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Job Title: WhatsApp Business API & CRM Automation Specialist Project Overview We are seeking an experienced WhatsApp Business Specialist to set up, integrate, and automate our customer communication channels. The primary goal is to build reliable automated flows for lead generation and customer support while seamlessly connecting WhatsApp to our CRM system. Key Responsibilities Set up and configure WhatsApp Business API / Business Cloud platforms (e.g., ManyChat, Wati, Twilio, or similar tools). Build automated chat flows for capturing leads, qualifying prospects, and handing off queries to live agents. Design efficient customer service routing and auto-responders to streamline support workflows. Integrate WhatsApp directly with our CRM to ensure real-time contact syncing, conversation logging, and automated lead tagging/status updates. Set up broadcast messaging and follow-up sequences in compliance with Meta policies. Required Skills & Qualifications Proven experience with WhatsApp Business API setup and automation tools. Hands-on experience integrating WhatsApp with popular CRMs, specifically FluentCRM, as well as platforms like HubSpot, Salesforce, or ActiveCampaign. Strong expertise in automated CRM tag management, segmenting leads, and updating contact custom fields based on chat interactions. Strong understanding of chatbot flow design and logic mapping. Background in digital marketing, copywriting, or sales funnel optimization is highly preferred. Excellent communication, strong organization, punctuality, and a track record of meeting deadlines reliably. To Apply Please submit a brief summary of your relevant experience, 1–2 examples or case studies of WhatsApp flows and CRM tagging workflows you have built, and the tools/CRMs you specialize in.
Project ID: 40720387
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35 freelancers are bidding on average ₹628 INR/hour for this job

Hi there, I am a seasoned WhatsApp Business & CRM Automation Specialist with a strong background in PHP, Sales, CRM, and Chatbot Development. With over a decade of experience, I have successfully set up and integrated WhatsApp Business API with various CRMs, including FluentCRM, HubSpot, and Salesforce, to automate lead generation and customer support processes. In my portfolio, you will find examples of automated chat flows for lead capture, customer service routing, and CRM integration similar to what you are looking for. I excel in designing efficient customer service workflows and ensuring real-time contact syncing between WhatsApp and CRMs. I am confident in my ability to streamline your customer communication channels and automate lead generation effectively. Let's discuss how I can help you achieve your goals. Looking forward to hearing from you soon. Best regards,
₹575 INR in 40 days
6.1
6.1

As an all-encompassing digital solution provider with a concentrated specialty in automation and CRM, my skill set is uniquely suited to your project's requirements. Over the years, I have employed my expertise to connect various platforms and build scalable systems that enhance customer experiences. A standout attribute of my previous work is my ability to map logic flows clearly and build automated processes that have tangible results. Without a doubt, my knowledge of the intricate workings of WhatsApp Business API combined with proficient usage of tools like FluentCRM and HubSpot will serve as an instrumental asset in integrating WhatsApp into your current CRM architecture effectively. Furthermore, I have hands-on experience with key automation platforms like ManyChat, Wati, and Twilio, which I believe will lend dexterity to your automated lead generation and customer support channels as stipulated. Lastly, hiring me means partnering with someone who doesn't just write code for the sake of it but understands your business goals and leverages it to create solutions that are secure, scalable and aligned with your overarching objectives. I pride myself on delivering on-time, a trait reflected in my high client retention and repeat hires. This goes hand-in-hand with my efficiency in communication; a solid attribute for successful project execution. Let's discuss how we can optimize your customer communication channel together!
₹700 INR in 40 days
6.4
6.4

I set up WhatsApp Business automations on the Cloud API and tools like Wati/Twilio, wired into CRMs. I'd build the lead-capture and qualification flows with clean agent handoff, auto-responders and smart routing, and sync every conversation and lead into your CRM in real time. One thing I always add on inbound webhooks is an idempotency key so retries never duplicate a lead. Documented so your team can edit flows. Which CRM are you on, and Cloud API or a provider like Wati?
₹542 INR in 40 days
4.3
4.3

