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I need someone to **set up the complete process to automatically send scheduled WhatsApp messages from Zoho CRM through Twilio**. I will provide all the WhatsApp message content, videos and Twilio templates. **Your job is to build the automation that sends them automatically at the correct times.** ### 1. Enquiries – Consumer Automatically send: * Enquiries – ConsumerWhatsApp – Day 0 *Enquiries – Consumer WhatsApp – Day 8 *Enquiries – Consumer WhatsApp – Day 14 * Enquiries – ConsumerWhatsApp – Day 21 * Enquiries – ConsumerWhatsApp – Day 30 ### 2. Enquiries – Self Booking / Preplanning Automatically send: * WhatsApp Self Booking /– Day 0 * WhatsApp Self Booking /– Day 8 * WhatsApp Self Booking /– Day 14 * WhatsApp Self Booking /– Day 21 * WhatsApp Self Booking /– Day 30 ### 3. Enquiries – Drone Franchise Automatically send: * WhatsApp – Drone FranchiseDay 0 * WhatsApp – Drone FranchiseDay 8 * WhatsApp – Drone FranchiseDay 14 * WhatsApp – Drone FranchiseDay 21 * WhatsApp – Drone FranchiseDay 30 ### 4. Deals – Consumer Automatically send: * WhatsApp – Deals – ConsumerDay 0 * WhatsApp – Deals – ConsumerDay 8 * WhatsApp – Deals – ConsumerDay 14 * WhatsApp – Deals – ConsumerDay 21 * WhatsApp – Deals – ConsumerDay 30 ### What I need you to do Please **build and configure the complete Zoho → Twilio → WhatsApp automation**, including the necessary Zoho workflows, scheduled actions, Deluge/API functions and Twilio integration. Create the templates - I will send the contents Once set up, a new Enquiry/Deal meeting the relevant criteria should automatically enter the correct sequence and receive each WhatsApp on the specified day **without anyone manually triggering the messages**. The automation should also stop future messages when appropriate, for example if the customer books, is marked lost/not interested, or opts out. I will supply the content/templates. I need you to **build, configure and test the automated sending process end-to-end**.
Project ID: 40648143
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Being an automation expert, I am confident in my ability to deliver exactly what you need for your WhatsApp campaign through Zoho CRM and Twilio. With a master's in Software Engineering and a strong portfolio encompassing AI-powered systems, n8n, [login to view URL] and Zapier, I have the expertise required to automate workflows and integrate different platforms seamlessly. This project beautifully aligns with my core competency. As mentioned in the project description, the automation process requires not only building but also **testing the** set-up end-to-end for maximum reliability. I assure you of thorough testing and debugging, ensuring no future message errors or unnecessary blockages during appropriate times. My working method ensures **disconnect between tools** and **manual data handling are eliminated**, addressing the efficiency goals of your campaign. Lastly, I am not just a developer who delivers clean working code; I design scalable systems that can support your current needs as well as growing needs. My commitment is not only to build you an absolutely optimized system but also to provide ongoing support if needed. I believe with my right blend of skills, experiences and attitude towards delivering qualitative scaleable systems, I'm an ideal fit for your project -
$120 USD in 5 days
6.0
6.0
153 freelancers are bidding on average $159 USD for this job

I can build this Zoho CRM to Twilio WhatsApp automation end to end, including the workflows, scheduled actions, Deluge/API functions, template setup, and testing. Your brief is quite clear, and I understand the key part is making sure each enquiry/deal type enters the right sequence automatically and also stops correctly when status changes. I have worked on CRM automations and messaging workflows like this before, so I can set this up cleanly and reliably. If you want, I can also keep the structure easy to expand later for more campaigns.
$250 USD in 7 days
9.4
9.4

Hi, I can build the complete Zoho CRM → Twilio → WhatsApp automation for all four sequences. I’ll configure the Zoho workflows, scheduled actions, Deluge/API functions, Twilio integration, WhatsApp templates, and the logic for Day 0 / 8 / 14 / 21 / 30 messages. I’ll also add the stop conditions so future messages automatically stop when a customer books, is marked lost/not interested, or opts out. Everything will be tested end-to-end so a new Enquiry or Deal automatically enters the correct sequence without any manual action. Fixed price: $250 USD Timeline: 5–7 days You can provide the message content/videos and existing Twilio details, and I can start immediately.
$250 USD in 5 days
8.6
8.6

I can handle this Zoho CRM to Twilio integration by setting up the necessary Deluge scripts and workflow rules to trigger your WhatsApp sequences automatically. I will ensure the logic includes the required stop-conditions—such as booking status or opt-outs—so your campaigns remain compliant and relevant to each lead. With my background in system administration and API integration, I am well-versed in building these types of automated pipelines. I frequently handle backend automation tasks that require precise timing and conditional logic, ensuring that once a lead enters the funnel, the sequences trigger reliably without manual intervention. My bid is $119.7 for this setup, and I can complete the full configuration and testing within 1 day. Let me know which Zoho modules these Enquiries and Deals are currently tracked in so I can begin mapping the workflow architecture immediately.
$119.70 USD in 1 day
8.0
8.0

With a laser focus on delivering scalable, secure, maintainable, and revenue-driven AI software solutions with long-term business value to all my clients, I can confidently say I'm the perfect fit for your Twilio WhatsApp Zoho CRM Campaigns setup. Having built AI-powered CRM systems, Business workflow automations, and performed custom MCP server implementations, your project description speaks directly to my areas of expertise. To sum it all up I have the right blend of technical expertise (PHP, Software Architecture, Zoho CRM) plus hands-on experience with working on similar deliverables combined with a focus on ensuring scalability and efficiency -- all essentials to ensure we start experiencing true end-to-end value from your investment with me right from our first project till the rest of our professional journey. Let's talk about how we can make this intricate system a reality -- one that would make your ongoing campaign management hassle-free like never before!
$100 USD in 2 days
8.2
8.2

I will build the complete Zoho CRM → Twilio WhatsApp automation for all four sequences: Enquiries–Consumer, Self Booking/Preplanning, Drone Franchise, and Deals–Consumer, with messages scheduled for Day 0, 8, 14, 21, and 30. I’ll configure the required Zoho workflows and scheduled actions, create the Twilio WhatsApp templates from your supplied content, and implement Deluge/API functions to pass the correct recipient, template, variables, and media to Twilio. Each record will enter the appropriate sequence based on its enquiry/deal criteria, while duplicate sends will be prevented and delivery/API responses will be logged for troubleshooting. I’ll also add stop conditions for booked customers, lost/not interested records, and opt-outs, including checks before every scheduled message so future sends are cancelled safely. After configuration, I’ll test the complete flow with test records in Zoho and Twilio, covering each sequence, timing rule, template variable, failure response, and cancellation condition. I have 10+ years of experience delivering CRM, API, and workflow automation projects. Are the stop conditions already represented by specific Zoho fields or picklist values? Muhammad Saad
$100 USD in 3 days
7.8
7.8

Hi, I will build the Zoho → Twilio → WhatsApp flow as a proper sequence engine, so each enquiry or deal enters the right Day 0/8/14/21/30 journey automatically and stops as soon as the status changes, the customer books, opts out, or is marked lost. I’ve built CRM automations, webhook/API integrations, scheduled workflows, and background processes where timing and state changes need to be reliable. I will handle the Zoho workflows, Deluge/API functions, Twilio integration, template setup, testing, and handover. Do you already have the Twilio WhatsApp sender approved and connected to your Zoho data fields? Let’s talk over chat and discuss it over a call.
$250 USD in 2 days
7.7
7.7

Hi, I've built Twilio messaging flows before, including a Laravel app that sends SMS over Twilio through REST and third party APIs, and a separate CodeIgniter Twilio integration. Twilio API: work delivered on Upwork, 5 star The part that usually breaks these drip sequences is the stop logic. My plan is one Deluge scheduled function per module that checks the record's stage on each send day, so if the customer books, is marked lost, or opts out, the remaining Day 8 to Day 30 messages never fire. That keeps the timing anchored to the enquiry date instead of a fixed calendar. Quick question: do you want opt-out captured from an inbound WhatsApp keyword back into Twilio, or handled by a Zoho field only? We can start with a milestone so you release only on tested delivery. Adil
$200.90 USD in 7 days
7.5
7.5

