Technical Task
for restoring and optimizing lead integration into the CRM system, installing a plugin on the website, and stabilizing the Telegram bot
Customer:
LLC "ESI (Eco Sphere Innovations)"
1. General Goal
Restore and configure the correct operation of automatic lead integration into the CRM system, identify and document the data flow chain, stabilize the Telegram bot, and also implement an additional lead collection channel through the website — without involving the Telegram bot.
2. Current State
Currently, the infrastructure uses the following resources:
CRM system, where leads are automatically received;
Telegram bot, which receives data from users (often fails);
Google Sheet, containing information about leads;
Backend server, where all integrations, APIs, and processing logic are hosted;
Company website, where all incoming leads are received.
In the CRM card for each lead, there was an additional field "Lead Source," which was automatically filled with the source of receipt (Telegram, website, etc.). This field was accidentally deleted by one of the employees. It is necessary to restore its functionality.
3. Project Goals and Tasks
3.1 Main Tasks:
Restore the "Lead Source" field in CRM:
Analyze existing integrations:
Determine what is the primary source of lead data;
Establish where and how the information enters the CRM;
Document the integration workflow scheme.
Conduct a technical audit of the infrastructure:
Telegram bot;
Google Sheet;
CRM;
Backend and API;
Website.
Restore stable operation of the Telegram bot, which currently crashes regularly:
Analyze causes of failures;
Set up logging, restart, error notifications;
Ensure stability and continuous operation of the bot.
Prepare and implement an additional lead collection channel:
Configure logging and monitoring of lead receipt and processing processes.
Provide recommendations for further technical support:
4. Additional Requirements
5. Expected Results
The "Lead Source" field functions in CRM and is automatically filled;
The data route from the source to CRM is identified and documented;
The Telegram bot operates stably without failures;
A plugin that works without Telegram is implemented on the website;
Access to lead information is available both through CRM and via the plugin;
A plan for further technical support and maintenance is prepared.
You can state your price.
