I’m looking for an experienced automation specialist to set up an integration between WhatsApp Business and Pipedrive CRM. The goal is simple: when someone sends a message to our WhatsApp Business number, it should automatically create or update a lead in Pipedrive and log the message appropriately. This is for a UK-based same-day courier business, so reliability and clean data handling matter more than flashy extras. Scope of Work We need an automation that does the following: • Capture incoming WhatsApp messages • Match the sender by phone number in Pipedrive • If the contact exists, update the existing person and/or lead • If the contact does not exist, create a new person and lead • Log the WhatsApp message as a note or activity against the lead • Apply a clear source or tag (e.g. “Inbound WhatsApp”) Current Setup • WhatsApp Business number (standard app to begin with) • Pipedrive CRM already in use • Open to using Make (preferred), Zapier, or a lightweight custom webhook solution This does not need to be over-engineered, but it does need to be robust and well documented. Nice to Have (Not Essential) • Auto-reply confirmation message on WhatsApp • Lead assignment rules • Advice on future migration to WhatsApp Business API • Experience with CRM hygiene and deduplication Deliverables • Fully working automation • Clear explanation or walkthrough of the setup • Ability for us to maintain or tweak it internally after handover Ideal Freelancer • Proven experience with WhatsApp Business automations • Strong knowledge of Pipedrive (people, leads, activities) • Comfortable with Make or Zapier logic • Clear communicator who can explain what’s been built To Apply Please include: • Brief description of similar work you’ve done • Which tools you recommend for this setup and why • Estimated timeframe to complete
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