Automated order flow, two-way status updates, and smart communication workflows between GHL CRM and IO Booking Software.
The client needed 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 struggled to maintain consistency and timely communication.
I built a custom integration that automated the entire data flow and enabled smart communication automations throughout the customer lifecycle.
Backend Developer — designed, implemented, and maintained the integration logic, automations, and internal monitoring dashboard.
Order & Customer Sync
Orders submitted in GHL CRM automatically create a corresponding order in IO Booking Software. Customer matching by phone number or email prevents duplicates. All relevant fields synced: order date, delivery date, and order details.
Two-Way Status Updates
Order status changes in IO (delivered, booked) automatically update GHL. Custom automations trigger based on status, such as payment reminders and post-delivery review requests.
Automated Messaging & Payments
Configurable reminder intervals (2–3 days) for pending payments. Automated marking of paid orders in both systems. Post-event review messages and birthday or special occasion messages sent automatically.
Custom Automation Support
Clients can define custom order statuses. Custom automations trigger messaging or workflow steps based on these statuses.
Scalability
Background workers handle 1,000+ subaccounts simultaneously. Retry mechanisms ensure failed syncs or message deliveries are automatically retried. Internal dashboard for monitoring sync status, failed tasks, and automation triggers.