Airtable CRM and Google Sheets Integration for Real Estate Firm

Client: A growing property acquisition firm managing outreach to 800+ commercial locations across the U.S.

The team was tracking leads in spreadsheets and had no unified view of where each property stood in the pipeline. Calls and emails were logged manually with no connection to properties or owners. This created duplicate outreach, lost momentum, and no real way to visualize team activity or lead progression.

Properties Table: Each row represented a unique commercial property, with fields for address, brand, rep assigned, and current lead stage.

Interactions Table: Linked to properties, used to track calls/emails. Captured date, rep, notes, outcome.

Owners Table: Mapped multi-site owners/franchisees, connected to multiple properties.

Built rollups to show last contact date, total number of touches, and auto-update lead status.

Designed a Kanban-style pipeline view using lead stages (New → Contacted → Qualified → Converted)

Built a dashboard view showing:

Used Airtable’s native Interfaces for easy, filterable team dashboards

Set up a Make.com scenario to sync a team-facing Google Sheet → Airtable

Parsed new rows as Interactions, matched properties by address

Auto-linked interactions to the correct property + owner inside Airtable

System updated in real time as the team logged their activity from Sheets

Team moved from scattered spreadsheets to a live, linked CRM

Reps could see all property history at a glance

Managerial team had visibility into outreach volume, rep performance, and lead momentum

Built for scale — now tracking 1000+ properties without friction

Tools Used: Airtable, Make.com, Google Sheets, Airtable Interfaces

Streamlined lead tracking system connecting Airtable CRM with Google Sheets for a property acquisition firm, improving pipeline visibility and team coordination.

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