CRM

Airtable CRM & Lead Dashboard - Mortgage Funnel + Make.com

Airtable CRM Developer / Make.com Automation Engineer

Business summary
Operations automation • Automate inbound/outbound communications with fast routing
  • Eliminated repetitive manual steps across the workflow
  • Faster response time and fewer missed handoffs
  • Error handling and edge-case coverage to reduce operational risk

What I built

Designed an Airtable CRM and lead-management dashboard for a mortgage business. The base tracks every lead through a New, Contacted, Qualified, Converted / Not Qualified pipeline, capturing name, email, phone, state, loan type and mortgage balance. A custom Airtable Interface surfaces today's leads, totals, status bar charts, a mortgage-balance pie chart and live filters. A Make.com scenario feeds the system automatically - capturing Meta (Facebook) lead-ad submissions and syncing them straight into Airtable records, so new mortgage leads land in the CRM and dashboard with no manual entry.

Tech stack

AirtableMake.comMeta / Facebook Lead AdsCRM DashboardLead ManagementAirtable Interface DesignerMeta Lead AdsFacebook Lead AdsMortgage CRMPipeline AutomationData VisualizationWebhooksAPI Integration