with margin validation, labor tracking, and change order guardrails
- Ticket data extraction from an MSP PSA API into structured reporting and AI ingestion
- Pipedrive workflow with deal validation, enrichment, and Slack alerting
Where I am different
Before this I spent 14 years founding and running a managed services and cloud company serving registered investment advisors across 40+ states. Inc 5000 six consecutive years. Acquired in 2021. That background means I build automations the way regulated firms need them built: auditable, documented, and safe to hand off to your team.
- 100 percent Job Success Score
- Top Rated
- Make Advanced Certified
- 20+ years in IT and fintech systems
How I work
1. A short call to understand your systems and where they actually break
2. A written blueprint showing exactly what happens, in what order, and what fails safely
3. Build with testing, error handling, and retry logic
4. Documentation so your team can run it without me
If your CRM, email, marketing, support, and data tools should be working together and are not, send me a message 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.