Automation setup: Form on the website → WhatsApp bot → CRM (Make + WATI)

Budget: 25000 USD Deadline: 12 days

Look, there's a nuance here - it's better to create such a connection not as a set of disparate scenarios, but as a neat lead qualification system; otherwise, in a month, managers will start fixing what should work on its own =)

Regarding timelines - the target is 10-12 working days. For the budget - 45,000 UAH for the working cycle email - WhatsApp - CRM - notification - instruction. If the fields and statuses are already prepared in the CRM, we can stick closer to the lower end of the timeline.

How I would implement it:
> checked the email template from the site and parsed the name, phone number, and basic data
> assembled the scenario in Make with error and duplicate handling
> connected WATI or a similar analog via WhatsApp Business API
> set up a chain of questions in Hebrew - it's better to provide the texts to you or a native speaker, and we will carefully integrate them into the logic
> linked the lead with HubSpot, Pipedrive, or Monday.com - I would choose after a brief comparison based on your sales processes
> added a notification for the manager and a test run of the entire path from application to Qualified status

Similar cases from Ingello:
> https://business.ingello.com/svitbus - close in terms of transportation domain and application processing
> https://business.ingello.com/forma-crm - similar in CRM, statuses, roles, and operational logic
> https://business.ingello.com/vorfahr - an example of automation with AI and complex interaction logic

Main landing page for FLH - https://systems-fl.ingello.com

I will clarify 2 things; without them, the estimate will be a bit variable:
> which CRM is currently closer - HubSpot, Pipedrive, or Monday.com
> is the email from the form always of one template, or does the site send different application variants

!!Important point!! - for WhatsApp Business API, there may be restrictions on the templates for outgoing messages and the response time from the client. It's better to consider this before assembly, so it doesn't turn out that the automation is technically ready, but the messages do not pass moderation. Expand

Budget: 1500 USD Deadline: 7 days

Good day, Grisha!

I have reviewed the proposals from other specialists for your project and would like to offer a solution so that you can communicate not only with GPT chats.

To optimize the automation solution, I need to clarify:

- What is the deadline for the project that is important to you? A quick MVP launch or a more detailed development?
- Do you have a ready structure for integration with CRM, or does it need to be developed from scratch?
- Do you prefer a specific CRM system or are you open to recommendations?
- Do you need help in creating content for the WhatsApp bot, or do you have templates?

These details will help me propose the most suitable solution. The cost and timeline for setting up automation depend on:

1. The complexity of integration with CRM.
2. The availability of message templates for the WhatsApp bot.
3. The choice of platform for automation.
4. The need for testing and debugging.
5. Your preferences regarding the launch timeline.

It will be important to agree on the final vision of automation, reflected in the technical assignment. I prefer to form this vision based on competitor analysis and your wishes, to create an effective system that aligns with your business goals.

Let’s discuss the project and understand how well we fit together. We can document the details in correspondence or at a meeting. If you have any additional questions or requests, I would be happy to discuss them for the successful implementation of your project.

I understand how important effective automation of the application processing process is for you. My experience with Make and integrating WhatsApp Business API will allow me to offer the optimal solution for your transportation company. I am confident that I can help you achieve your business goals. Expand

Budget: 500 USD Deadline: 10 days

Hello,
My name is Oleg. I can set up your automation turnkey: parsing requests from emails, starting a dialogue in WhatsApp, qualifying questions, recording answers, and creating/updating leads in CRM + notifying the manager.

How I will implement it (briefly in steps)
1) Make: trigger "incoming email" (Gmail/Outlook) - parsing name/phone/UTM (if available) - normalizing phone - sending the first message in WhatsApp via WATI.
2) WATI bot (Hebrew): script with 6 questions + branching (apartment/office/items), validations (date/cities), and saving answers.
3) Make - CRM: at the final step, the bot/webhook sends the data - Make creates/updates the lead, fills in the fields, sets the status to "Qualified", and sends a notification to the manager.
4) Test: run 5-10 scenarios + error handling (no response, incorrect number, duplicate lead).
5) Instructions: I provide the scheme + access/settings + what to change in questions/texts.

Please clarify 2 points (to accurately assess the time/cost)
1) Which email: Gmail or Outlook, and does the email from the form come in the same template (HTML/text)?
2) Which CRM will it be exactly: HubSpot / Monday / Pipedrive (and what fields are needed in the lead)?
If this is a standard integration without "exotic" features, I usually complete it in 5-10 days (depending on the CRM and the quality of the email template).

Send me the email template (as text) and let me know which CRM you choose - and I will respond with a specific assessment of the timeline and fixed cost. Expand

Budget: 500 USD Deadline: 10 days

Hello!

