Define the workflow before the commands
For example: a new enquiry from the site is sent to the responsible person, the manager marks it as processed, the CRM saves the result. For each step, define a data source and permission check. The presence of a button in the message should not give an outsider the right to change the enquiry.
Continue with: Laravel API retries: prevent duplicate operations.
Secure event handling
The bot token is stored on the server, and the webhook is verified by an available authentication mechanism. A repeated update should not create a second enquiry or repeat the operation. Store event IDs and processing result, check authorized users and chats. Do not send more personal information to the group than is necessary for the job.
Continue with: Website leads in SalesDrive: field mapping and acceptance.
Test failures and maintenance
Test wrong command, repeat button, unavailable CRM and delete bot from chat. An error log, delivery control, and the procedure for changing access when an employee leaves are required. A ready-made module and a custom bot have a different amount of capabilities: choose according to a specific scenario, compatibility and support.
Can a bot completely replace CRM?
A CRM is not required for a simple notification. A separate accounting system is usually required for customer history, ownership, statuses and reporting.