CRM & Airtable Workflow Automation
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About this service
Summary
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
Skills and tools
Industries