Build CRM Automation
8 hours ago

Job description
We are looking for a CRM Automation Specialist to build a centralized sales system using:(as CRM and workflow manager)
(as automation engine)
Messaging channels:
WhatsApp (API or gateway)
SMS (Twilio or similar)
Email (Gmail or Outlook)
Telegram (Bot API)
Viber (API or gateway)
Goal:
Turn into a one-screen sales command center where:
We can send messages via buttons (WhatsApp, SMS, Email, Telegram, Viber)
All inbound and outbound messages are logged automatically into Monday
Automation stops when a client replies
We have a daily follow-up queue (Next Action Date logic)
We no longer need to open multiple apps to follow up clients
Scope of Work:
Configure CRM board:
Columns:
Phase, PSQ Status, Automation Mode, Priority, Next Action Date, Last Contact Date, Last Channel
Buttons:
Send WhatsApp, Send SMS, Send Email, Send Telegram, Send Viber
Conversation History column (auto-appended)
Build scenarios:
Outbound:
Button click → send message → log to Monday → update fields
Inbound:
New message → find contact → log to Monday → pause automation → notify owner
Daily reminder:
Find due follow-ups → notify owners
PSQ missing reminder loop
Testing:
Every channel must send and receive correctly
Every message must be logged
No overwriting of history (append only)
Automation must pause on client reply
Deliverables:
Working Monday board
Working scenarios
Short Loom video explaining how to use it
Documentation or screenshots of scenarios
Requirements:
Strong experience with (boards, automations, API)
Strong experience with (webhooks, routers, filters)
Experience with at least one messaging API (WhatsApp, Twilio, etc.)
Understanding of CRM workflows and follow-up logic
Ability to test and debug automations
Timeline:
MVP:
3–4 days
Full system: 5–8 days
Budget:
MVP:
€300–500
Full system:
€800–1,500
To apply, please include:
Examples of similar automation/CRM projects
Which APIs you have already worked with (WhatsApp, Twilio, etc.)
Your proposed approach for this project
Contract duration of 1 to 3 months.
Mandatory skills:
Automation, API, Zapier, PHP, Customer Relationship Management, API Integration
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