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I want every lead that lands in WATI to appear—instantly—in our shared Excel file on the network drive. The same sheet must stay completely in-sync with WATI from that moment on: new messages, replies, tags, status changes, updated contact details, even the full conversation history should flow in automatically without anyone exporting or copying data by hand. Here is the core flow I need built and deployed: • Detect each new contact or message event in WATI (we rely on WATI as our main CRM layer, though we also keep a separate CRM instance). • Push or update the matching row in the shared Excel workbook in real time so the team can open the file at any moment and see a live, chronological record of every interaction. • Keep two-way integrity: if a lead’s details change inside WATI, the Excel sheet shows it right away; if a brand-new WhatsApp thread starts, the sheet gains a fresh row with all meta-data populated. I’m open to the most reliable route, whether that’s WATI webhooks + a small Python/Node script, Zapier/Make scenarios, Power Automate, or another integration platform you recommend. What matters is: 1. Zero manual steps after launch. 2. No broken links to the shared network location for the Excel file. 3. Clear deployment documentation so we can maintain the setup internally. 4. A brief walk-through once it’s live. Let me know which tools you would use, how you’ll structure the real-time sync, and the timeline you’d need to get us from concept to a fully tested, hands-off solution.
Project ID: 40510008
14 proposals
Remote project
Active 57 yrs ago
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