Hi - I run WhatsApp Business API automation in production right now, not as a side skill. Message handling, voice and media, conversation state in MySQL, and the bot-to-bot loop cases that only appear once real users are on it. Three things that decide whether this works: Template approval and the 24-hour window. Outside it you can only send approved templates, and a rejected template stalls your whole follow-up sequence. I write templates to pass first time and keep re-engagement inside policy, because getting your number quality rating downgraded is very hard to undo. The handoff to a live agent. Most flows fail here: the bot keeps replying while a human is already typing. I build an explicit handoff state that mutes automation for that conversation, passes the full transcript into the CRM, and resumes only when the agent closes it. CRM sync must be idempotent. Webhooks get redelivered, so contacts are matched on a stable key and updates are upserts. Otherwise you get duplicate leads and wrong status on every retry. I can work with Wati, Twilio or direct Cloud API - direct is cheaper at volume, the others are faster to launch. Which CRM are you on, and is the number already registered on the API or starting from scratch? - Aakaash
₹400 INR in 40 days
3.3
3.3

Hi, Abror here, from Uzbekistan. I'm a full stack developer with 8+ years of experience working with PHP, API integration, automation, and CRM systems. You need WhatsApp Business automation connected to your CRM for lead capture, qualification, agent handoff, support routing, tagging, follow-ups, and synchronized contact/conversation data. The main challenge is keeping WhatsApp conversations, CRM records, tags, custom fields, and automated routing synchronized without creating duplicate or incorrectly classified leads. 1. Map the lead and support flows, then configure the WhatsApp Business API platform and required automation triggers. 2. Connect the CRM through APIs/webhooks and synchronize contacts, conversations, tags, statuses, and custom fields. 3. Test routing, follow-ups, broadcasts, error handling, and Meta-policy requirements across the main conversation paths. My API and backend experience fits the integration, automation logic, webhook handling, and CRM synchronization required here. A few questions to better understand the scope: Q1 - Is FluentCRM already configured? This affects the integration and webhook setup. Q2 - Should WhatsApp remain the main workflow layer? I recommend it for simpler agent handoff and tracking. Q3 - Which lead sources besides WhatsApp should enter the CRM? This helps design the tagging structure. Happy to go over the details here in chat and suggest the best approach. Looking forward to hearing from you.
₹575 INR in 40 days
3.1
3.1

Hi, I can set up a production-ready WhatsApp Business + CRM automation that captures leads, qualifies prospects, and keeps your CRM synchronized in real time. With 10+ years of experience in API integrations, n8n, Ruby on Rails, Node.js, Meta Cloud API, and CRM workflows, I build reliable automations with proper error handling and scalable architecture. Relevant experience: * Built WhatsApp lead flows with automated replies, follow-ups, and webhook-based CRM updates. * Integrated CRM tagging, custom fields, and conversation logging with platforms including HubSpot, Salesforce, and custom CRMs. I specialize in Meta Cloud API, ManyChat, Twilio, Wati, FluentCRM, HubSpot, Salesforce, n8n, and webhook/API integrations. I'll deliver documented flows, compliant broadcast automation, live-agent routing, and an easy-to-maintain system ready for real-world use.
₹400 INR in 40 days
2.8
2.8

Hello, I’m a Senior Full Stack Developer with 8+ years of experience in PHP, Laravel, WordPress, REST APIs, CRM-style systems, and third-party API integrations. Your WhatsApp Business & CRM automation project is a good fit for my technical background. I can help with: WhatsApp Business API / Cloud API integration Automated chatbot and lead qualification flows CRM contact creation and updates Lead tagging, status management and custom fields Webhook/API-based real-time synchronization Automated follow-ups and customer routing Live-agent handoff workflows WordPress/Laravel-based custom integrations API debugging, testing and deployment I have strong experience working with REST APIs, authentication, webhooks, database-driven workflows, WordPress and Laravel applications, including payment and third-party API integrations. For your project, I would first map the WhatsApp conversation flow and CRM fields, then connect the required events through APIs/webhooks and test the complete journey from WhatsApp message → lead qualification → CRM update → agent handoff. I’m available to start immediately and can work hourly as required. Regards, Himanshu
₹575 INR in 40 days
2.3
2.3

