WhatsApp Chatbot with CRM/Email Integration + Dashboard
Budget: $750 – $1,500 USD
Project Objective
I need to create a WhatsApp chatbot that:
1. Asks clients a series of predefined questions (name, number of courts, type of court, city, and when they want to start).
2. Collects all responses into a single structured format.
3. Sends this information to:
• A CRM (e.g., Upnify, Hubspot, Zoho, etc.), or
• A designated email address.
4. Allows a human agent to take over at any moment via a central dashboard and continue the live conversation.
Key Features
1. Bot Conversation Flow
• Human-like greeting message.
• Step-by-step questions:
• Full name
• WhatsApp / Email
• Number of courts
• Type of court (Classic, Semi-Panoramic, Panoramic, Singles)
• Installation city
• Estimated time to start
• Ability to add open-ended questions (e.g., available space, budget).
2. Data Collection & Delivery
• At the end, the bot must compile all answers into one summary.
• This summary must be sent automatically to:
• The CRM (via API or native integration).
• As a backup, to a designated email address.
3. Team Dashboard
• Web panel where:
• All active conversations can be viewed.
• A human agent can take over the chat at any time.
• All conversations are stored for tracking and analysis.
4. Optional Extras
• Automatic reminders (e.g., “Thanks for your interest, we’ll contact you soon”).
• Integration with Google Sheets as backup.
• Basic metrics (number of leads, conversions, peak traffic hours, etc.).
Possible Tech Stack or Platforms
• Twilio + Dialogflow / Botpress / Manychat (WhatsApp version) → Flexible, API-ready for CRM.
• 360dialog + Make/Zapier → Faster integration with CRM and emails.
• WATI or Zoko → WhatsApp-specific platforms with built-in dashboards.
• Landbot (WhatsApp flow builder) → Ideal for easy flow editing without coding.
...Project: WhatsApp Chatbot with CRM/Email Integration + Dashboard
I’m looking for a developer to build a WhatsApp chatbot for my business. The bot should:
• Ask predefined questions (name, email/WhatsApp, number of courts, type of court, city, estimated start date).
• Collect all answers into one structured summary.
• Send the summary automatically to my CRM (Upnify/Hubspot/Zoho) or to a designated email.
• Allow a human agent to take over anytime through a dashboard where all conversations are visible and stored.
WhatsApp Chatbot with CRM/Email Integration + Dashboard
I’m looking for a developer to build a WhatsApp chatbot for my business. The bot should:
• Ask predefined questions (name, email/WhatsApp, number of courts, type of court, city, estimated start date).
• Collect all answers into one structured summary.
• Send the summary automatically to my CRM (Upnify/Hubspot/Zoho) or to a designated email.
• Allow a human agent to take over anytime through a dashboard where all conversations are visible and stored.
Bonus features (optional): Google Sheets integration, automated reminders, and basic metrics (leads, conversions, traffic hours).
Looking for someone with experience in WhatsApp Business API, Twilio, Dialogflow, WATI, Zoko, or similar platforms, and proven projects with CRM/email integrations.
I need to create a WhatsApp chatbot that:
1. Asks clients a series of predefined questions (name, number of courts, type of court, city, and when they want to start).
2. Collects all responses into a single structured format.
3. Sends this information to:
• A CRM (e.g., Upnify, Hubspot, Zoho, etc.), or
• A designated email address.
4. Allows a human agent to take over at any moment via a central dashboard and continue the live conversation.
Key Features
1. Bot Conversation Flow
• Human-like greeting message.
• Step-by-step questions:
• Full name
• WhatsApp / Email
• Number of courts
• Type of court (Classic, Semi-Panoramic, Panoramic, Singles)
• Installation city
• Estimated time to start
• Ability to add open-ended questions (e.g., available space, budget).
2. Data Collection & Delivery
• At the end, the bot must compile all answers into one summary.
• This summary must be sent automatically to:
• The CRM (via API or native integration).
• As a backup, to a designated email address.
3. Team Dashboard
• Web panel where:
• All active conversations can be viewed.
• A human agent can take over the chat at any time.
• All conversations are stored for tracking and analysis.
4. Optional Extras
• Automatic reminders (e.g., “Thanks for your interest, we’ll contact you soon”).
• Integration with Google Sheets as backup.
• Basic metrics (number of leads, conversions, peak traffic hours, etc.).
Possible Tech Stack or Platforms
• Twilio + Dialogflow / Botpress / Manychat (WhatsApp version) → Flexible, API-ready for CRM.
• 360dialog + Make/Zapier → Faster integration with CRM and emails.
• WATI or Zoko → WhatsApp-specific platforms with built-in dashboards.
• Landbot (WhatsApp flow builder) → Ideal for easy flow editing without coding.
...Project: WhatsApp Chatbot with CRM/Email Integration + Dashboard
I’m looking for a developer to build a WhatsApp chatbot for my business. The bot should:
• Ask predefined questions (name, email/WhatsApp, number of courts, type of court, city, estimated start date).
• Collect all answers into one structured summary.
• Send the summary automatically to my CRM (Upnify/Hubspot/Zoho) or to a designated email.
• Allow a human agent to take over anytime through a dashboard where all conversations are visible and stored.
WhatsApp Chatbot with CRM/Email Integration + Dashboard
I’m looking for a developer to build a WhatsApp chatbot for my business. The bot should:
• Ask predefined questions (name, email/WhatsApp, number of courts, type of court, city, estimated start date).
• Collect all answers into one structured summary.
• Send the summary automatically to my CRM (Upnify/Hubspot/Zoho) or to a designated email.
• Allow a human agent to take over anytime through a dashboard where all conversations are visible and stored.
Bonus features (optional): Google Sheets integration, automated reminders, and basic metrics (leads, conversions, traffic hours).
Looking for someone with experience in WhatsApp Business API, Twilio, Dialogflow, WATI, Zoko, or similar platforms, and proven projects with CRM/email integrations.