Required stack
필요 기술
CRMEmail MarketingBrevoMailchimpWhatsApp Business APIAPI IntegrationWebhooksAutomationZapierMake
Project brief
프로젝트 내용
I use Sembark as my lead management platform and I want every new record, as well as any lead that later moves to the “Cancelled” or “Drop” status, to trigger a sequence of automated communications. Concretely, the moment the event occurs I need two things to happen in parallel:
1. An email is dispatched. For ongoing nurturing I am happy to work with either Brevo or Mailchimp, so please wire the workflow to whichever platform suits the integration best—or even build logic that can switch between the two.
2. A WhatsApp message is sent to the same lead, using an approved WhatsApp Business solution.
The flow should work both for brand-new leads and for status changes, with easy-to-adjust templates so I can refine messaging without touching code. I expect full end-to-end setup, API or webhook connections from Sembark, tested delivery of email and WhatsApp messages, and a brief hand-off guide showing where to edit copy and pause or resume the automation.
Deliverables:
• Live, tested automation connecting Sembark → Brevo/Mailchimp → WhatsApp
• Template placeholders I can update myself
• Short set-up & maintenance document
I am looking for a clean, reliable solution—whether you prefer Zapier, Make, direct API work, or another method—so long as it runs unattended and logs basic success/failure data for troubleshooting.
1. An email is dispatched. For ongoing nurturing I am happy to work with either Brevo or Mailchimp, so please wire the workflow to whichever platform suits the integration best—or even build logic that can switch between the two.
2. A WhatsApp message is sent to the same lead, using an approved WhatsApp Business solution.
The flow should work both for brand-new leads and for status changes, with easy-to-adjust templates so I can refine messaging without touching code. I expect full end-to-end setup, API or webhook connections from Sembark, tested delivery of email and WhatsApp messages, and a brief hand-off guide showing where to edit copy and pause or resume the automation.
Deliverables:
• Live, tested automation connecting Sembark → Brevo/Mailchimp → WhatsApp
• Template placeholders I can update myself
• Short set-up & maintenance document
I am looking for a clean, reliable solution—whether you prefer Zapier, Make, direct API work, or another method—so long as it runs unattended and logs basic success/failure data for troubleshooting.