I’ve gone through the workflow details, and yes, this can be set up properly so Zoho triggers the correct WhatsApp sequence through Twilio without manual sending. I can handle the full configuration from Zoho workflow logic to Deluge/API setup, Twilio connection, stop conditions, and final testing. Since you are already providing the content and templates, that makes the implementation side much more straightforward. Happy to discuss the exact record criteria and exit conditions through here and get it built smoothly.
$230 USD in 7 days
7.7
7.7

✍️ Hello, I will integrate Zoho CRM with Twilio using custom Deluge scripts to automate your WhatsApp messaging platform. I have successfully built automated drip sequences for complex CRM lead nurturing flows. Estimated timeline: 5 days Budget: $250 Let's discuss and get started. - Ajhar
$140 USD in 7 days
7.4
7.4

To automate sending scheduled WhatsApp messages from Zoho CRM through Twilio, I will build a robust integration that ensures messages are dispatched automatically based on your specified timelines for different enquiry categories. Utilizing Zoho’s workflows and API functions, I will configure the necessary triggers for day-specific communications and implement the Twilio API to deliver messages seamlessly. My proficiency in automating processes and integrating third-party APIs will ensure a smooth setup. I have a 4.9-star rating across 200 client reviews and have completed 220 projects, demonstrating my commitment to quality. What specific criteria should I consider to halt messages if a customer opts out or changes their status?
$200 USD in 10 days
7.4
7.4

Hi, I’ve read your workflow carefully and can build the complete Zoho CRM to Twilio WhatsApp automation so each Enquiry or Deal enters the right sequence, sends on Day 0/8/14/21/30 automatically, and stops when booking, lost status, or opt-out conditions are met. I have solid experience with CRM automation, API Integration, and Software Architecture for custom workflow builds. I can configure Zoho workflows, scheduled actions, Deluge/API functions, Twilio template handling, trigger logic, exit conditions, and full end-to-end testing so the process runs reliably without manual intervention. I can start right away and deliver a tested setup within 7 days, including validation of all message paths before handover. Hey, do you already have the exact Zoho module fields and stage/status rules mapped for each sequence entry and stop condition? Best regards, KANIKA
$250 USD in 7 days
6.9
6.9

This is a good fit for my automation work. I can set up the complete process so each new Enquiry or Deal enters the right WhatsApp sequence, receives messages on Day 0/8/14/21/30, and stops automatically when booking, loss, or opt-out conditions are met. I will take care of the Zoho workflow setup, Deluge/API functions, Twilio integration, template configuration, and end-to-end testing. The scope is well described, which should help keep the build efficient and reliable.
$250 USD in 7 days
7.1
7.1

Hello, I have carefully reviewed your requirements and understand the complete Zoho CRM → Twilio → WhatsApp automation workflow. I have 10+ years of experience in software development and automation, including API integrations, CRM workflows, scheduled processes, and third-party services. I can configure the complete sequence for Enquiries and Deals with Day 0, 8, 14, 21, and 30 WhatsApp messages. I will set up the required Zoho workflows, scheduled actions, Deluge functions, API integration with Twilio, WhatsApp templates, and testing. The automation will also include conditions to stop future messages when a customer books, becomes lost/not interested, or opts out. I eagerly await your positive response. Thanks
$140 USD in 3 days
7.5
7.5

Hi, I have experience with Zoho CRM, Deluge, API integrations, Twilio, and WhatsApp automation. I can build the complete Zoho , Twilio workflow so each new Enquiry or Deal automatically enters the correct Day 0, 8, 14, 21, and 30 message sequence. I’ll configure the workflows, scheduled actions, Deluge/API functions, templates, media, and stop conditions so messages automatically pause when a customer books, is marked lost/not interested, or opts out. No manual triggering will be required. I’ll handle the complete end-to-end setup and testing using your provided content and Twilio templates, ensuring each sequence sends to the correct audience at the correct time. You’ll receive a clean, reliable automation that is easy to maintain and extend.
$140 USD in 7 days
6.3
6.3

