Streamline Marketing Data Flow

Job ID: 39962808

Budget: ₹12,500 – ₹37,500 INR

Project Details
$250.00 – 750.00 USD

Bidding ends in 6 days, 23 hours
I’m ready to replace repetitive copy-and-paste work with a streamlined marketing automation flow. All new lead data currently lands in Excel/Google Sheets and is entered by hand; I want that entire data-entry step automated so every contact record appears instantly and accurately in the sheet.

Scope
• Review my existing Google Sheets/Excel structure and the way leads arrive (website form, email platform, or other sources I’ll show you).
• Design a marketing-automation workflow that captures each lead, cleans basic fields, and inserts the record in the correct sheet and row—no manual touch.
• Build and connect the flow using a no-code/low-code platform such as Zapier, Make (Integromat), Google Apps Script, or another tool you recommend.
• Create a functional prototype, iterate once based on my feedback, then deliver the final live workflow plus concise setup documentation so I can maintain it.

Acceptance criteria
– Every test lead populates the sheet within seconds, with duplicates prevented.
– Editable documentation lists all triggers, actions, and API/webhook links.
– No paid add-ons beyond the chosen automation platform unless cleared with me first.

If you’ve automated marketing data flows before and are comfortable with Google Sheets triggers, this should be a focused, rewarding build.
Skills Required
PHP
Data Entry
Excel
Software Architecture
Google Sheets
Automation
Zapier