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Expert Type

Freelancer/Consultant

Location

United Kingdom

Project Budget

$250 to $1,000, $1,000 to $10,000, > $10,000

Services Offered

Zapier Account Set Up, Complex Workflow Help, Automated Lead Management

Software Specializations

CRM, Websites, Forms, eCommerce, Productivity

About Solvaa

We help you save time, reduce costs, and stay agile! We are UK-based Zapier Certified Experts and we help small and medium-sized businesses as well as solopreneurs, just like you, to streamline and automate your end-to-end processes. From marketing to sales, operations, financial administration, and reporting workflows. We support clients worldwide to automate their businesses, increase efficiency and save time. Our clients work with us because we're process-minded creative problem solvers and we help with creating new zaps (either simple or complex), troubleshoot errors, and provide training on how to use Zapier. We focus on solutions, not problems, and want to build long-term, supportive relationships with our clients. We've saved some of our clients 45+ hours PER WEEK with systems advisory and automation with Zapier. Whether you have a small zap issue that needs to be solved or you want to overhaul all of your systems and processes - we're here for you! Although we're tool agnostic, we're also Pipedrive Experts and Xero Certified Advisors that specialise in automating processes that involve Google apps, Hubspot, Pipedrive, Pandadoc, Xero, and Process Street, BUT we can help with many more... Work smarter, not harder with Solvaa and Zapier. Save Time - Reduce Costs - Stay Agile!


22 Customer Reviews

Michael S.

Great to work with. Very knowledgeable and responsive

Kelly was instrumental in helping me to get the most out of Pipedrive’s functionality by structuring the system to the exact needs of my team and providing training. Alongside this, she has put in place numerous processes using Zapier to automate proposal creation (with Google Docs) and sending, and auto-responder email follow-ups. Kelly is very responsive to queries and very easy to work with. I would highly recommend her to anyone who needs help with Pipedrive and Zapier. We save buckets of hours thanks to her work.

Lynda D.

Professional & Helpful

Kelly has helped us to systemise our client onboarding procedure. Kelly developed the streamlining of our process by converting from paper and word documents into digital forms using Process Street and connecting that with email, Xero and Google Sheets. Our queries have always been answered by Kelly in a professional and timely manner and she has always been very approachable and has given clear explanations. We would have no hesitation in recommending Kelly and her skills.

Claire O.

Very thorough, accurate and worked to tight deadlines

Kelly, came on board our project with very tight deadlines. She was very thorough in her approach, quickly understood our processes and worked above and beyond to ensure the zapier integrations into Hubspot and Xero worked properly and efficiently. I have no hesitation in recommending her services.

Marcus G.

Worth her weight in Gold.

I am not often impressed but in the few days Kelly spent working on our project she did just that and then some. Not only intelligent, efficient and concise, ...she also managed to understand what was a fairly complex setup and meet challenges involving possibly some of the longest Zaps she had made. And then ...we we realised we wanted to do things a little differently or made her life more complex, she adapted, re-made, re-organised, tested and did it all again. I couldn't speak more highly of her work.

Ross H.

Time Saver

Kelly helped us set up Pipedrive working with Trello and our client portal. All the information flows seamlessly and keeps our CRM updated. We would highly recommend her and will be using her again in the future.

Alison M.

Excellent support from Kelly at Solvaa

I am really delighted that we have engaged Kelly to help us with our processes. Kelly has transformed our financial processes. I have saved hours of time each week on the reconciliation of Xero thanks to the zap improvements she has done. I am also impressed with how quickly she did the analysis and found the solution. We are a small but growing business and are quickly realising that getting our processes right early on in our growth trajectory is really important. We are now looking at other areas of the business where she may be able to help and I would not hesitate to recommend her to others.

Alison M.

Process Excellence from Solvaa

I am really impressed with Kelly's deep knowledge about zapier and how to use it to enhance integrations with various software platforms. The time it takes for me to reconcile has dramatically reduced and is now less than a third of the time is used to take. Which has really enabled me to spend time on more important activities. Kelly is also able to look at areas of our business that will need process support as we grow and to advise us on where to focus our time and investment so that we are proactively bringing process excellence to the organisation rather than waiting for an issue to occur. She also uses her time really efficiently and can quickly get to the essence of a problem. I'm really pleased we are working with her.

Svetlana K.

Very professional and efficient service!

Kelly is a very experienced professional in zappier and other IT skills . Despite the demands of the project she managed to integrate all our software (Acquity Scheduling, woocomerce and quick books ) into Active Campaign successfully, enabling us to do the segmentation of our lists the way we needed according to our marketing consultant.

Greg T.

My life is less hectic

Kelly Goss really helped me streamline my operation.  She listened intently to my requirements and with her experience, she knew exactly what to do. I am very happy and thinking about new ways for her to help me.

Joanne F.

Contact Kelly if you need help with Pipedrive and Zapier

We've worked with Kelly since May 2020. She has been our go-to expert resource for anything related to Pipedrive functionality advice and implementation, and for automating our processes either with native integrations or Zapier. While we've been working together, Kelly has helped us to automate our lead generation processes from form submission on our website (Gravity Forms) and partner portal (Magentrix) to creating deals in Pipedrive. She has also increased our sales visibility with lead scoring, better reporting, and notifications. She's flexible, reliable, responsive, and always on hand to sort out technical issues promptly. Kelly is excellent in at what she does and is a pleasure to work with.

Jeff B.

