Relay.app Partner
Amit Sarda
What they do
Amit Sarda brings ten years of automation consulting backed by an MBA and CS degree, working across CRM, BI, and workflow systems. His tool depth spans HubSpot, Pipedrive, Airtable, Google Sheets, Typeform, PandaDoc, Calendly, Loom, Slack, and Trello — covering the full lifecycle from lead capture to contract to reporting. He focuses on e-commerce and CRM use cases where data needs to flow reliably across multiple platforms without manual intervention.
Best fit for
- → HubSpot or Pipedrive CRM automation with multi-tool integrations
- → E-commerce order and customer data pipelines using Airtable and Sheets
- → Typeform → CRM → PandaDoc proposal generation workflows
- → Calendly booking automation connected to CRM and Slack notifications
- → BI reporting automation pulling from CRM and e-commerce data sources
About
Hello! I am an official Relay.app Consulting Partner. I have been working in the automation space for almost 10 years now. I have been a certified expert in a couple of automation platforms and use other automation tools quite frequently for my clients.
Tools I can help automate:
Google Drive, Google Forms, Google Sheets, HubSpot, OpenPhone, PandaDoc, Pipedrive, Slack, Trello, Typeform, Airtable, Cal.com, Calendly, Facebook Lead Ads, Fillout, Gmail, Google Calendar, Google Docs.
How to proceed?
- Your possible next steps, in the order of my preference and what's best for you (applicable links on the left under Resources):
- Book a FREE call
- Send a contact request (send me a loom, or I will insist on a call)
My background
I am an MBA and a Computer Science Engineer by education. I have worked with MNCs like Starent Networks (acquired by Cisco) and ZS (a marketing and sales analytics consulting firm). I have a ton of experience with CRM, automation, SaaS adoption, BI/dashboards, and productivity which will be very handy depending on your business case. More about me: https://www.amitsarda.xyz
Bio from Amit Sarda's Relay.app profile
Reviews
This guy knows his stuff!
I had the pleasure of working with Amit on the Relay.app, and I can't recommend him highly enough! From the beginning, he was incredibly easy to work with. He took the time to understand my needs and expectations, making the entire process feel seamless. His communication was straightforward and clear, which made collaboration effortless.
Excellent resource!
Amit is a total professional and amazing resource. He's technical, smart, and understands this stuff better than anyone. Strongly recommend!
Fast and thorough!
I am a bit technologically challenged and when one of the reasons I chose Amit to help me automate my business admin tasks was he offered a discovery call. He was absolutely wonderful and outlined changes I needed to make in a way that was clear and easy. He completed my large project and saved me countless hours in under a week. I would recommend him highly to anyone that needs an automation specialist.
Specialties
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