I can set up and automate your WhatsApp Business API/Cloud API and connect it with your CRM to build reliable lead-generation and customer-support workflows. I can handle: WhatsApp Business Cloud API setup and webhook configuration Lead capture, qualification, tagging, and live-agent handoff Automated customer-support flows and auto-responders CRM contact syncing and conversation/status updates Tags, segments, custom fields, and pipeline automation Follow-up sequences and compliant broadcast workflows API/webhook integrations with CRM platforms Testing, error handling, documentation, and handover I have hands-on experience with WhatsApp Business API, n8n, CRM automation, APIs, webhooks, lead funnels, Google Sheets, Salesforce-style workflows, and automated follow-ups. I have also built WhatsApp flows where customer responses update lead information and trigger the next workflow automatically. I have done this type of work before. If we start talking, I can show you relevant examples/screenshots of my previous/current WhatsApp and CRM automation projects and explain the flow and tagging logic.
₹575 INR in 40 days
0.0
0.0

Hi, Your WhatsApp Business API setup needs a reliable pipeline between Meta Cloud infrastructure, your automation builder, and FluentCRM without dropping lead status updates or breaking webhook payloads. At SangTech Global, I will configure the WhatsApp Business Cloud API through your preferred tool, build clean lead qualification and support routing flows, and establish secure webhook endpoints for real-time contact syncing and automated tagging in FluentCRM. I can deliver this integration in 2 business days. Which specific CRM custom fields or contact properties need to be mapped during the initial webhook payload sync? Best regards, Tumisang
₹400 INR in 4 days
0.0
0.0

Hi, I can help build the complete WhatsApp Business API + CRM automation system with a focus on reliable lead capture, qualification, support routing, and real-time CRM synchronization. I have around 5 years of development experience with Python, REST APIs, automation, webhooks, CRM integrations, WhatsApp APIs, and AI-driven workflows. I can design modular WhatsApp flows for lead qualification, FAQs, customer support, live-agent handoff, follow-ups, tagging, and segmentation. I can integrate WhatsApp with your CRM so conversations and lead data are synchronized, including contact creation, custom fields, tags, lead status updates, and interaction-based automation. I can work with webhook/API-based integrations and tools such as Wati, Twilio, ManyChat, or WhatsApp Cloud API depending on your existing setup. I’ve also worked on WhatsApp automation and AI chatbot workflows, including webhook-based message processing and API integrations, so I understand the importance of reliable retries, error handling, logging, and maintaining conversation state. I can start by reviewing your current WhatsApp/CRM setup and then build the flows around your actual sales and support process. Available to start immediately. Best regards, Vishal
₹400 INR in 40 days
0.0
0.0

Hi, I’m a Full-Stack Developer working on web applications, API integrations and business automation, and I can help with the WhatsApp + CRM workflow described in your project. My relevant experience includes: • WhatsApp automation and chatbot workflow development • REST API and Webhook integrations • CRM integration and automated lead management • Lead capture, qualification and routing workflows • Custom automation logic and backend integrations • PHP, Node.js and API-based development • HubSpot and third-party service integrations For your project, I can help connect the WhatsApp workflow with your CRM, automate lead tagging/status updates, build qualification flows, configure follow-ups and create a smooth handoff from bot to live agents. I’d first review your current WhatsApp/API and CRM setup, understand the existing workflow, and then implement the required automation without unnecessarily changing your current system. I’m also available for ongoing development and automation work.
₹575 INR in 14 days
0.0
0.0

As a highly experienced Full Stack Developer with a strong focus on applications tailored to businesses' unique needs, I am confident in my ability to be the WhatsApp Business & CRM Automation Expert you're seeking. What sets me apart from others is not just my proficiency in PHP and other relevant technical skills, but also my deep understanding of the goals behind effective automation and communication tools. In conclusion, my passion for delivering secured, user-friendly solutions that enhance efficiency correlates perfectly with your vision of streamlined lead generation and customer support. Expect clean code, efficient problem-solving skills, timely delivery with attention to detail, long-term technical support, all offered with 100% commitment aimed at ensuring your utmost satisfaction. Underpinning my sales pitch is an unwavering belief in building exceptional projects through meaningful collaboration—a value that aligns perfectly with what you need right now. Let's start turning potentials into consummate realities today!
₹500 INR in 20 days
0.0
0.0

