Integration of CRM with TurboSMS: automatic Viber and SMS mailings

Short description:
Implemented integration of #CRM with #TurboSMS for launching automatic Viber and SMS broadcasts when stages in the sales funnel change. The solution allows for the automatic sending of transactional and personalized messages to clients without the involvement of managers.

Business logic of automation
Flow 1 — #Viber SMS
Automatic sending of Viber messages to leads when they move to a defined stage in the sales funnel.
Goal:
Promptly inform the lead about the status of the application/contact/further actions via Viber.
Flow 2 — SMS
Automatic sending of SMS messages to leads when the stage in the sales funnel changes.
Goal:
Guaranteed delivery of personalized messages according to the configured conditions.

What was implemented:
Integration of CRM with TurboSMS via #API (API Key);
Configuration of Webhooks in CRM for specific stages of the sales funnel;
Formation and transmission of JSON requests for Viber messages;
Setting up the logic of triggers for sending messages depending on the lead's status;
Preparation and connection of SMS message templates in CRM;
Passing verification of the Viber account for official broadcasts;
Testing of sends and checking the correctness of delivery.

Result for the client's business:
Leads automatically receive Viber SMS or SMS according to: the stage of the sales funnel and the specified conditions and triggers;
Managers do not spend time on manual messages;
Increased response speed and conversion at the stages of the funnel;
Stable and scalable communication system with clients;
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Technologies and tools:
CRM (webhooks, statuses, triggers)
TurboSMS API
Viber Business Messages
REST API (HTTP POST requests, JSON, API Key)
Automation of broadcasts
Transactional and personalized messages
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#CRM, #RESTAPI, #TurboSMS, #Webhooks, #SMS-broadcast, #Viber-broadcast, #Automation, #Sales-funnel, #Triggers, #Marketing-automation