Automated Lead Sync & WhatsApp Integration

PHP, JavaScript, Excel, Software Architecture, CRM, Node.js, API, Data Integration, Lead Generation, Automation · I currently collect enquiries from Meta, my website, Instagram, Email, LinkedIn and Facebook. All of them need to flow straight into my PRISM CRM without anyone touching a spreadsheet. The moment a fresh record lands in PRISM, I’d like an automatic WhatsApp message to go out so we can identify potential clients quickly.

Here is the workflow I want built and documented:

1. Capture & routing • Pull every new lead from each source (Meta forms, web contact form, Instagram DM / Ads, Email parser, LinkedIn, Facebook) through webhooks or approved connectors. • Map every captured field to the correct tables in PRISM, creating the contact if it does not yet exist and updating it if it does.

2. WhatsApp engagement • As soon as a lead is created, trigger a templated WhatsApp greeting that asks qualifying questions. • Tag replies in PRISM so that anyone marked as “Potential” is flagged for the sales team; everyone else is queued for the tele-calling team. • If there is a reliable workaround that avoids buying a full WhatsApp Business API licence, please spell it out; otherwise show the cleanest Meta-approved route to get the API live.

3. Data enrichment & feedbac