Hi, I have hands-on experience working with WhatsApp Business API and CPaaS platforms, including building WhatsApp communication workflows, campaign systems, automation, API integrations, and customer communication flows. I have worked on WhatsApp flows covering lead capture, automated responses, campaign management, routing, customer interactions, and API/webhook-based integrations. I also have experience designing CRM-style workflows involving contact segmentation, tagging, status updates, and automation logic. My core experience includesWhatsApp Business API, CPaaS, Node.js APIs, webhooks, automation, campaign workflows, and CRM integrations. I can understand your existing setup, map the required customer journey, and implement the WhatsApp → CRM workflow reliably. I’d be happy to discuss your current CRM and WhatsApp setup and share relevant examples of my work.
₹422 INR in 40 days
0.0
0.0

Hi — WhatsApp Business API + CRM automation is what I build. Straight about scope so we don't waste each other's time. What I'd set up: 1. WhatsApp Business Cloud API (Meta): verified business, number, approved templates. This is the compliant path — unofficial gateways get numbers banned, I don't use them. 2. Chat flows: capture → qualify → route. Qualification asks the questions you need, scores the answers, and hands over to a live agent when the customer asks for one or the answer is uncertain. 3. CRM sync in real time: every conversation creates or updates the contact, writes lead stage into a custom field, and applies tags based on what was actually said — not on manual entry. 4. Broadcasts and follow-ups inside Meta policy: opt-in tracked, 24-hour window respected, template-only outside it. 5. Conversation logging, so you can open any thread and see what the bot decided and why. One thing I want to check before promising the CRM side: you mention FluentCRM (WordPress). I connect CRMs through their API and webhooks — if FluentCRM's REST API exposes contact and tag writes, the sync is straightforward. If it does not, I will tell you before you pay, not after. How I work: async, in writing, in stages, first milestone small and paid, and you test each step. Two questions: 1. Where is the WhatsApp number today — already on Cloud API, or from zero? 2. Is FluentCRM the target CRM, or one option?
₹750 INR in 40 days
0.0
0.0

Your brief combines two areas that must work together: WhatsApp Business Cloud flows for lead qualification and real-time FluentCRM syncing with tags, custom fields, conversation logs, and live-agent handoff. I would first map the lead states and message rules, then implement a clean, testable integration rather than a brittle collection of autoresponders. My first milestone is a focused 3–7 day delivery: configure the WhatsApp provider (Wati, Twilio, or your chosen Cloud setup), build one lead-capture/qualification flow, connect it to FluentCRM, and add the essential routing and status tags. Done = a test contact can enter through WhatsApp, be qualified, receive the correct response, sync to CRM with its conversation context, and hand off to an agent with an auditable status. Tvita combines modern UI with solid engineering and uses AI where it pays; we can keep deterministic CRM rules where reliability matters and add AI only where it improves intent handling. I can also provide a concise AI automation opportunity map for future flows. I work in IST with clear written updates and can coordinate with your team across time zones. I bring PHP, REST/API integration, webhook, chatbot, and CRM automation experience. Would you prefer a 10-minute call or a 2-slide plan first? Regards, Veronika / Tvita Inc (@tvitainc)
₹573 INR in 40 days
0.0
0.0

Most WhatsApp setups fail at the same point: the chat works, but the CRM never gets the data. I build it the other way round, CRM first, so every conversation updates tags, custom fields and lead status automatically. What I would set up for you: 1. WhatsApp Business API on Cloud API / Twilio / Wati, templates approved under Meta policy 2. Automated flows that capture the lead, ask your qualifying questions and hand over to a live agent the moment someone needs a human 3. Two-way CRM sync (FluentCRM, HubSpot or similar): contact created, conversation logged, tags and custom fields updated from the answers, status moved automatically 4. Routing rules for support versus sales, auto-responders for out of hours, and broadcast plus follow-up sequences that stay inside the 24 hour window rules Background: I built DoctorPulse, a WhatsApp AI receptionist for clinics using n8n and the WhatsApp API (booking, FAQs, reminders), and I do Meta ads plus GoHighLevel automation for a US agency, so I understand the marketing side of the flows, not just the technical wiring. My offer: I will build one complete flow first, including the CRM sync, and show you a recorded test conversation updating a real contact record. You only continue if it works exactly as described. After that I can move at your pace, hourly or per flow. Question: which CRM are you on right now, FluentCRM or something else, and roughly how many conversations a month?
₹550 INR in 40 days
0.0
0.0