My name is Evgeny, and I have been professionally developing mobile applications, websites, web services, and web applications for 7 years.

*The cost I indicated is for 1 hour of work. To provide a more detailed price, I would like to connect/call and discuss the details.

- You can review my portfolio, feedback, and awards in my profile.

Why should you choose me?
- I have taken 1st and 2nd places in international championships and competitions in the IT field.
- I have verified video testimonials and letters of appreciation.
- I am always available, honest, and reasonable.
- I work under a contract.
- I lead my own development team.

I would be happy to talk to you in more detail about the project. Expand

Budget: 200 USD Deadline: 1 day

Hello!

We can set up application automation for you with a WhatsApp bot and integration with CRM.

Can we discuss the content of the attachment right here?

—
About us

We are dZENcode – a full-cycle IT development company: from design and programming to integrations and post-release support of digital solutions. We create projects from scratch, as well as connect to existing solutions that need refinement, development, or technical support.

You can find detailed information about our services and rates on our official website: Freelancehunt

Take a look – after that we can discuss the details and agree on the next step.

⚠️ After clarifying all the details, we will determine the scope of work, the suitable format of cooperation: task-based, outsourcing, or outstaffing – and the final cost.

With us, projects are guaranteed to reach release:
• 10+ years providing IT services;
• 90+ in-house specialists;
• 250+ public reviews since 2015;
• We support products under SLA after launch;
• We work under NDA and contract with the company! Expand

Budget: 450 USD Deadline: 7 days

▎ Hello, Grigory! The task is completely clear: form → email → WhatsApp qualification in Hebrew → lead in CRM with status "Qualified" + notification to the manager.
▎
▎ Immediately addressing the weak points, so that your leads do not "leak" (most such connections stumble on them):
▎ — parsing the email breaks when changing the form template → I will create a buffer for different formats + phone normalization;
▎ — WhatsApp requires an approved template for the first message → I will take this into account;
▎ — duplicates and repeated client responses → deduplication, so the manager does not catch leads manually.
▎
▎ How I will implement it:
▎ 1. Make: trigger on incoming email (Gmail/Outlook) → parsing name + phone → sending the first message via WATI.
▎ 2. WATI bot: a chain of 6 qualification questions in Hebrew with branching (apartment/office/items → different clarifications). Upon completion — webhook back to Make.
▎ 3. CRM (HubSpot/Monday/Pipedrive): creating/updating a lead, filling in fields, status "Qualified", notifying the manager.
▎ 4. End-to-end testing of the entire cycle + documentation, so you can maintain it yourself.
▎
▎ Strong improvement (I suggest): instead of rigid rules — qualification using AI. The bot understands free client responses (not just buttons), checks the completeness of the data itself, and provides the manager with a brief summary of the lead + recommended next step. Fewer drop-offs halfway.
▎
▎ Cost-saving option: I can assemble the same scheme on n8n (open-source alternative to Make) on your server — without monthly fees for Make. It's up to you.
▎
▎ Please clarify: 1) which CRM is final? 2) Is WATI already connected to WhatsApp Business API and is there an approved template for the first message? I will show similar bots of ours with auto-qualification and notifications in private messages. Expand

Budget: 500 USD Deadline: 10 days

I will implement such automation through the backend built in Cursor: application → WhatsApp → client qualification → CRM → notification to the manager.

Make + WATI in your scheme can quickly become a fragile solution: email parsing breaks due to template changes, Make struggles with complex dialogues, WhatsApp requires templates for the first message, and without your own database, it is difficult to properly store statuses, responses, duplicates, and errors.

I am ready to discuss the budget and deadlines in private messages after understanding the CRM, WhatsApp provider, and an example of the email from the form.

Budget: 500 USD Deadline: 5 days

Hello!

I am ready to set up automation: form from the website → email → WhatsApp bot → CRM.

I work with Make/Integromat, API integrations, CRM, Telegram/WhatsApp logic, and automation of application processing.

What I can do:

— set up a scenario in Make;
— parse the name and phone number from the incoming email;
— send the first message on WhatsApp via WATI;
— set up a chain of questions for lead qualification;
— transfer responses to CRM;
— create/update leads;
— change the status to "Qualified";
— send a notification to the manager;
— test the entire application path;
— provide instructions.

Regarding Hebrew: I can work with ready-made texts, check the logic of the dialogue, and correctly insert them into the scenario.

Estimated cost: from $500
Deadline: 5–10 days, depending on the CRM and readiness of WATI/WhatsApp Business API.

