It is necessary to develop and configure an automated tool for working with the existing B2B client database.
There is a client database in Google Sheets with contact details (company name, contact person, email, phone, and additional fields).
It is necessary to create a system that will allow:
- to automatically generate personalized messages to clients;
- to perform mailings directly from Google Sheets;
- to conduct initial communication via email with subsequent transfer of the client to a Telegram/Viber bot;
- to collect responses and client requests;
- to store the history and status of interactions with each contact.
The goal of the project is to create a simple and effective tool for the department that will allow scaling work with the current client base and transferring potential clients to a permanent communication channel.
Required functionality:
1. Integration with Google Sheets
- connection to the client table;
- retrieving data from rows;
- using variables in messages (name, company, area of work, etc.);
- automatic status changes for processing contacts.
2. Automated email mailing
- creating personalized emails;
- working with message templates;
- setting sending limits;
- log of sent emails;
- delivery error control.
3. Integration with Telegram/Viber bot
- adding a link to the bot in messages;
- tracking client transitions;
- linking contacts to the client database;
- receiving responses through the bot;
- transferring leads to the manager for further work.
4. Control panel
Ability to:
- edit message templates;
- start and stop campaigns;
- view statistics:
- number of sent messages;
- opens;
- transitions;
- client responses.
Preferred implementation technologies:
Considering implementation options through:
- Google Apps Script;
- Python;
- Telegram Bot API;
- Viber Business Messages API;
- Gmail API;
Requirements for the performer:
A specialist with experience is needed:
- in automating business processes;
- working with APIs;
- integrating Google Sheets;
- creating Telegram/Viber bots;
- building simple CRM solutions.
It is important not just to make a one-time mailing, but to create a stable tool that can be scaled and developed further.
Expected result:
A ready working tool:
client database → personalized message → transition to bot → lead fixation → further work by the manager.
In the response, please indicate:
- examples of similar implemented projects;
- proposed technology stack;
- estimated completion time.