I have experience with lead management, CRM integration, chatbot flows, WhatsApp Business API automation, and automated follow-ups. I’ve previously worked on a CRM-integrated WhatsApp chatbot for small clothing businesses in Noida. It was used to handle customer inquiries, collect and qualify leads, send automated responses, and organize leads in the CRM for follow-ups. For your project, I can set up the WhatsApp Cloud API, build the lead capture and qualification flows, integrate FluentCRM, and configure tags, custom fields, lead statuses, and segmentation based on customer interactions. I can also set up live-agent handoffs, customer-support routing, automated follow-ups, and compliant broadcast workflows. The overall flow would be: **WhatsApp → Lead Qualification → CRM → Tags/Status → Follow-up → Agent Handoff** My main tools are **WhatsApp Cloud API and FluentCRM**.
₹420 INR in 40 days
0.0
0.0

Hi - I build WhatsApp Cloud API automations as my main work: WhatsApp Cloud API with n8n and OpenAI. That covers your core list directly - lead capture flows, auto-qualification, routing, and live-agent handoff. On the CRM side I integrate over REST APIs and webhooks: contact sync, conversation logging, and tag/status updates driven by chat interactions. FluentCRM exposes a clean REST API, so wiring it to WhatsApp is straightforward. I would start with a small first milestone: Cloud API setup plus one lead-capture flow working end to end, so you can watch it run before we build broadcasts and full routing. Broadcasts will stay inside Meta's template and opt-in rules. Happy to jump on a short call to map your current stack. - Hassan
₹700 INR in 15 days
0.0
0.0

Hi, Two quick questions: 1. Is FluentCRM your primary CRM, or do you also need the WhatsApp workflow connected with HubSpot/Salesforce/another CRM? 2. Do you already have the lead qualification and routing rules, or should I help design the chatbot logic as well? From your description, you need a complete WhatsApp → AI/chatbot → CRM automation system, not simply a WhatsApp autoresponder. The workflow I understand is: WhatsApp inquiry → capture lead → qualify prospect → update CRM/contact fields → apply tags/status → log conversation → route complex queries to a live agent → trigger appropriate follow-ups I have hands-on experience building AI automation workflows involving n8n, webhooks, APIs, structured AI outputs, lead qualification, customer-support automation and CRM-style data handling. My existing Freelancer portfolio includes: • AI Lead Qualification & Automation • AI Customer Support Automation • AI Marketing Reporting Automation Please take a look at those projects — especially the Lead Qualification and Customer Support workflows. They demonstrate the automation logic I would apply to your WhatsApp/CRM system. For this project, I would focus particularly on reliable routing, CRM field/tag management, human handoff and preventing duplicate or inconsistent lead data. I can start by mapping your current WhatsApp → CRM process and then build the automation around your actual lead and support workflow. Best regards, Sadia
₹500 INR in 20 days
0.0
0.0

Hello, I’m interested in supporting your WhatsApp Business API and CRM automation project. My background in client relationship management, customer support, data integrity, and operational workflows aligns well with your requirements. As a Client Relationship Officer at Advans Lafayette Microfinance Bank, I managed a large client portfolio, handled customer inquiries and complaints, supported client onboarding, conducted outreach, and collaborated with risk, compliance, credit, and operations teams. I also maintained accurate client information and worked toward high service-quality standards. I can contribute to your project through: Customer journey and workflow mapping Lead qualification and follow-up processes Customer support routing and escalation workflows CRM data organization and status management Lead tagging and accurate record updates Testing and documenting automated workflows Clear customer communication and support processes I also have experience with data verification, database management, reporting, Microsoft Office, and virtual collaboration tools. Although my professional experience is primarily in client operations and customer relationship management rather than direct WhatsApp API implementation, I learn new platforms quickly and can adapt to your existing WhatsApp and CRM tools. I would welcome the opportunity to discuss your current setup and the workflows you want to automate. Best regards, Abdulganiy Bolaji Salaudeen
₹575 INR in 40 days
0.0
0.0

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