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Google Sheets CRM Automation Expert Needed to Diagnose Workflow Issue
UpworkUSNot specifiedintermediate
DashboardGoogle WorkspaceGoogle SheetsGoogle Apps Script
I run my internal business CRM entirely on Google Sheets. It tracks clients, approvals, and operational workflows. Recently, the system stopped properly adding clients into certain workflow and approval stages.
I believe the issue is related to the Google Sheets logic, formulas, scripts, or integrations, but I need an expert to diagnose and fix the root cause.
What I need
• Diagnose why clients cannot be added to workflows/approvals
• Fix the issue and restore normal functionality
• Explain the root cause of the problem
• Review the entire sheet/CRM setup to ensure there are no other hidden issues
• Allow a few days of testing after the fix to confirm everything works properly
Requirements
• Strong experience with Google Sheets automation
• Experience debugging formulas, scripts, and sheet-based systems
• Ability to audit and stabilize complex Google Sheet workflows
This is a short troubleshooting project, but could lead to future work if the collaboration goes well.
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