As an experienced website developer and eCommerce expert, I am highly skilled at setting up automated systems like the one you require with Zoho CRM and Twilio. I have a thorough understanding of your project needs and confident in my ability to build a tailored automation process that will keep you connected with your customers without you having to worry about manual triggers. Throughout my career, I've mastered various platforms including Shopify, WooCommerce, WordPress, Joomla, and Zoho which means I can swiftly adapt to any system or application needed for a seamless integration. Moreover, my proficiency in languages like PHP and Laravel further enhances my capabilities to handle intricate tasks such as creating Zoho workflows, scheduled actions, Deluge/API functions and Twilio integration. Having partnered with Ashok, we've managed multi-channel eCommerce businesses with a range of services, including order management to SMM. Hence, beyond building the automation system for you, rest assured I can also handle any future needs for managing promotions or order & inventory. Just share the content/templates with me and consider the job done efficiently. Choose me for a successful execution of your project! Thank you for considering me
$140 USD in 7 days
6.5
6.5

\hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................
$230 USD in 7 days
6.2
6.2

"As a highly experienced Zoho One Expert and Business Automation Specialist, my track record speaks for itself with over 5 years of solid experience and delivering over 50 projects, all of which had satisfied clients. I specialize in building end-to-end automated systems that streamline operations and connect various platforms seamlessly – precisely what your project requires. My core focus has been on advanced workflow automation utilizing Deluge scripting, custom functions, APIs, and webhooks. This means I can confidently build and configure the complete Zoho → Twilio → WhatsApp integration for you without a hitch." "Moreover, one of my unique strengths is that I don't merely develop solutions; rather, I build reliable business automation systems that save precious time and reduce manual workloads. And automation is what you seek in this project - to send scheduled WhatsApp messages from Zoho to Twilio seamlessly without any manual interventions; ensuring that new Enquiry/Deals enter the correct sequence on specified days." "To sum it up, if hired for this job, you will benefit greatly from my deep experience in business process streamlining through automation using platforms such as Zapier & Make, powerful scripting skills with Deluge for advanced workflows, extensive API proficiency and bug-free dashboards for smooth data migration and reporting. All these skills coupled with my genuine dedication towards client satisfaction make me the ideal match for your project."
$250 USD in 5 days
6.0
6.0

The bottleneck is the need to automate scheduled WhatsApp messages from Zoho CRM via Twilio without manual triggers. The root cause is the lack of an integrated system linking Zoho workflows with Twilio's API scheduling capabilities. I will build the Zoho automation using Deluge scripts and scheduled actions, integrating Twilio API calls to dispatch WhatsApp messages at specified intervals. I will implement logic to halt the automation upon booking, lost status, or opt-out events. This will enable consistent message delivery validated through end-to-end testing and monitoring of Twilio message logs, ensuring reliable campaign execution What criteria within Zoho CRM define when to stop the WhatsApp message sequences for individual contacts?.
$500 USD in 7 days
5.6
5.6

Approach: Zoho Deluge workflows + scheduled functions triggering Twilio's WhatsApp Business API, using your pre-approved Twilio templates. Each Lead/Deal enters a sequence based on module/category, with day-based scheduling (0/8/14/21/30) and automatic exit conditions. Scope: Build 4 automated sequences (Consumer Enquiries, Self Booking/Preplanning, Drone Franchise, Deals – Consumer), 5 touchpoints each Zoho workflow rules to enroll new Enquiries/Deals into the correct sequence based on criteria you define Scheduled Deluge functions to fire each WhatsApp send on the correct day via Twilio API, mapped to your approved templates Stop-conditions: sequence halts automatically on booking, Lost/Not Interested status change, or opt-out (STOP keyword handling) Twilio template configuration using content/videos you supply (submission for WhatsApp approval where needed) Logging of sent/delivered/failed status back into Zoho (custom fields or related list) for visibility End-to-end testing across all 4 sequences with sample records before go-live Deliverables: Fully configured Zoho workflows + Deluge functions Twilio WhatsApp templates set up per your content Stop/opt-out logic tested Documentation for editing timing, adding sequences, or updating templates Timeline: 10–14 business days from Zoho/Twilio access + full content handoff.
$200 USD in 10 days
5.9
5.9

Hello Client, I will integrate so CRM WhatsApp API with automation based on your requirement. I very simply WhatsApp cloud business apa developed in my another eCommerce website customer. If you woulf like to show this work then I will share you as well. Looking forward to working with you. Regards Manish
$140 USD in 7 days
5.8
5.8

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