Automation Systems
Airtable CRM & Lead Dashboard - Mortgage Funnel + Make.com
Designed an Airtable-based CRM and dashboard system integrated with Make.com to automate mortgage lead capture, pipeline tracking, and reporting.
Airtable CRM Developer / Make.com Automation Engineer
Business summary
- Built a real-time CRM system for mortgage lead tracking and qualification.
- Automated lead ingestion from Meta Ads into structured CRM pipelines.
- Reduced manual lead entry and improved response time.
- Created live dashboards for pipeline visibility and reporting.
What I built
Built an Airtable CRM with structured lead lifecycle stages (New, Contacted, Qualified, Converted, Not Qualified). Created a custom Airtable Interface dashboard with real-time filters, KPI summaries, and visual analytics. Integrated Make.com workflows to ingest Meta/Facebook Lead Ads via webhooks and automatically populate CRM records without manual input.
Centralized mortgage lead management with fully automated lead ingestion and real-time pipeline visibility.
Architecture
A simple operating path with explicit ownership.
01Meta/Facebook Lead Ads ingestion layer
02Make.com automation pipeline
03Airtable CRM database layer
04Airtable Interface dashboard layer
05Pipeline stage automation logic
06Webhook-based data sync system
Challenges
- Ensuring real-time sync between Meta Ads and Airtable
- Structuring flexible but consistent CRM pipeline stages
- Handling incomplete or inconsistent lead data
- Maintaining dashboard performance with growing dataset
Results
- Eliminated manual lead entry
- Improved lead response time
- Increased visibility into mortgage pipeline
- Reduced operational overhead for CRM management
Tech Stack
Airtable
Make.com
Meta Lead Ads
Facebook Ads API
Webhooks
CRM Systems
Data Pipelines
Airtable Interface Designer
Automation Systems
Gallery
