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Automation & integrations · CRM & ERP · Marketing & growth

WhatsApp & CRM business integration

Live workflows connecting Meta lead forms, WhatsApp Cloud API, webhooks and ERPNext CRM — leads arrive, get contacted and are tracked on one record.

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01

The problem

Leads from Meta ad forms sat in a separate dashboard. Follow-up depended on someone copying details into the CRM and messaging each person manually, so response times varied and leads slipped.

02

The solution

Webhooks receive each new lead as it is submitted, create or update it in ERPNext CRM and send an approved WhatsApp template. Replies are linked back to the same CRM record.

03

How it was built

  1. 01Map sources and fieldsWhich form field lands where in the CRM.
  2. 02Connect the APIsWebhooks, WhatsApp Cloud API and approved templates.
  3. 03Prevent duplicatesCreate-or-update logic keyed on phone and email.
  4. 04Run and monitorLogging and alerts so failures are seen, not silent.

04

Outcome

  • New leads reach the CRM without manual copying
  • First contact goes out on WhatsApp automatically, using approved templates
  • Source, campaign and conversation visible on one record

Interactive demonstration

Sample data — not a live system or real records.

Step01 / 06Sample data

Lead submitted

A prospect fills a Meta instant form.

form
campaign · october
fields
name · phone · city
city
Al Khobar

System map

Sample data

Lead sourcesIntegrationBusiness systems
Webhook handlervalidate · upsert · notify
ERPNext leadlead.upsert
WhatsApp templatetemplate.sent
Sales alertnotify.owner
Demonstration of the live flow — sample labels

ERP & contact data synchronization

Contact synchronization and workflow integrations that brought scattered contact data into the ERP with consistent fields and careful duplicate handling.

ERP APIData normalisationMatching rulesView case study

Automated lead generation & content workflows

Repeatable workflows for prospect discovery, data verification, AI-assisted image generation and caption writing — reviewed before anything is published or sent.

Data enrichmentVerification checksAI image generationView case study

Fleet tracking & ERP integration

A self-hosted GPS tracking architecture that keeps location data on infrastructure you control and links trips to vehicles and jobs in the ERP.

GPS trackersSelf-hosted tracking serverERP APIView case study

Facing a similar problem?

We will adapt this approach to your systems, team and budget, and reply with a clear scope.

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