Business Automation Consulting for SMBs

Want to free up time for things that matter the most? I am a business automation expert and I automate tedious business processes and workflows.

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What can you automate in your business?

Use my skills as a business automation expert to make your SaaS applications talk to one another. Some sample use cases are listed below:

Send new leads to CRM

Facebook Lead Gen, Website Contact Forms, Chatbots, Typeform, etc. to Pipedrive, Hubspot, FreshSales, Salesforce, etc.

Add subscribers to marketing lists

Lead magnets, website popups, Lead Gen, Contact Forms, Chatbots, etc. to Klaviyo, Mailchimp, ActiveCampaign, MailerLite, etc.

Report email subscriber activity to CRM

Send user activity events like email opens, email clicks, website visitors, product checkouts, etc. to CRM and to salespeople.

Record event and calendar bookings

Log meetings/cancellations in a Google Sheets workbook and in a shared calendar for everyone to be on the same page.

Send conversion events to ad platforms

Notify intermediate lead conversion events back to ad platforms like FB to ads improve ads targeting and audience building.

Create order fulfillment requests

Send new order information to order management systems and fulfillment centers from Shopify, WooCommerce, etc.

Backup data from SaaS platforms periodically

Use Flatly or Coupler to periodically back up your data from SaaS platforms in destinations like Google Drive, Big Query, AWS, etc.

Set up notifications for RSS feed updates

Notify time-sensitive RSS feed updates using email or text by setting up an RSS feed in Zapier which is triggered by webhooks.

Schedule tasks at regular intervals

Set up a set of tasks to repeat every hour, every day, or every week to automate mundane tasks that have a standard operating procedure.

Capture custom events using webhooks

Use webhooks to automate tasks that aren't a part of the standard offering of the SaaS platform.

Automate spaced tasks/activities creation

Create the next task/activity in a follow-up sequence at regular intervals to set up cadence.

Save files from emails/orders

Store digital assets to a cloud storage solution like Google Drive, Dropbox, etc.

Reviews from people I have worked with before

Testimonials

Amit is a pleasure to work with. As well as thinking about the best way to get the job done, he thinks about taking the job to the next level to provide more value. This was demonstrated time and time again where he was able to provide extra little nuggets of usefulness that he was able to provide along the way. Highly recommended, great to deal with, and a top guy.

Ryan M.

Founder, a D2C brand based in Australia

Amit approached the work very quickly. We talked the same day and he finished the job the next day. So I would recommend him for anyone looking for Pipedrive automations.

Emre G.

Co-founder, a Tech consulting agency

I was working 6 hours to fix small issues on the CRM, but thanks to Amit I was able to fix it in 15 min. Save your time and money, hire an expert like AMIT! I highly recommend him.

Alex S.

Founder, a Business Consultant

Business Automation Tools I work with

Need help with Pipedrive Automation?

You can automate your sales processes using Pipedrive's Workflow Automation capabilities. Wherever Pipedrive's native automation capabilities are lacking, you can use third-party automation tools to improve your sales and marketing automation workflow.

Check out Pipedrive Workflow Automation

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