WhatsApp CRM Automation Setup

@yaminisurender

My name is Yamini, an India-based Zoho Certified Consultant with 14+ years of extensive experience across the entire Zoho suite. I am passionate about Zoho solutions and have successfully executed numerous projects with efficiency and precision. Integration Expertise REST API integrations Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, and Zoho Sites Mailchimp, QuickBooks, Whatcetra Payment gateways: PayPal, Stripe, Converge SMS services: RingCentral, Twilio, SMS Magic Zoho Mail setup with Gmail & MS Office 365 Automation & Customization Workflow rules, autoresponders, and email template creation Task automation for follow-ups, alerts, and custom functions Automatic rules, reminders, and email/SMS notifications Dashboard creation and scheduled multi-format reports Webhook setup and calls Why Choose Me While others may underbid, I offer: Speed – I work extremely fast without compromising quality Expertise – Deep knowledge of Zoho products & Deluge scripting Clear Communication – Always responsive and transparent Commitment – On-time delivery with complete client satisfaction Support & Reliability I ensure: High-quality work, delivered on time Dedicated support during the project and post-production Quick resolution for any bugs or issues If given the chance, I will exceed expectations and deliver outstanding results. Best regards, Yamini Zoho Certified Consultant

@POOJABOHRA51997

Hi there,As a Python expert with a strong background in automation Pooja, I believe I'm the ideal fit for your WhatsApp CRM Automation Setup project. I’ve developed intricate workflows and integrated complex systems to streamline tasks for my clients. Using technologies like Selenium and Chrome Extension,I’ve successfully designed automated systems that are stable, secure, lightweight, and easy to maintain. This ensures that all your desired functions will work seamlessly within your current system architecture. I understand how important it is to promptly respond and nurture leads which is why I’m highly experienced in tasks such as Auto-reply, Broadcasting and Scheduling. This experience will play a key role in meeting your core objectives of responding to prospects instantly while logging every interaction within the CRM. Furthermore, I have a keen eye for delivering comprehensible guidelines for ongoing use and updates. For your project; I will not only provide you with a working automation layer (scripts, workflows or middleware) but will also available to take you through the source code both visually and theoretically showing how the flows work together. My aim is to ensure that you understand the system completely, making maintenance and any required adjustments as easy as possible. Choose me and get ready for a perfectly synchronized WhatsApp-CRM system! Regards, Pooja Bohra

@fbs2009

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula+ • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards I am confident that my skillset can be utilized for your project and provide the desired outcome. Please feel free to reach out if you have any questions or would like to discuss further Thanks!

@AdityaNandwana19

Hi, I can wire WhatsApp into your CRM with a lightweight automation layer: Auto-reply: webhook → verify sender → upsert contact in CRM → log message → send template reply. Broadcasts: segment lists from CRM → send via WhatsApp provider (Twilio/360dialog/WATI/Interakt) → write delivery/report data back to each record. Scheduling: drip sequences with a job queue and scheduler (e.g., BullMQ/Redis), configurable per campaign. Stack: Node.js (Express) + provider SDK, Redis for queues, PostgreSQL or your CRM API for state, Docker for deploy. Deliverables: running middleware (server or cloud function), template/list how-to, commented source, and a quick walkthrough video. Timeline: 1 week for auto-reply + CRM sync, 1 week for broadcasts + drip scheduling, 2–3 days for polish and docs. I’ve built WhatsApp flows, webhooks, queues, and CRM logging before. If you confirm your provider (Twilio/360dialog/WATI/Interakt) and CRM API endpoints, I can start.

@Grahamv3

I am a perfect fit for your project. With extensive experience in end-to-end software development, meticulous quality assurance, and innovative problem-solving, I can deliver the high-quality solution you're looking for. I have worked on similar projects off-site and can help you seamlessly integrate WhatsApp into your CRM system. My focus on reliability and scalability aligns perfectly with your requirements. Let's discuss how I can create a robust automation layer and ensure every incoming lead is managed flawlessly. Looking forward to working together to achieve your goals effectively and efficiently. Regards, Graham Valentyn

@faeezjacobs101

I’m confident I’m a great match for your project because I know the value of a website that is clean, professional, and easy to use. My approach is to design an experience that feels smooth and intuitive for your clients—fully integrated, automated, and built to function efficiently while maintaining a polished, modern look. Your need for a smooth design that works flawlessly aligns perfectly with my approach to building high-performing digital solutions. I specialize in web development, UI/UX design, and custom integrations that ensure your platform not only looks great but also works effortlessly behind the scenes. While I am new to Freelancer.com, I have tons of experience and have successfully completed numerous projects off-site — delivering on time, on budget, and beyond expectations. I would love to chat more about your project! Regards, Faeez Jacobs

@divanOos

⚠️I earn your trust through results, not promises⚠️ I think we are the perfect fit for your project. We understand the importance of seamless integration and automation in your CRM system. Our expertise lies in developing clean, professional, and user-friendly solutions tailored to your needs. My focus is on providing high-quality work, clear communication, and solutions that align with your business objectives. I am confident that once you see the value I bring, you’ll know you made the right choice. Let’s get started — your success is my priority. Regards, Divan

@pedroh410

Dear client, I’d love to wire WhatsApp into your in-house CRM so every enquiry is auto-handled, nurtured on schedule, and routed to the right queue—zero busywork. I’ll build a lightweight, secure automation layer (scripts/workflows or serverless functions) that captures each incoming message, creates/updates the CRM contact within one minute, and logs the full interaction trail. Using the official WhatsApp Business API via Twilio, 360dialog, Interakt, or WATI, I’ll configure instant personalised auto-replies and resilient delivery. Broadcasts will support segmented lists and write send/delivered/read metrics straight into your CRM dashboard (surfacing “open” where the provider supports it). I’ll implement drip scheduling for three-step sequences—reminders, follow-ups, promos—with timezone-aware timing, throttling, and retries. Hand-offs to your support system will be rule-based (keywords, tags, or status) to push conversations into the right queue automatically. You’ll get clear instructions for adding templates and broadcast lists, well-commented source code, and a concise video walkthrough of the flows. My stack will stay simple (PHP or Node.js webhooks, secure token storage, and idempotent retries) so it’s stable, maintainable, and easy to extend. Best regards

@gsinfotechopcp4

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