Airtable CRM With Automated Lead Routing, Notifications & Kanban Pipeline

What I Built

Built a fully functional CRM in Airtable to manage leads, opportunities, contacts, and staff. Includes automated lead routing based on source, real-time notifications via Slack, email alerts, and dynamic Kanban and filtered views to monitor sales stages. Demonstrates full-cycle CRM automation, team assignment, and workflow optimization.

Key Features

Automated lead assignment based on source (Referral → Jason, Instagram → Mielle, Website → Mark, LinkedIn → Adrian), Hot Leads automation triggering Slack and email notifications, Kanban view displaying leads by stage (New, Contacted, Qualified, Hot), dynamic filtered views for pipeline management.