You will get Airtable CRM Setup & Automation | Softr Integration | Zapier, Make
Top Rated
Project details
Need a clean, scalable way to manage leads, clients, sales, or inventory? I’ll build you a fully customized CRM inside Airtable that matches your exact process ; not someone else’s template.
Whether you're in real estate, e-commerce, coaching, or services, I’ll turn your scattered workflow into a streamlined system with connected tables, dashboards, automations, and optional client portals.
What I Can Build for You:
Linked Airtable tables for Clients, Leads, Transactions, Agents, etc.
Clean data structures using Rollups, Lookups, and Formulas
Smart dashboards with Airtable Interface Designer
Optional Softr portal for clients or internal teams
Automations using Airtable native tools, Zapier, or Make
Walkthrough Loom video + documentation for easy handoff
I focus on systems that are:
Easy for non-tech users to maintain
Structured to grow with your business
Documented and ready for handoff to VAs or team members
Let’s Build:
If you’re ready to stop copy/pasting between spreadsheets and start working from one clean command center, let’s connect.
Whether you're in real estate, e-commerce, coaching, or services, I’ll turn your scattered workflow into a streamlined system with connected tables, dashboards, automations, and optional client portals.
What I Can Build for You:
Linked Airtable tables for Clients, Leads, Transactions, Agents, etc.
Clean data structures using Rollups, Lookups, and Formulas
Smart dashboards with Airtable Interface Designer
Optional Softr portal for clients or internal teams
Automations using Airtable native tools, Zapier, or Make
Walkthrough Loom video + documentation for easy handoff
I focus on systems that are:
Easy for non-tech users to maintain
Structured to grow with your business
Documented and ready for handoff to VAs or team members
Let’s Build:
If you’re ready to stop copy/pasting between spreadsheets and start working from one clean command center, let’s connect.
What's included
| Service Tiers |
Starter
$65
|
Standard
$200
|
Advanced
$380
|
|---|---|---|---|
| Delivery Time | 3 days | 6 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Tables Added | 3 | 5 | 8 |
Schema Diagram | - | - | - |
Permissions Setup | |||
Import/Export Data | |||
Admin Panel Setup | - | - | - |
Frequently asked questions
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MO
Mordecai O.
Feb 26, 2026
Technical No Code Builder Test
CP
Camelle P.
Dec 9, 2025
Document Go High Level Emails + Customer Journeys in Google Sheets & Figma Jam
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sharon c.
Aug 3, 2025
Virtual Assistant for help with promoting my tutoring services, research and handling social media
Very professional, intelligent and good at her work. If I have any work in the future, I will hope I can hire her again.
CO
Christy O.
Apr 7, 2025
Graphic design of Logo
AB
Abayomi B.
Mar 13, 2025
Tech-Savvy Data Entry Virtual Assistant Needed
Freelancer was very proactive, and flexible to work with.
Their competency in using spreadsheet would make me work with them in the future.
Their competency in using spreadsheet would make me work with them in the future.
About Taiwo
Healthcare CRM & Workflow Automation Expert |Medical Virtual Assistant
100%
Job Success
Lagos, Nigeria - 10:22 am local time
I build CRM & workflow automation systems that connect your tools, remove manual steps, and keep your business processes moving.
I specialize in GoHighLevel, Make, Zapier, Airtable, APIs, and webhooks, with a focus on turning messy manual processes into reliable, tested CRM workflows and business automations.
I also bring Medical Virtual Assistant and healthcare administrative experience, giving me an understanding of the workflows behind healthcare operations; from patient coordination and scheduling to EHR/EMR management, documentation, insurance-related workflows, and administrative follow-ups.
◾ What I Can Automate
✔ CRM & Pipeline Automation
Keep contacts, pipelines, tags, custom fields, opportunities, lead stages, and follow-ups organized automatically.
✔ Workflow Automation
Build, test, troubleshoot, and optimize triggers, conditions, If/Else logic, notifications, email/SMS sequences, reminders, task creation, and follow-up workflows.
✔ Lead & Client Follow-Up
Automate lead capture, qualification, nurturing, appointment reminders, task creation, and customer follow-ups so opportunities don't fall through the cracks.
✔ App & API Integrations
Connect your CRM with forms, spreadsheets, Airtable, Slack, email platforms, websites, and other business tools using Make, Zapier, APIs, and webhooks.
✔ Airtable & Data Automation
Automate data collection, synchronization, record creation, updates, notifications, and operational tracking without relying on repetitive data entry.
✔ Automation Troubleshooting & Optimization
Already have workflows that are failing, duplicated, firing at the wrong time, or creating messy data? I'll review the complete workflow, identify the issue, test the customer journey, and fix the underlying logic, not just patch one step.
◾ Healthcare CRM & Administrative Support
I can also support healthcare practices and healthcare-focused businesses with CRM and administrative workflows involving:
✔ Patient intake and coordination
✔ Appointment scheduling and follow-ups
✔ EHR/EMR-related administrative workflows
✔ Insurance verification and eligibility workflows
✔ Prior authorization tracking and follow-ups
✔ Healthcare documentation and record organization
✔ Lead and patient communication workflows
✔ Administrative process automation
My healthcare background helps me understand that healthcare workflows require accuracy, organization, consistent follow-up, and appropriate handling of sensitive information.
◾ My Approach
I don't believe every problem needs another automation.
📌 First, I look at the business process and determine what should be automated, what should remain manual, and where the simplest reliable solution fits.
⚡ Then, I build the workflow, test it thoroughly, document the setup, and look for missing steps or opportunities to improve it.
✔ The result: automation that is easier to maintain, not a complicated chain of apps that breaks the moment something changes.
◾Tools & Platforms
✔ CRM: GoHighLevel, Airtable, HubSpot
✔ Automation: Make, Zapier
✔ Database & Operations: Airtable, Google Sheets, Notion
✔ Integration: APIs, Webhooks
✔ Communication: Gmail, Slack, Email & SMS
✔ AI Automation: ChatGPT/OpenAI integrations and AI-assisted workflows
✔ Healthcare: EHR/EMR systems and healthcare administrative workflows
◾ What You Can Expect
✔ Clean and logically structured CRM workflows
✔ Proper triggers, conditions, filters, and field mapping
✔ Thorough testing before deployment
✔ Reliable integrations between your existing tools
✔ Clean CRM and pipeline organization
✔ Clear documentation and handoff
✔ Proactive identification of workflow gaps
✔ Healthcare-aware administrative support
✔ Short-term automation projects or ongoing CRM automation support
⚡ If you have a manual process that feels repetitive, a CRM that isn't being used efficiently, or an automation that isn't working the way it should, send me a message with the workflow you're trying to improve. I'll help you determine the simplest way to automate it.
Steps for completing your project
After purchasing the project, send requirements so Taiwo can start the project.
Delivery time starts when Taiwo receives requirements from you.
Taiwo works on your project following the steps below.
Revisions may occur after the delivery date.
Understand Your Workflow
We’ll start with a quick review of your business needs. You’ll share your current process (or pain points), and I’ll map out what tables, fields, and automations your CRM will need.
Design Your Airtable Base
I’ll create a custom Airtable base with all necessary tables (like Leads, Clients, Deals, etc.), linked records, formulas, and automation-ready fields.