Always on hand for support

Kelly has worked with us for almost 2 years now, and continues to provide us with cross-functional tech support - from helping us assess and implement new apps and add-ons to support with Salesforce, Xero and Zapier. With Zapier, specifically, she has helped our team create automations between Salesforce, Google Drive and Jira, which improved our customer success processes. Kelly has also implemented some crucial automations to extract sales data from Xero and represent it in a Google Sheet. This data has helped us to gain insight into capabilities for each project, for understanding what we are very strong at, and where we may be falling short. We're glad to have Kelly to call on if and when we need additional support. Kelly is truly solution driven and I would recommend her to any fast-paced, growing start-up or developing business that needs tech and automation support from a part-time team member.

Jon D.

Our go to Zapier expert...

Kelly at Solvaa has been a great help with any integration issues we've experienced on Zapier including connectivity between Google sheets, SMS providers, API's and more. Solvaa is our go to Zapier expert and we wouldn't hesitate in recommending.

Louise H.

Lifechanging!

Kelly is so good at what she does I literally cant recommend her highly enough! Having embarked on the automation journey I spoke to several people and Kelly by far came across as the most genuine and authentic person. Kelly and I spoke at length about our current systems and how we wanted to improve them, she listened, asked questions and made excellent suggestions. We were excited to get things going and Kelly set our expectations well, she gave clear guidance on timelines and fees and was open and honest throughout. Once things started we quickly realised we wanted more and how beneficial Kelly was to our business. We are still working with Kelly to keep improving things for us and we have further projects that we want her to help us with. Kelly's skill, knowledge and service is impeccable and what she has done for us has saved hours and hours worth of man power allowing our teams to focus on our patients rather than administrative tasks, it's also allowed us to communicate in a much better way with our patients - exactly the results we were after. As my review title says meeting Kelly has simply been lifechanging for our business and our teams.

Hugo C.

Fantastic service

Kelly has been helping me integrate 6 platforms (Salesforce, ScheduleIt, Fast Field Forms, Google Sheets, Outlook & AirTable) for around 10 months now using Zapier. She has been excellent at understanding the problems and qwerks of the organisation, and identifying solutions or workarounds to achieve the aim. She also has a knack for understanding the key / actual requirements from a garbled verbal description from me of what I think I want! She gets the balance right between doing what is asked, and offering alternative routes to solving the problem. She is also open and honest about what is not achievable rather than saying ‘yes, no problem’ to everything. Similarly she doesn’t try to sell you solutions to problems that don’t exist to gain extra revenue. When there have been issues she has willingly engaged with the software developers of the platforms being used, negating the need for me to be a go between. She is extremely contactable and responsive, understanding that some issues need a far more immediate response than others. In summary Kelly is a very knowledgeable, helpful and a great asset to have contributing to your business. An additional benefit is the coaching I have received from Kelly - I now use her for a very small amount of time compared to the beginning as I now create almost all of my own Zaps and am virtually self-sufficient. Instead of keeping the skill as a 'hidden art' to maintain revenue she has helped me learn it so I now use her just as an ad-hoc problem solver, or someone to bounce ideas off.

Elizabeth F.

Connected our tools and are getting much better data!

I’ve worked with Kelly on a number of Zapier projects now and can’t recommend her enough! Her analytical thinking and problem-solving skills have helped us to find smart solutions to some challenging problems. With Kelly’s help we’ve now automated many of our processes across the tools that we use (Pipedrive, Xero, Slack, Asana being a few). It’s not only helped us link up the tools with each other but we are also collecting much more timely and accurate data through the automation.

Paul A.

Quick & easy

Kelly provided a quick solution that really helps reduce the amount of manual work we have to do connecting systems like SalesForce, Xero and Freshdesk. She was very efficient, professional and helped us learn how Zapier works.

Sarah B.

Integration support

Kelly has completely enlightened me in getting the best from Zapier with the systems I use. In easy to understand language my grasp of Zapier has improved no end and I'm saving time, making a huge difference to my business.

Matthew P.

Really efficient and effective service

Kelly has recently helped us with an integration between Pipedrive and Smartsheet, the service and solution we received was excellent and we are now excited about extending this into other areas of the business where we can use Kelly's problem solving and Zapier skills to automate other routine functions.

Stephen D.

Expert knowledge and easy to work with

We’ve been working with Kelly and Team to help automate a number of our processes to help reduce admin overheads and increase usable data within our business.  That way, we’re able to spend more time with our clients. The best bit about working with Solvaa is that it’s close to a fire-and-forget service.  We can tell them what we want to achieve, they come up with ideas and options and then they just make it work.   It’s beautifully simple and easy and allows us to get on with the fun parts of our Business!

Peter M.

Click Funnels - Zapier - Zoho Integration

We contracted Kelly to help us 1. Connect Click Funnels to zapier to Zoho Crm Kelly was able to go into all the applications and on the spot identify the issues and resolve them. I had spend hours on help files and online tutorials with no success. Best money I have spent in a long time. If you need someone to help you get zapier integration working. Look no further that Kelly

Benjamin B.

Pipedrive to Dear Inventory

Kelly worked with us on a project to link Pipedrive with Dear Inventory using Zapier. Kelly met all of our expectations. She’s a great communicator and a talented developer.

Damian B.

Need Zapier expertise? Look no further

Kelly helped me integrate my web site with an automated email platform via Zapier and Google Sheets, to extremely good effect. Her knowledge of Zapier and her logic and analytical skills are faultless. Put simply, I could not have made this important integration without her. She is efficient, flexible and great to work with. I am SO pleased to have found Kelly; if you are looking to streamline your business or workflow via automation, look no further.