Airtable CRM Migration Setup

Заказчик: AI | Опубликовано: 12.11.2025

I need an expert who knows both Clay and Airtable inside out to migrate our current CRM into Airtable while putting data organisation at the centre of the build. The structure must let my team see the right records at the right moment through tailored views and filters, while behind-the-scenes automations keep everything flowing without manual effort. Alongside the move itself, I’ll rely on you to connect Airtable to the other apps we already use so information passes between platforms seamlessly. Feel free to suggest best-practice integrations; once the core base is stable we can iterate together. Deliverables • Fully migrated CRM data in Airtable, mapped to clear tables and linked records • Custom views and filters for sales, marketing and support teams • Automated workflows that remove repetitive tasks • Live integrations with our existing tools (Clay included) Acceptance criteria 1. All legacy records are present and correctly linked. 2. Users can switch between the custom views with no loss of essential fields. 3. Key automations trigger reliably under test conditions. 4. External integrations sync data both ways without errors. When you reply, show me past work that proves you’ve built comparable Airtable bases or Clay integrations before. Brief descriptions or screenshots are fine; I’ll follow up with any questions.