I’m new to Make and have enrolled in Make Academy, where I’ve completed the Basic segment and have now begun the intermediate segment of the course. I’m trying to apply the knowledge that I’ve acquired thus far, to help my project along, but I’m running into dead ends, as far as how to layout the scenario to do what I need.
Here’s a synopsis of the lead distribution system that I’m attempting to build:
-A lead comes in via Gravity Forms from someone who is interested in the services of one of our professional members.
- The lead could come from anywhere, but would be sent to, let’s say, all the mobile car repair techs/mechanics in the close proximity to the requestor’s location or those who specialize in a particular type of vehicle. These pros would all receive an SMS message (Twilio) that describes the requestor’s issues, as well as the city and zip code where the requestor is located.
- The SMS message would have a ‘Buy Now’ link, where whoever is interested can purchase that lead via Stripe. The lead will only be sold once, so it is the first buyer who would get the lead.
- Once the sale is confirmed via stripe, the contact details would be sent to the buyer and the transaction is logged into the ‘Sales’ db (Google Sheet). The request status will also be marked as “Sold” (or something similar), should another tech attempt to purchase it.
I’ve so far managed to connect Gravity forms and the Service Request spreadsheet, as well as a similar scenario for the members (repair shops). I’m just not sure about which other modules to include and where to put them in the scenario, to bring this to fruition. Could someone offer some guidance with this part please? I want to build it myself, so that I can become more comfortable and proficient with the Make platform. Thanks in advance for any help with this.