LeadGen - Automation of the sales funnel from Instagram/TikTok
Development of a lightweight CRM system based on Google tools and Telegram Bot API for an online school. The system automates the customer journey from filling out a questionnaire on social media to the first contact on WhatsApp, eliminating delays and loss of leads.
Challenge: Managers manually copied phone numbers from spreadsheets, spent time saving contacts for WhatsApp, and forgot about weekly statistics. This led to "cooling off" of clients and a decrease in conversion to sales.
The Solution: I developed a script in Google Apps Script that turned a regular spreadsheet into a full-fledged working environment:
One-click Setup: A special menu in the spreadsheet allows one button to create a questionnaire (Google Form), set up triggers, and check the connection with the bot.
Instant parsing and notifications: As soon as a client fills out a questionnaire on Instagram or TikTok, the Telegram bot instantly sends a lead card with the data.
Smart WhatsApp Link: The script automatically cleans the phone number of unnecessary characters and generates a direct link wa.me. The manager just needs to press one button in Telegram or the spreadsheet to start the conversation.
Status management: The spreadsheet has implemented a dropdown list system ("New", "Thinking", "Registered") with automatic color indication.
Analytical robot: Time triggers are set up that send a report on the number of new applications for the week and month every Monday at 9:00 AM.
Technical stack:
Google Apps Script (JavaScript): Logic for handling onFormSubmit events, managing triggers, and dynamically creating forms.
Telegram Bot API: Integration for notifications with Markdown formatting support.
Google Forms: Interface for data collection with phone number validation.
Value for the business:
Response speed: The time to first contact with a client has decreased from several hours to a couple of minutes.
Manager convenience: Absence of routine in dialing numbers and rewriting data from the form.
Marketing control: The manager always sees up-to-date statistics on traffic sources (Insta/TikTok) in weekly reports.
Challenge: Managers manually copied phone numbers from spreadsheets, spent time saving contacts for WhatsApp, and forgot about weekly statistics. This led to "cooling off" of clients and a decrease in conversion to sales.
The Solution: I developed a script in Google Apps Script that turned a regular spreadsheet into a full-fledged working environment:
One-click Setup: A special menu in the spreadsheet allows one button to create a questionnaire (Google Form), set up triggers, and check the connection with the bot.
Instant parsing and notifications: As soon as a client fills out a questionnaire on Instagram or TikTok, the Telegram bot instantly sends a lead card with the data.
Smart WhatsApp Link: The script automatically cleans the phone number of unnecessary characters and generates a direct link wa.me. The manager just needs to press one button in Telegram or the spreadsheet to start the conversation.
Status management: The spreadsheet has implemented a dropdown list system ("New", "Thinking", "Registered") with automatic color indication.
Analytical robot: Time triggers are set up that send a report on the number of new applications for the week and month every Monday at 9:00 AM.
Technical stack:
Google Apps Script (JavaScript): Logic for handling onFormSubmit events, managing triggers, and dynamically creating forms.
Telegram Bot API: Integration for notifications with Markdown formatting support.
Google Forms: Interface for data collection with phone number validation.
Value for the business:
Response speed: The time to first contact with a client has decreased from several hours to a couple of minutes.
Manager convenience: Absence of routine in dialing numbers and rewriting data from the form.
Marketing control: The manager always sees up-to-date statistics on traffic sources (Insta/TikTok) in weekly reports.
Nur-Sultan 
Available for hire