CRM + Lead Flow Automation (WordPress CF7, Facebook Lead Ads, Calendar booking, Dialer/SMS)

CRM + Lead Flow Automation (WordPress CF7, Facebook Lead Ads, Calendar booking, Dialer/SMS)

CRM + Lead Flow Automation (WordPress CF7, Facebook Lead Ads, Calendar booking, Dialer/SMS)

Upwork

Upwork

Remote

12 hours ago

No application

About

Summary Set up an end-to-end lead pipeline: Sources: WordPress (Contact Form 7) and Facebook Lead Ads Destination: CRM (you recommend) Nice to have: booking via Calendly/Cal.com with SMS reminders Telephony: dialer + 2-way SMS inside the CRM; calls/SMS auto-logged, recorded, transcribed, and exportable Routing: assign to 1 rep now; scalable rules for multiple reps later Nurture: simple email/SMS follow-ups Deliverables Blueprint (diagram + tools choice + field/UTM map) Implementation: CF7→CRM, FB Leads→CRM (real-time), scheduler hookup, lead routing, dialer/SMS integration with logging & export, basic nurture, and quick dashboards. Docs: how-to + export steps. Must-Have Experience HubSpot / Close / Pipedrive / GoHighLevel (any of these) Facebook Lead Ads integrations (native/webhooks/Zapier/Make) WordPress CF7 (hidden fields, UTM capture, spam controls) Dialer/SMS platforms (JustCall/Kixie/CloudTalk/Aircall/Twilio/Telnyx) with recording + transcript export Calendly/Cal.com + reminder flows What to include (keep it brief) Your recommended stack and why 2 similar projects (links or 1–2 lines each) Fixed price for Blueprint and Implementation, plus expected tool costs