Portfolio:
Freelancehunt

I am ready to discuss the CRM, the format of the email from the website, and the structure of questions for the bot. Expand

Budget: 500 USD Deadline: 3 days

Good day! We have experience working with Make (Integromat), WhatsApp Business API (WATI, Twilio, 360dialog), and CRM integrations. We can implement a complete automation cycle:
• receiving requests from email;
• parsing names and phone numbers;
• automatically starting a dialogue in WhatsApp via WATI;
• setting up a lead qualification scenario with clarifying questions;
• transferring all responses to CRM;
• automatically creating/updating a lead;
• changing the status to "Qualified";
• notifying the manager about the ready lead;
• testing and delivering the completed automation with instructions.
Architecture:
Gmail/Outlook → Make → WATI → Make → CRM (HubSpot / Monday / Pipedrive).
Estimated implementation time: 2–5 days depending on the CRM and the readiness of access.
For an accurate estimate, we need to see an example of an email from the site and clarify which CRM is used in the project. Expand

Budget: 350 USD Deadline: 9 days

Good day, Grisha! My name is Volodymyr. I specialize in setting up automations and integrations through Make (Integromat) and am ready to implement your project turnkey. The task is completely clear, and the logic of the process will be as follows: Stage 1 (Email -> WhatsApp): I will set up a scenario in Make that will automatically read new emails and extract the client's name and phone number using regular expressions. Before sending a message via WATI, the numbers will be automatically formatted to a single international format (972...). Stage 2 (Qualification): I will create a step-by-step chatbot in the WATI builder in Hebrew. The bot will sequentially ask all 6 questions regarding the move (volume, cities, floors, packing) and record the answers. During the setup, I will definitely take into account the specifics of displaying text right-to-left (RTL) and will test the correctness on real devices. Stage 3 (CRM): After the client's final response, WATI will send the data back to Make. The scenario will search for the contact in the CRM (HubSpot or Google Sheets if you do not want to implement a classic CRM system and just want to see the client database in one place), update or create a lead card by filling in all fields, change its status to "Qualified," and send a notification to the manager. Execution time: 8–9 days (taking into account thorough testing of each stage, checking edge cases, and time for template moderation in Meta). Budget: $350 for a fully configured system and a final instruction for your team.

Budget: 160 USD Deadline: 5 days

Hello, Grigory! I made exactly such connections: Make (trigger on incoming email → parsing name/phone through Text Parser) → WATI (sending approved template + chain of qualifying questions) → CRM (creating a lead with filling fields + changing status + notifying the manager). I will set up parsing with a buffer for different email formats, error handling, and duplicates. For the qualifying bot in Hebrew, I will build branching based on the type of cargo. I have worked with HubSpot, Pipedrive, and Monday.com - I can connect to any of them. What is the final CRM and is there already a WATI account with a connected number?

Budget: 350 USD Deadline: 1 day

Hello, Hryhorii! I have reviewed your specifications. The task is completely clear, and I have extensive experience in building such end-to-end automation chains, so I am ready to implement the project "turnkey".

Here’s how I propose to implement each stage:

Parsing (Make): I will set up a trigger for incoming emails (Gmail/Outlook). To ensure that data is not lost with minimal changes to the form, I will extract the name and phone number using regular expressions (Regex) through the Text Parser tool, and I will also normalize phone numbers to the international format.

Qualification (WATI): An approved template message will be triggered via a POST request to the WATI API. Then, in the WATI builder, I will create a clear chain from your 6 questions in Hebrew (preserving all your texts and emojis) with user response validation.

Synchronization with CRM: In the final step, Make will receive a webhook from WATI and automatically create/update the lead card in the selected CRM (HubSpot, Monday, or Pipedrive). All 6 responses will be distributed across the corresponding custom fields, the status will be changed to "Qualified," and an instant notification will be sent to the manager.

Examples of my work where logic, speed, and data handling are important:

My own quick services (working with logic in JS, data processing, and interfaces): pctest.pp.ua, monitortest.pp.ua

Optimization and work with search engines (fast indexing): indexfast.pp.ua

Online store with structured e-commerce logic: mamamia.pp.ua

My complete portfolio: romas6ka on Freelancehunt and more cases on programist.pp.ua.

At the end, I will definitely conduct detailed testing of the entire cycle and provide you with a video instruction. Feel free to message me privately; I am ready to start working today! Expand

Budget: 200 USD Deadline: 5 days

👋 Hello. My portfolio - Freelancehunt

The task is clear, I have done similar automations using Make + WhatsApp API + CRM.

