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AI Client & Lead Automation | AI Office

Lead & Booking Automation — Contact Form 7 → Google Sheets → Telegram → Google Calendar

Lead & Booking Automation — Contact Form 7 → Google Sheets → Telegram → Google Calendar

$ 150,00

Basic functionality – plugin Contact Form 7 by Rock Lobster Inc

Contact form ⟶ new row in Google Sheets ⟶ Push notification in Telegram ⟶ event in Google Calendar

The client fills out the contact form ⟶ the automation saves all form data to Google Sheets ⟶ sends a notification to Telegram ⟶ creates an event in Google Calendar. The form fields are flexibly customized individually for the business format. All requests are in one file and in Google Calendar.

The basic package includes:

  • installation and configuration of the fields of the Contact Form 7 plugin
  • text fields
  • dates
  • dropdown selection field
  • checkboxes
  • fields for email and phone, the ability to attach a file
  • automatic saving of bookings to Google Sheets
  • event creation in Google Calendar
  • Telegram notifications about new requests
  • separate client database with contacts (optional)

Additional terms:

Testing period:

3 business days

Additional payments:

One-time payment. No additional payments.

Transfer of code and/or architecture:

The code is handed over to the client.

Technical support:

Not required, not provided

Category:

Description

Online booking form

Depending on the business area, format, and scale, the form is flexibly customizable:

  • Fields can be of different types: text, email, phone, date, checkbox, number, date; 
  • All fields can be adapted to the business format: with minimal effort, the client provides the maximum necessary information for assessing the service. 
  • The form information goes to email and is added as a row in Google Sheets.
  • An event is added to Google Calendar and a notification is sent to Telegram.   

Google Sheets

All requests are automatically added to Google Sheets with all details:

  • client name
  • phone
  • email
  • service
  • date
  • time
  • comment
  • booking ID

If needed, a separate client sheet with a contact database is created.

Telegram notifications

The Telegram bot sends a push notification immediately after a request is placed. 

  • All requests from all specialists can appear in a Telegram channel for the administrator;
  • The administrator can notify staff in this channel. 
  • A separate bot can be set up for each specialist to notify them about their requests. 

The price of this package includes a Telegram channel for the administrator

Google Calendar

All requests from all staff are reflected in Google Calendar. 

  • The administrator sees all bookings of all specialists. 
  • When the administrator confirms requests, it is convenient to plan and distribute the workload. 

 

Interactive module demo: