We are a luxury custom window treatments company based in Scottsdale, Arizona (House of Shades). We are building a structured CRM and automation system using Airtable as our primary lead management platform and Make (formerly Integromat) as our automation engine. We are looking for an experienced automation specialist to help us complete the integration and workflow setup between Air table and Make, specifically focused on client onboarding and pre-consultation workflows this project should take 2-4hrs for a well verse expert. Important Context: We have already built and structured our Air table CRM base internally, including lead tracking fields, statuses, and workflow stages. We are not starting from scratch. At this stage, we primarily need help connecting Airtable to Make properly, troubleshooting the connection, and finalizing the automation workflow so it runs reliably. Scope of Work: Airtable → Make Integration Properly connect our existing Airtable base to Make Troubleshoot and resolve authentication/token or permission issues Ensure Make can successfully read and watch records from Airtable Automation Trigger Setup Create automation that triggers when a lead reaches a specific status (example: “Consultation Scheduled”) Confirm trigger reliability and real-time functionality Automated Email Workflow When triggered, system sends automated email to client Email will include link to our Pre-Consultation Brief Form Ensure formatting, sender identity, and deliverability are properly configured Airtable Record Update After email sends, update record field (example: “Pre-Consult Form Sent” checkbox or date field) Prevent duplicate email sends Testing + QA Run multiple test scenarios Confirm automation runs without failure Ensure data flows correctly between systems Our Current Stack: Airtable (CRM / Lead Management) – Already built Make (Automation platform) Outlook / Microsoft 365 (Email delivery) Future integrations planned (SMS, reminders, scheduling) Deliverables: Fully functional Airtable → Make automation Email workflow operational Record update automation completed Tested and verified system Brief Loom/video walkthrough explaining how it works Ideal Freelancer Qualifications: Proven experience with Airtable + Make integrations Strong understanding of CRM workflow automation Experience troubleshooting existing automations Detail-oriented and organized Able to communicate clearly and document work Bonus: Experience with Outlook / Microsoft 365 automations Experience building sales or client onboarding pipelines Project Type: One-time setup / troubleshooting project (with potential for ongoing automation work) Timeline: Looking to complete within 1 week Access: We will provide access to Air table base and Make account upon hire. To Apply, Please Include: Examples of similar automations you’ve built Platforms you’ve integrated (Air table, Make, Zapier, etc.) Estimated timeframe Fixed price or hourly rate We are building a long-term operational system and are looking for someone reliable we can work with again as we expand automation.