Custom Real Estate Workflow Automation for Acquisitions Teams

Analysts need one guided screen for California deals instead of working through a large, slow Google Sheet.

"An analyst selects a California deal type, and the form reveals only the screening questions tied to that path."

The current Google Sheets screen grew too large and slow to maintain as the workflow and criteria expanded.

"California criteria are stored in a clear structure so a later state screen can be added without rebuilding the whole base."

The acquisitions team needs a clear path from initial screen through closing without managing one oversized sheet.

"A screened deal appears in the pipeline and can be viewed at screen, assess, underwrite, committee, LOI, or closing."

Broker, contact, and source details need to stay connected to each deal instead of being repeated across rows.

"One broker record can link to every submitted opportunity from that contact without copying the same details into each deal."

The team needs Zoho to remain the system of record without re-entering each screened deal after Airtable intake.

"After screening, the deal's mapped fields create a Zoho Lead while later pipeline work stays in Zoho."

The buyer has a clear workflow but wants guidance on the cleanest structure and the right integration approach.

"We compare a direct Zoho API handoff with Make or Zapier before choosing how screened deals should leave Airtable."