👨 How I would implement it:
— parsing incoming emails in Make (Gmail/Outlook)
— extracting name/phone number
— sending the first message via WATI
— setting up chat logic in WhatsApp (lead qualification)
— transferring all responses to CRM (HubSpot / Pipedrive / Monday)
— creating/updating a lead + changing status + notifying the manager

I will gather everything into one Make scenario with logging and testing of the full cycle.

💼 I can start immediately after access, I will provide everything with instructions for use.

⏰ Deadline - 5-7 days.
💵 Budget - 200-400 USD.

🚀 I take every project seriously and work for results. I don't just close tasks, but bring the work to a state where the product looks high quality, professional, and instills trust in clients. Expand

Budget: 300 USD Deadline: 7 days

Greetings! I have reviewed your task. This is a clear and structured automation that I am ready to implement turnkey, ensuring seamless data transfer between all links.

Here’s how I plan to implement it:

1) Parsing: I will set up a scenario in Make that will "listen" to the email, correctly extracting the name and phone number using regular expressions or Make's built-in tools.

2) WhatsApp (WATI): I will set up automatic sending of the first message and a qualifying chain of questions (in Hebrew).

3) CRM: I will integrate Make with your CRM (HubSpot, Monday, or Pipedrive), setting up automatic lead creation, updating all 6 fields with the client's responses, and changing the status to "Qualified."

4) Final stage: I will conduct end-to-end testing of the scenario to ensure that the manager receives a notification about the ready lead without delays or errors.

The cost includes setting up scenarios in Make, integration with WATI/CRM, testing, and a detailed video guide on managing the system.

I have experience working with similar setups (Make + messenger APIs + CRM). Let’s discuss which CRM you have chosen so that I can better assess the structure of fields for data mapping. I am ready to start the setup soon! Expand

Budget: 150 USD Deadline: 10 days

Good day!

I will implement a reliable script: Make will extract contacts from email and initiate qualification in WATI in Hebrew. The bot will gather all the details of the move (addresses, floors, elevators) and pass the ready lead to the CRM (Pipedrive will be perfect for this task). Managers will be freed from routine and will only work with warm deals.

I am ready to discuss the details and get started!

Budget: 110 USD Deadline: 2 days

Hello
I have extensive experience working with Mac and all possible integrations.
Please check the reviews, everything is always excellent.
Message me, I will do it.

Budget: 500 USD Deadline: 7 days

👋 Hello,

• I have done a lot of automation systems, I have experience in make and for much more complex systems.

🔥 I will create an automation system, test it, and make adjustments if necessary.

• For everything - 7 days, $500.

👉 I am always available, you can count on responsible execution.

Budget: 1000 USD Deadline: 1 day

Hello! The task is clear: to connect the form from the website, the WhatsApp bot with a chain of qualifying questions, and the CRM into a single scenario through Make and WATI. I will set up a trigger for incoming emails with parsing of the name and phone number, configure the bot's dialogue up to changing the lead status to "Qualified" and notifying the manager, after which I will run the entire cycle from start to finish. I work constantly with bots and CRM integrations. I am ready to discuss the details in private messages.

Budget: 200 USD Deadline: 2 days

It is possible to do this in 1-2 days. I am ready to start now. A couple of days ago, I finished a project on automating a Telegram channel with 25,000 subscribers.

Budget: 500 USD Deadline: 10 days

I did a similar setup: an email trigger through Make, parsing data from the email, and sending it to WhatsApp via WATI with template messages, then recording the lead in the CRM. Technically, everything is standard, but the devil is in the details: the format of the emails from the form can be unstable, and the parsing needs to be set up correctly to avoid capturing junk. One question: does the form on the website send a structured email or free text, from which fields need to be extracted using regex?

Budget: 180 USD Deadline: 5 days

Three stages, here's how each works in practice.

Stage 1 — email → WhatsApp

Make monitors incoming emails in Gmail. When a request comes from the website, the scenario extracts the name and phone number from the email body using Text Parser — this is regex patterns like \+?[\d\s\-()]{10,15} for the phone and a separate pattern for the name marked by "Имя:" or "Name:". Then Make makes a POST request to the WATI API: it sends the number and a template message "Thank you for your inquiry. To prepare an accurate quote — please tell us what exactly you need to transport?" The client receives a message in WhatsApp within 1–2 minutes after submitting the form.

I will immediately set up an error branch: if the name or phone is not recognized — Make sends you a notification so the failure does not go unnoticed.

Stage 2 — bot in WATI

WATI has a visual dialog builder. I set up a chain: each question is a separate node, the client's response is saved in the contact attribute through the "Update Attribute" node (this is a built-in WATI function, not a workaround). Six attributes: type of cargo, from/to, floor+elevator, volume, date, packaging. After the last response, the bot thanks the client and triggers the Webhook node — sending all collected data to an external service.

Stage 3 — data in CRM

Make receives a webhook from WATI with a JSON object, where all six responses are already stored by keys. The scenario creates a lead in the CRM (fields are filled from this object), changes the status to "Qualified", and sends a notification to the manager — via email or within the CRM, whichever is more convenient.

Final test: I send a test request from the form and go through the entire cycle to the lead in the CRM. I will provide instructions.

Regarding the CRM — please specify the system, as this affects the field mapping.

And one question: is there a possibility to add a webhook directly to the website form? Then the data will come to Make structured and without Gmail parsing — more reliable. If not — we will work through the email as described above. Expand

Budget: 500 USD Deadline: 5 days

Hello!

I have reviewed your task — the logic of the process is absolutely clear, as I regularly implement similar AI qualifiers and integrations with messengers. You can see some examples of my integrations, including AI assistants for messengers, email parsing, working with Supabase, and integration with CRM systems in my portfolio.

I have a proposal on how to make the architecture of your project much more reliable, safer for personal data, and, importantly, more cost-effective.

Instead of the Make platform you mentioned in the stack, I suggest implementing all the logic on n8n.

What are the key advantages for your project:
Economies of scale: In Make, you pay for each action (operation). If you receive a large flow of applications, and the bot in WhatsApp asks 6-7 questions to each client, the bills for Make will start to grow exponentially. In n8n, we deploy the system on your own hosting (VPC). You pay a fixed (and very small) cost only for the server itself, while the number of requests and messages becomes unlimited.

Data storage law: Since you are also operating in the Israeli market (judging by WATI and Hebrew), it is critically important to comply with local data protection requirements. We will set up the n8n server and database (for example, PostgreSQL/Supabase) on hosting in the location/country that meets your legal requirements. Your clients' data will not be sent to third-party American or European automation cloud platforms.

How I propose to implement the task:
Trigger and parsing: n8n receives an incoming email from the website, and the AI (via API) instantly extracts the name, phone number, and essence of the application without strict templates (even if the client writes unusually).

WhatsApp qualification: Through the WATI API, we launch a chain of questions. Since Hebrew has its own writing specifics (right to left), the AI assistant will correctly recognize responses in Hebrew, understand the context (for example, the volume of items, floor, presence of an elevator), and carefully guide the client through all 6 points.

Synchronization with CRM: As soon as the status changes to "Qualified," n8n sends clean, organized data to the CRM, creates a deal, and immediately sends a notification to the manager.

Could you please let me know which CRM you are currently considering as the main one? And in which country (for data privacy compliance) would you prefer to localize the server? Expand

Budget: 350 USD Deadline: 7 days

Hello!

I have experience in setting up automations on Make, integrations with WhatsApp Business API, CRM systems, and building lead qualification scenarios.

I suggest we discuss the details of the integration, the CRM used, and the template for incoming emails in private messages.

Budget: 700 USD Deadline: 1 day

Hello! I have experience working with Make, WATI, and HubSpot. Last time, I successfully integrated automation for a logistics company: email trigger → parsing name and number → WATI bot with 6 qualifying questions in Hebrew → creating/updating a lead in HubSpot and notifying the manager. Plan: 1) Set up a Make trigger for incoming email from the form; 2) Parse data and send a message to WATI; 3) Create a chain of questions in WATI, save responses; 4) Use Make to transfer the collected data to the chosen CRM, change the status to "Qualified" and send a notification to the manager. Testing: complete cycle from email to status. I am ready to provide detailed instructions and a demo scenario. Budget is negotiable, timeline – 5-7 working days after access.

Budget: 200 USD Deadline: 1 day

Good afternoon. I am ready to complete this project and have extensive experience in developing various applications.

Budget: 250 USD Deadline: 4 days

Hello!

Automation on Make (Integromat) + WhatsApp API + CRM is our specialized area, and the task is clear. I will outline how we will implement it step by step:

Step 1 — Form → WhatsApp:
In Make, we set up a trigger for incoming emails (Gmail/Outlook Watch Emails) → we parse the name and phone number from the email template from the form (text parser based on the email structure) → we send the first message to the client on WhatsApp via WATI.

Step 2 — Qualification bot in WATI:
We set up a chatbot flow with a chain of questions (what we are transporting / from where to where / floor + elevator / volume-rooms / date / packaging). The answers are saved in variables for further transmission.

