🌍 Overview
The client needed a unified messaging system across GHL CRM and IO Booking Software.
Challenges before this project:
- Customers already owned phone numbers from IO and didn’t want to purchase new ones from Twilio or LeadConnector.
- Messages were siloed between GHL and IO, making it difficult for sales and booking teams to coordinate.
- CRM automations for sending offers or updates could not leverage IO messages.
I built a custom conversation provider that:
- Syncs messages between GHL and IO in real-time
- Marks messages as read in both systems when one system marks it as read
- Supports CRM automation workflows to send offer messages
- Enables booking teams and sales teams to collaborate seamlessly
- Handles millions of messages per day, ensuring reliability at scale
✨ Key Business Benefits
- Unified Communication: Sales and booking teams see all messages in both systems.
- Cost Savings: No need to purchase new phone numbers from third-party providers.
- Automation-Ready: CRM automations now fully work with synced messages.
- High Scalability: Supports millions of messages per day for large client bases.
- Improved Coordination: Sales and booking teams can act faster and more accurately.
⚙️ Technical Details