Customer Data Entry Assistant -- 2
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I’m looking for reliable support to keep my customer records accurate and up-to-date. All information arrives through online forms; your job is to take that data and enter it into our spreadsheet and CRM exactly as received, double-checking each field for spelling, correct formatting, and duplicates.
Here’s what I need from you:
• Daily extraction of new submissions from the web form dashboard
• Precise entry of names, contact details, and any notes into the provided Google Sheet and HubSpot CRM
• Quick flagging of incomplete or suspicious entries so I can follow up
• A brief end-of-day summary confirming how many records were processed and any issues encountered
Consistency and confidentiality are essential. Familiarity with Google Sheets and HubSpot (or similar tools) will help you ramp up fast. If you’re detail-oriented and comfortable handling customer information, I’d love your help keeping our data clean and actionable.
Here’s what I need from you:
• Daily extraction of new submissions from the web form dashboard
• Precise entry of names, contact details, and any notes into the provided Google Sheet and HubSpot CRM
• Quick flagging of incomplete or suspicious entries so I can follow up
• A brief end-of-day summary confirming how many records were processed and any issues encountered
Consistency and confidentiality are essential. Familiarity with Google Sheets and HubSpot (or similar tools) will help you ramp up fast. If you’re detail-oriented and comfortable handling customer information, I’d love your help keeping our data clean and actionable.
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