Automated Lead Sync & WhatsApp Integration

I currently collect enquiries from Meta, my website, Instagram, Email, LinkedIn and Facebook. All of them need to flow straight into my PRISM CRM without anyone touching a spreadsheet. The moment a fresh record lands in PRISM, I’d like an automatic WhatsApp message to go out so we can identify potential clients quickly.

Here is the workflow I want built and documented:

1. Capture & routing
• Pull every new lead from each source (Meta forms, web contact form, Instagram DM / Ads, Email parser, LinkedIn, Facebook) through webhooks or approved connectors.
• Map every captured field to the correct tables in PRISM, creating the contact if it does not yet exist and updating it if it does.

2. WhatsApp engagement
• As soon as a lead is created, trigger a templated WhatsApp greeting that asks qualifying questions.
• Tag replies in PRISM so that anyone marked as “Potential” is flagged for the sales team; everyone else is queued for the tele-calling team.
• If there is a reliable workaround that avoids buying a full WhatsApp Business API licence, please spell it out; otherwise show the cleanest Meta-approved route to get the API live.

3. Data enrichment & feedback loop
• Parse the WhatsApp chat (name, email, answers, tags) back into the same PRISM record automatically.
• Keep source attribution intact so we know which channel performs best.

4. Visibility & hand-off
• Provide my sales reps with a dashboard or filtered view of “Potential clients” inside PRISM.
• Give tele-callers a separate queue of “Non-potential” leads.
5. WHATSAPP API also must be full loaded if lead/client asks any questions , and also capable to communicate in hindi , englisg and punjabi as per client choice
6 also can forward and share our cataloges , brouchers to lead/client
Deliverables
• Fully configured integrations or middleware scripts (Zapier, Make, custom Node/Python—your call as long as it’s stable).
• Tested WhatsApp template(s) approved and firing from live numbers.
• Field-mapping document plus step-by-step deployment guide I can reuse if a new channel is added.
• Short training call or video so the team sees the flow end-to-end.

Acceptance criteria
The solution is considered complete when a brand-new Meta form submission appears in PRISM within 60 seconds, the WhatsApp template reaches that lead automatically, and the response tags the record as “Potential” or “Non-potential” without manual effort.

Let me know the stack you prefer and the estimated timeline for each milestone so we can move forward.