CRM & Airtable Workflow Automation by Jonathan Bayo

CRM & Airtable Workflow Automation

Jonathan Bayo

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About this service

Summary

I help businesses connect their CRM, Airtable, and Google Sheets into one smooth, automated system. Using Make.com, I build workflows that sync data, track deals, and keep every record up to date without manual work. My approach focuses on simplicity, speed, and long-term scalability.

Every setup is fully customized to your operations, whether you’re managing sales leads, client data, or internal projects. I make sure your tools “talk” to each other so you can focus on relationships, not repetitive updates.

FAQs

What CRMs can you integrate?
I can connect HubSpot, Pipedrive, Notion CRM, and most other platforms that support APIs or CSV exports.
Will my existing data be safe?
Yes, all workflows are read-write controlled and tested on copies before going live.
How long does setup take?
Most projects are completed within 7–10 days, depending on complexity.
Can you build automations beyond CRM updates?
Absolutely, I can extend your setup to handle client onboarding, reporting, or reminders.

What's included

Automated Data Sync System
A Make.com workflow that connects your CRM, Airtable, and Google Sheets to automatically update contacts, deals, and tasks in real time.
Centralized Airtable Dashboard
A structured Airtable base showing leads, deal stages, and team activity with real-time updates.
Error Handling & Notifications
Built-in validation and alert system that sends you updates when data fails to sync or needs review.
Documentation & Training Session
A concise user guide and walkthrough call showing how to manage, edit, and expand the automation.

Example projects