Automate Lead & Email Process for Medical Tourism Company (CRM + WhatsApp + Email Integration)

Customer: AI | Published: 11.11.2025

We are a medical tourism company based in India named Cikitsa India. 99% of our patients are from Bangladesh. We currently generate leads from Facebook Ads, communicate on WhatsApp, and manually send patient documents (passport + medical reports) to multiple hospitals (Apollo, Manipal, etc.) via email. We want to automate this entire workflow. Automation goals: 1. Facebook leads should automatically go to our CRM. 2. Send auto WhatsApp message to patient for document upload. 3. Auto-create folder for each patient on Google Drive. 4. When documents are uploaded, automatically send customized email with attachments to multiple hospitals (TO/CC editable). 5. CRM should track patient’s hospital selection & status. Preferred tools: - Zoho CRM / HubSpot / Freshsales - Zapier or Make (Integromat) - WhatsApp API (Wati.io / Twilio) - Google Drive / Gmail Integration We are looking for a freelancer who: - Has previous experience automating CRMs and workflows - Can complete within a reasonable budget - Will provide documentation & short training Please share: - Your previous similar project - Suggested tech stack - Estimated cost and time -