Woo & CRM integration for a birthday reminder system with multiple Birthdays
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Hello everyone,
I’m looking for a solution or advice on how to create an integrated system for my WooCommerce site and possibly a CRM (e.g., Bitrix24 or Zoho CRM) to manage event reminders for customers.
The goal is to allow customers to create, edit, and delete multiple reminders for birthdays, anniversaries, and other special occasions directly from their accounts on my website.Here’s a summary of the desired functionality:
- Customers should be able to add multiple reminders for various events, with each reminder having a date, event type, recipient’s name, and optional details such as recipient’s interests, age, and location.
- The reminder data should be synchronized with my CRM, with each reminder being associated with the corresponding customer.
- The system should notify customers via email when a reminder is approaching, and suggest product ideas based on the recipient’s interests, age, and location.
Ideally, the solution should work with free or low-cost tools, as I’m a small business owner.
I’m wondering if anyone here has already built a similar system or can provide guidance on the best way to achieve this. I’m open to customizing WooCommerce and using a CRM’s API if needed, but I’m not sure how to integrate everything seamlessly.
Any advice, resources, or examples would be greatly appreciated. Thank you in advance for your help!
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