Airtable CRM Developer Needed for Jetbuilt API Integration, Sales Dashboards & Automation

Project Overview This fixed-price project will build an Airtable-based CRM integrated with Jetbuilt. Jetbuilt will remain the system of record for quotes and projects, while Airtable will manage customer relationships, sales activities, forecasting, engineering requests, dashboards, and AI-assisted insights. Preferred Solution Preferred CRM Platform: Airtable Jetbuilt remains the quoting/project platform. Airtable becomes the central sales management platform. Functional Scope Jetbuilt Synchronization • Quotes • Projects • Quote values • Quote currency • Customer information • Salesperson Airtable CRM • Accounts • Contacts • Opportunities • Meetings • Activities • Sales Notes • Forecasts • Expected Close Date • Probability • Sales Stage Engineering Requests • Site surveys • Design requests • BOQs • Technical validation • Drawings • Assigned engineer • Priority • Due date • Status Executive Dashboard • Sales activity • Pipeline • Pipeline by currency • 30/90-day forecast • Engineering queue • Win rate • RAG status • Team KPIs AI • Opportunity summaries • Email drafting • Pipeline analysis • Recommendations • Natural language search Preferred Tech Stack • Airtable (required) • REST APIs • JSON • API Authentication • Webhooks • Airtable Interfaces • Airtable Automations • OpenAI API • JavaScript or TypeScript • Node.js or Python • Git / GitHub • Dashboard development Project Milestones & Fixed Budget Milestone Deliverable Payment (USD) 1 Solution design & Airtable architecture- $500 2 Jetbuilt → Airtable synchronization- $875 3 CRM modules & Engineering Requests- $1,125 4 Executive dashboards & reporting- $875 5 AI integration- $500 6 Testing, documentation & deployment- $375 TOTAL Fixed Price Project- $4,250 Proposal Requirements 1. Provide links to 2–3 Airtable CRM projects you have completed. 2. Provide links to API integration projects. 3. Describe your experience with Airtable Interfaces and Automations. 4. Describe your experience integrating AI into business workflows. 5. Explain how you would synchronize Jetbuilt with Airtable. 6. How would you prevent duplicate records? 7. How would you handle failed synchronizations and retries? 8. How would you structure Airtable for Accounts, Contacts, Opportunities, Meetings, Engineering Requests and Dashboards? 9. How would you support multi-currency reporting? 10. Estimated timeline to complete the project? 11. What assumptions have you made? 12. What improvements would you recommend? Proposal Screening Generic proposals that do not answer the questions above or provide relevant portfolio examples will not be considered.