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patformautomate

Pat Form A

@patformautomate

Seamless automations for business growth

United Kingdom
English
About me
Hi, I'm a CRM and business automation specialist dedicated to helping businesses simplify processes and improve productivity. I design smart online forms, CRM systems, document workflows, eSignature solutions, and automation that save time and reduce manual work. I work with platforms like GoHighLevel, Jotform, Typeform, Tally, Google Forms, Zapier, Make, DocuSign, PandaDoc, and more. My goal is to deliver reliable, high-quality solutions tailored to your business needs.... Read more

Skills

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patformautomate
Pat Form A
Offline • 

See my services

Surveys
I will build tally so quiz forms tally conditional logics tally zapier integrations va
From$30 / projectMore details
Surveys
I will create jotform typeform tally google form online surveys quiz zapier integration
From$25 / projectMore details

Work experience

Fiverr

CRM & Business Automation Specialist

Fiverr • Freelance

Apr 2024 - Present • 2 yrs 4 mos

I have helped businesses streamline operations by designing online forms, setting up CRM systems, and workflow automations tailored to their needs. I specialize in creating user-friendly forms, integrating business applications, and automating repetitive processes to improve efficiency and customer experience. Key responsibilities: 1. Design custom online forms, surveys, quizzes, and fillable documents 2. Build workflow automations using Zapier and Make 3. Configure CRM systems and lead management workflows 4. Create DocuSign, PandaDoc, and Adobe Sign templates 5. Integrate Google Sheets, Airtable, webhooks, and payment gateways 6. Optimize business processes through automation and integrations 7. Provide ongoing support, testing, and troubleshooting