WhatsApp API Integration and Real Estate CRM Automation
Budget / Salary₹1,500–12,500
TypeFreelance project
LocationRemote
Posted55 minutes ago
**Project Title: WhatsApp Coexistence Setup + AI CRM Automation for Real Estate**
I need an experienced developer to connect my existing WhatsApp Business number to the WhatsApp Cloud API and build a simple real estate lead-management workflow.
**Essential requirement**
I must continue using the **WhatsApp Business mobile app and Cloud API on the same number through official Meta Coexistence / Embedded Signup**. I do not want to disconnect or deregister my existing mobile app account.
**Phase 1 — Coexistence and API setup**
This is the first priority and should be quoted as a separate milestone.
* Assess eligibility and configure Embedded Signup for an existing WhatsApp Business app number.
* Help diagnose existing Meta account restrictions and guide the official resolution process.
* Complete Coexistence onboarding while preserving mobile app access.
* Configure API credentials and retrieve the WABA ID and Phone Number ID.
* Set up and test webhooks for incoming messages and manual messages sent from the mobile app, including `messages` and `smb_message_echoes`.
* Demonstrate that both manual mobile messaging and API messaging work.
Current status: Business Verification is approved, App Review is pending, and Embedded Signup Builder is available. The dashboard also displays an Integrity restriction stating that the business is blocked. Please account for this dependency; Meta approval cannot be guaranteed.
**Phase 2 — CRM and AI automation**
Leads come from Facebook/Instagram home-tour ads and message me on WhatsApp.
The system should capture the lead’s name, phone number, incoming message, and available ad referral information. Use the ad/source ID to match the lead to the correct property through a maintained mapping.
The CRM needs four stages:
1. **CALL TODAY:** New leads enter automatically. AI immediately provides relevant property details, photos/brochures, and basic answers using information I supply. I personally call the lead later.
2. **TRANSFER TO WB:** I manually move serious leads here. AI stops completely and pending follow-ups are cancelled.
3. **DIDN’T PICK UP:** I manually move unanswered calls here. Start three configurable follow-up attempts. If the lead replies, stop the sequence, move them to CALL TODAY, and notify me. If there is no response after all attempts, move them to BROADCAST LIST.
4. **BROADCAST LIST:** Send approximately one property/deal update per week to eligible, opted-in contacts, with opt-out handling and approved templates where required.
**Manual takeover is essential:** When I send a message from the WhatsApp Business mobile app, automatically pause AI and cancel pending automation for that lead. A new incoming message must not override a manual pause without an explicit resume action.
**Technical expectations**
* Enforce stages, pauses, and follow-up rules in backend logic.
* Respect WhatsApp messaging windows, template requirements, and consent.
* Prevent duplicate replies and duplicate scheduled messages.
* Store credentials securely on the server.
* Provide a simple interface to change stages and manage property/ad mappings.
* Deliver source code, deployment instructions, and a handover walkthrough.
* Use accounts I own and clearly disclose recurring costs.
**Please include in your proposal**
* Examples of completed WhatsApp **Coexistence** integrations.
* Your approach to the current Meta restriction and pending review.
* Recommended technology stack and estimated monthly operating cost.
* Separate fixed-price quotes and timelines for Phase 1 and Phase 2.
* Required access and dependencies.
Phase 1 must be demonstrated successfully before proceeding with the full CRM build.
I need an experienced developer to connect my existing WhatsApp Business number to the WhatsApp Cloud API and build a simple real estate lead-management workflow.
**Essential requirement**
I must continue using the **WhatsApp Business mobile app and Cloud API on the same number through official Meta Coexistence / Embedded Signup**. I do not want to disconnect or deregister my existing mobile app account.
**Phase 1 — Coexistence and API setup**
This is the first priority and should be quoted as a separate milestone.
* Assess eligibility and configure Embedded Signup for an existing WhatsApp Business app number.
* Help diagnose existing Meta account restrictions and guide the official resolution process.
* Complete Coexistence onboarding while preserving mobile app access.
* Configure API credentials and retrieve the WABA ID and Phone Number ID.
* Set up and test webhooks for incoming messages and manual messages sent from the mobile app, including `messages` and `smb_message_echoes`.
* Demonstrate that both manual mobile messaging and API messaging work.
Current status: Business Verification is approved, App Review is pending, and Embedded Signup Builder is available. The dashboard also displays an Integrity restriction stating that the business is blocked. Please account for this dependency; Meta approval cannot be guaranteed.
**Phase 2 — CRM and AI automation**
Leads come from Facebook/Instagram home-tour ads and message me on WhatsApp.
The system should capture the lead’s name, phone number, incoming message, and available ad referral information. Use the ad/source ID to match the lead to the correct property through a maintained mapping.
The CRM needs four stages:
1. **CALL TODAY:** New leads enter automatically. AI immediately provides relevant property details, photos/brochures, and basic answers using information I supply. I personally call the lead later.
2. **TRANSFER TO WB:** I manually move serious leads here. AI stops completely and pending follow-ups are cancelled.
3. **DIDN’T PICK UP:** I manually move unanswered calls here. Start three configurable follow-up attempts. If the lead replies, stop the sequence, move them to CALL TODAY, and notify me. If there is no response after all attempts, move them to BROADCAST LIST.
4. **BROADCAST LIST:** Send approximately one property/deal update per week to eligible, opted-in contacts, with opt-out handling and approved templates where required.
**Manual takeover is essential:** When I send a message from the WhatsApp Business mobile app, automatically pause AI and cancel pending automation for that lead. A new incoming message must not override a manual pause without an explicit resume action.
**Technical expectations**
* Enforce stages, pauses, and follow-up rules in backend logic.
* Respect WhatsApp messaging windows, template requirements, and consent.
* Prevent duplicate replies and duplicate scheduled messages.
* Store credentials securely on the server.
* Provide a simple interface to change stages and manage property/ad mappings.
* Deliver source code, deployment instructions, and a handover walkthrough.
* Use accounts I own and clearly disclose recurring costs.
**Please include in your proposal**
* Examples of completed WhatsApp **Coexistence** integrations.
* Your approach to the current Meta restriction and pending review.
* Recommended technology stack and estimated monthly operating cost.
* Separate fixed-price quotes and timelines for Phase 1 and Phase 2.
* Required access and dependencies.
Phase 1 must be demonstrated successfully before proceeding with the full CRM build.
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