Step 3 — CRM:
Make retrieves the collected answers → creates or updates a lead in the CRM (HubSpot / Monday / Pipedrive — we will help you choose), fills in the fields, sets the status to "Qualified" → notifies the manager. After that — we test the full cycle from application to lead and provide instructions.

Regarding Hebrew: the bot's questions in Hebrew are fixed text that we will place in the WATI flow. It is sufficient for you to provide ready-made formulations in Hebrew (or we can agree on a translation) — we will correctly insert and check the display. So this is not a problem.

We work with Make, WhatsApp Business API (WATI/Twilio/360dialog), and CRM integrations — we will get started quickly.

We will discuss project details and costs in private. We are ready to start. Expand

Budget: 1200 USD Deadline: 10 days

Good day. I am ready to work, I have extensive experience. In personal correspondence, I can show projects on automation. Feel free to reach out.

Budget: 300 USD Deadline: 7 days

Good afternoon!

I have worked with API integrations, webhooks, CRM, and business process automation through Make. Such tasks usually require not just the configuration of individual services, but the proper organization of the entire scenario, so that leads are not lost and correctly go through all stages of processing.

I am ready to join the project and implement the full cycle with testing and delivery of the finished solution.

Budget: 350 USD Deadline: 7 days

Hello! I can implement this task, I work with Make and other platforms and bots, recently I integrated KeyCRM through Make in Facebook.

Budget: 380 USD Deadline: 7 days

Hello! I will set up the complete chain: form on the website → webhook in Make → WhatsApp bot on WATI → creating a deal in CRM with all fields. I will add response logic, tags, and notifications to the manager. I have experience with Make scenarios and WATI API, and I will do it carefully with testing at each step. I am ready to show the scenario diagram before starting.

Budget: 400 USD Deadline: 7 days

Hello, I am interested in your project and ready to take on the task. We can discuss the details in private.

Budget: 500 USD Deadline: 7 days

Hello!

I have done something similar for a service business, where I set up automated lead processing through Make.com, CRM, and AI qualification. I also implemented automatic lead capture, instant follow-up messages, and the transfer of qualified leads to CRM with a complete communication history.

In your case, I see it as important not just to send a message on WhatsApp, but to build a continuous process: email → parsing the application → starting a dialogue on WhatsApp → collecting all moving parameters → creating or updating a lead in CRM with a status change and notifying the manager.

For implementation, I would use Make.com as the central orchestrator of processes, WATI for WhatsApp Business API, and integration with HubSpot, Monday, or Pipedrive. I will pay special attention to testing scenarios, handling non-standard customer responses, and correctly transferring data to CRM.

Estimated implementation time: 5–7 days.
Budget: $400–600 depending on the CRM and the complexity of the bot's logic.

Please let me know if the qualification question script in Hebrew has already been approved, or if it also needs assistance in being formulated? Expand

Budget: 300 USD Deadline: 7 days

Hello. Here, it's not just about setting up a CRM, but a managed funnel and integrations that work reliably in real operations.

What I understood about the task: We need to set up the following automation: Step 1 — Form → WhatsApp — When a new application comes to the email from the website, the system automatically extracts the client's name and phone number and sends them a message on WhatsApp: "Thank you for your inquiry. / To prepare an accurate proposal — please tell us what exactly you need to transport?.

How I would approach it:
1. First, I will describe the lead/client journey and statuses so that the CRM reflects the real process, not just a set of fields.
2. I will gather integrations through webhooks/API with logs, retries, and duplicate protection.
3. In the end, I will leave a clear map: what happens automatically, what the manager does, where to check for failures and metrics.

Relevant experience: I have done end-to-end API/integration pipelines: data collection, filtering, enrichment, CRM connections, logs, and duplicate protection.
Regarding timelines: the target is 7 days. Regarding budget: 300 — after a brief clarification of the technical specifications, I will be able to confirm more precisely.

If relevant — in the first message, I will provide a short implementation plan and a list of clarifications to immediately fix the MVP without unnecessary development. Expand

Budget: 425 USD Deadline: 6 days

Hello. I understood the task: a request from the website form comes to the email, then the system automatically extracts the name and phone number, writes to the client on WhatsApp via WATI, conducts a dialogue with qualifying questions (what to transport, from where to where, floor and elevator, volume, date, packaging), and after collecting the answers, creates or updates a lead in the CRM with the status qualified and notifies the manager.

I see the connection like this. A trigger for incoming emails in Gmail or Outlook, parsing the body of the email according to the template of your form to extract the name and phone number. Then a scenario in Make that sends the first message on WhatsApp via WATI and receives the client's responses. I will collect the qualifying dialogue as a chain of questions, saving the answer at each step, in Hebrew according to your formulations. After the last response, Make writes the lead in the CRM (HubSpot, Monday, or Pipedrive, whichever you choose), fills in the fields, sets the status, and sends a notification to the manager. In the end, I will run the entire cycle from the email to the card in the CRM and provide it with instructions.

The key here is not the connectors themselves, but the correct parsing of the email and the logic of the qualifying dialogue, so that the bot collects all fields and does not lose the client halfway. I have created dialogue logic for bots with step-by-step collection of responses and integration with external services and CRM via webhooks, so I will assemble the entire chain and hand it over in a way that you can edit the scenario yourself.

Please let me know which CRM you chose from the three and whether you already have accounts for Make and WATI, or should I handle the registration as well?

Budget: 400 USD Deadline: 10 days

Good day! The task is completely clear. Setting up end-to-end automation through Make (Integromat) using the official WhatsApp Business API is a great way to relieve managers and instantly engage the client in dialogue while they are "hot." For a logistics company, such qualification in Hebrew will allow for immediate filtering of non-target requests and passing a fully prepared estimate to the CRM.

For implementing this chain, the stack Make + WATI + CRM is optimal. WATI provides a convenient bot builder and a stable API, which will allow for qualification setup without failures, while Make will flexibly connect email, messenger, and the CRM system through webhooks.

I would like to clarify two points:

1. Which CRM are you inclined to use (HubSpot, Monday, or Pipedrive), and have custom fields for moving parameters (floor, elevator, volume, packaging) already been created there?
2. Are emails from the website form issued in a strictly structured format (for example, clear lines "Name:", "Phone:") so that data parsing in Make through regular expressions (Regex) works 100% correctly?

Plan and logic for task implementation:

1. Setting up a trigger in Make through the Gmail/Outlook module. Creating regular expressions for parsing the name and phone number from the email body. Setting up the sending of the first welcome message in WATI through an approved template (Template Message), as this is the first touch outside the 24-hour window.
2. Programming the chatbot inside WATI in Hebrew. The bot will step-by-step collect answers to all questions (what to transport, from where, to where, floor/elevator, volume, date, packaging), validate them, and save them in custom parameters inside WATI.
3. Setting up the final webhook from WATI to Make after the dialogue is completed. Building the integration scenario with the CRM: searching for an existing contact by phone, creating/updating a deal, filling all custom fields with moving data, changing the stage to "Qualified," and sending a notification to the manager in the CRM or work chat.

Implementation cost: $400
Deadline: 7–10 working days (including the stage of detailed testing of all bot branches and the correctness of field entries in the CRM).

I have successful experience working with foreign projects and automating multilingual interfaces. I guarantee stable logic of scenarios without loops and lead losses. Please send the details, share the email template, and we can get started! Expand

Budget: 249 USD Deadline: 5 days

Hello!

I am ready to take on the setup of automation: email application from the website → WhatsApp dialogue → lead qualification → creation/updating of a deal in CRM.

I have worked with Make/Integromat, webhook scenarios, parsing incoming emails, CRM integrations, and WhatsApp Business API through services like WATI / Twilio / 360dialog. The task is clear: it is important not just to send the first message, but to build a stable chain while preserving all client responses and passing a qualified lead to the manager.

Here’s how I propose to implement it:

1. Set up a trigger in Make for incoming emails from Gmail/Outlook.
2. Parse the name, phone number, and application data from the email template.
3. Send the first WhatsApp message via WATI.
4. Set up a flow in WATI with questions in Hebrew.
5. Pass the responses back to Make via webhook.
6. Create or update the lead in CRM: HubSpot / Pipedrive / Monday.
7. Fill in the fields, change the status to "Qualified" and notify the manager.
8. Test the complete scenario from the application on the website to the finished lead in CRM.

Estimated timeframe: 5–7 working days after receiving access and the final text of the messages.
Estimated cost: from 200 to 250 USD, depending on the chosen CRM, number of fields, and complexity of the bot logic.

To start, I will need the email template from the form, access to Make, WATI, email, and CRM. I can also help adapt the texts of the questions for the WhatsApp bot.

I am ready to discuss the details and propose a reliable implementation scheme. Expand

Budget: 1500 USD Deadline: 20 days

In most cases, automation breaks down at the stage of collecting additional data. While the bot asks 4-5 questions, the user loses interest — especially if the dialogue is inconvenient on mobile.

Your scenario requires a precise batch solution: parsing emails with the ability to dynamically adapt the bot's questions based on context. A typical mistake is rigid rules in Make that do not account for atypical email formats.

