🌍 Overview

The client wanted a seamless integration between GHL CRM (for customer management and order forms) and IO Booking Software (for managing event bookings and rentals).

Before the integration:

• Orders and customer details had to be manually entered into both systems.
• Payment reminders, order status updates, and post-event communications were manual and error-prone.
• Businesses managing multiple subaccounts (party rentals, event planning) struggled to maintain consistency and timely communication.

I built a custom integration that automated the flow of data and enabled smart automations, resulting in:

✨ Key Business Benefits

• Automated Order Creation: Orders submitted via GHL forms automatically create a corresponding order in IO Booking Software.
• Real-Time Status Updates: When order status changes in IO (booked, delivered), the information syncs back to GHL CRM.
• Automated Payment Reminders: Based on order status, GHL sends custom reminders at 2–3 day intervals until payment is completed.
• Integrated Payment Tracking: Once paid, orders are marked as Paid in both systems.
• Customer Engagement Automation:
  • Post-delivery review messages are sent automatically.
  • Birthday or special occasion messages sent automatically.
• Custom Status Automations: Support for client-specific order statuses with custom triggers.
• Scalable for Multiple Accounts: Handles 1,000+ subaccounts, ensuring consistency across a large number of clients.

⚙️ Technical Details

My Role

Backend Developer — responsible for designing, implementing, and maintaining the integration logic, automations, and dashboard support.

Tech Stack