Segmentation & Automation in CRM
Posted: Wed May 21, 2025 4:22 am
WhatsApp Business API Solution: (e.g., Twilio for WhatsApp, MessageBird for WhatsApp, 360dialog) - For automated and manual WhatsApp communication. (Note: WhatsApp's API is strict about commercial messaging and requires approved templates).
Integration Platforms: (e.g., Zapier, Integromat/Make) - Crucial for connecting Telegram, CRM, SMS, and WhatsApp platforms that don't have native integrations.
Integration Flow - Step-by-Step:
Step 1: Phone Number & Data Capture (Telegram Bot): User provides phone number (and other data like interests, pain points) to your Telegram bot with explicit consent.
Step 2: Data Push to CRM:
Direct Integration: If your bot platform integrates directly with your CRM, map Telegram fields (phone number, name, tags, custom fields) to CRM contact properties.
Via Zapier/Integromat: Create a "Zap" or "Scenario" where a laos telegram mobile phone number list new phone number collected in Telegram triggers an action to "Create/Update Contact" in your CRM. Ensure all relevant Telegram data is passed as custom fields in the CRM.
Based on the data pushed from Telegram, create specific segments in your CRM (e.g., "Telegram Lead - Product X Interest," "Demo Request - Phone Number Provided").
Set up automated workflows in your CRM based on these segments (e.g., "If new contact is 'Demo Request - Phone Number Provided', then trigger SMS reminder sequence, assign to sales rep, and send WhatsApp confirmation").
Step 4: Multi-Channel Communication:
SMS Integration: CRM workflow triggers SMS via SMS Gateway (e.g., "Your demo is confirmed for [Date] at [Time]. See you then!").
WhatsApp Integration: CRM workflow triggers pre-approved WhatsApp template messages (e.g., "Hello [Name], your order #123 has shipped! Track it here: [Link]").
Sales/Support Notifications: CRM notifies sales/support teams (via email, internal Slack, or internal Telegram group) when a hot lead with a phone number is identified, providing them with all available context from Telegram.
Integration Platforms: (e.g., Zapier, Integromat/Make) - Crucial for connecting Telegram, CRM, SMS, and WhatsApp platforms that don't have native integrations.
Integration Flow - Step-by-Step:
Step 1: Phone Number & Data Capture (Telegram Bot): User provides phone number (and other data like interests, pain points) to your Telegram bot with explicit consent.
Step 2: Data Push to CRM:
Direct Integration: If your bot platform integrates directly with your CRM, map Telegram fields (phone number, name, tags, custom fields) to CRM contact properties.
Via Zapier/Integromat: Create a "Zap" or "Scenario" where a laos telegram mobile phone number list new phone number collected in Telegram triggers an action to "Create/Update Contact" in your CRM. Ensure all relevant Telegram data is passed as custom fields in the CRM.
Based on the data pushed from Telegram, create specific segments in your CRM (e.g., "Telegram Lead - Product X Interest," "Demo Request - Phone Number Provided").
Set up automated workflows in your CRM based on these segments (e.g., "If new contact is 'Demo Request - Phone Number Provided', then trigger SMS reminder sequence, assign to sales rep, and send WhatsApp confirmation").
Step 4: Multi-Channel Communication:
SMS Integration: CRM workflow triggers SMS via SMS Gateway (e.g., "Your demo is confirmed for [Date] at [Time]. See you then!").
WhatsApp Integration: CRM workflow triggers pre-approved WhatsApp template messages (e.g., "Hello [Name], your order #123 has shipped! Track it here: [Link]").
Sales/Support Notifications: CRM notifies sales/support teams (via email, internal Slack, or internal Telegram group) when a hot lead with a phone number is identified, providing them with all available context from Telegram.