I will solve this in 4 stages: 1) I will set up a parsing scenario with a buffer for different email formats 2) I will create an adaptive bot in WATI with branching capabilities 3) I will ensure synchronization with CRM via webhooks 4) I will design a test plan with load scenarios.

How many applications are currently lost on average due to untimely qualification?

Budget: 200 USD Deadline: 3 days

Hello.

I can do automation for you. I have experience with Make. Write to me, and we will discuss.

Budget: 180 USD Deadline: 5 days

Good day! I have created exactly such chains on Make — a trigger from the incoming email from the form, parsing the name and phone number, sending to WhatsApp via WATI, then a bot with qualifying questions and a ready lead in the CRM with status change and manager notification. I have already worked with WATI and Pipedrive/HubSpot, so I don't see any bottlenecks here. Please let me know if the CRM has already been chosen or if you need help selecting one for your process? I will gather and test the entire cycle turnkey, approximately in 5 days.

Budget: 120 USD Deadline: 4 days

Good evening, Grigory!
The task is completely clear — a classic lead qualification funnel: form → WhatsApp bot → CRM. I have worked with similar schemes for service businesses.
How I will implement it:
Make (Integromat): trigger on incoming Gmail → parsing name and phone number from the email template → WATI module → sending the first message in Hebrew. At the same time — creating a lead in CRM (HubSpot/Pipedrive/Monday — as you say).
WATI: setting up a chatbot with a chain of 6 qualification questions in Hebrew, with branching (apartment / office / individual items → different clarifications). After the dialogue is completed — webhook back to Make → updating the lead in CRM, changing the status to "Qualified", notifying the manager.
Alternative (I suggest considering):
If you want to save on the Make subscription ($10-20/month) — I can implement the same scheme through n8n (open-source alternative to Make), deployed on your server. The functionality is identical, but without monthly payments for Make. The decision is yours.
Timeline: 3-4 days from the moment of receiving access.
Cost: $120 (Make option) / $100 (n8n option). Includes setup, testing of the full cycle, and instructions for the manager.
P.S. I noticed that you also posted a project for a Facebook bot for lead generation — if interested, we can discuss a comprehensive solution for both channels.

Budget: 200 USD Deadline: 7 days

Hello. I have thoroughly reviewed the description of your project regarding lead qualification automation.

Implementing such a multi-stage solution on Make.com involving the WhatsApp Business API through WATI and integrating with CRM requires a deep understanding of integration system architecture. I will apply proven methods for reliable parsing of incoming data from email, building robust chatbot logic considering multilingualism, as well as seamless synchronization with the specified CRM. I have significant experience in developing similar complex automations and am ready to use my own developments and templates, which will speed up deployment and ensure high system reliability.

I suggest discussing all implementation details, final budget, and timelines in private messages.

Budget: 25000 USD Deadline: 12 days

We already have a nearly ready similar solution for linking the form - WhatsApp - CRM, it can be quickly adapted and launched, we can discuss the details right now in the marketplace chat, I'm available ))
Regarding the budget, the estimate is 42,000 UAH, deadline - 12 days.
Look, there’s a nuance - Make is well-suited for the first version, but I would include proper handling of duplicates, parsing errors in emails, and repeated client responses; otherwise, managers will have to catch leads manually later.
The implementation will be as follows - we parse the incoming email in Make, normalize the phone number, send an approved message via WATI, conduct a thread of questions in Hebrew, and after responses, create or update a lead in the chosen CRM and send a notification to the manager.
The AI part can be added without complicating things - checking the completeness of responses, a brief summary of the lead for the manager, and a suggestion for the next step.
- I will clarify 2 points
-- which CRM will be final - HubSpot, Monday.com, or Pipedrive
-- is WATI already connected to WhatsApp Business API and is there an approved template for the first message
from similar experience
- https://business.ingello.com/forma-crm - CRM and lead processing automation
- https://business.ingello.com/forma-bpm - business processes, statuses, notifications, and managed logic
- https://business.ingello.com/svitbus - transportation theme and application automation
main landing for FLH - https://systems-fl.ingello.com
after the start, access to Make, email, WATI, the chosen CRM, and an example of the email from the website form will be needed.
I will also prepare a short instruction so that the team can change the texts of questions and CRM fields themselves.
Overall, it’s a normal volume for quick implementation, just don’t make the automation a black box - you reap what you sow )) Expand

Budget: 12000 USD Deadline: 5 days

We have experience in setting up integrations through Make. We implement a connection with WATI so that requests from email instantly go to WhatsApp and CRM. We will set up email parsing and data transfer logic to automate your transportation process. This will ensure prompt processing of leads without manual data transfer.