We’ve recently been developing CRM automation workflows using a fully serverless architecture, primarily AWS Lambda combined with Step Functions. The goal is to streamline and scale common sales and marketing tasks like AI-based lead scoring, automated email or SMS follow-ups, and centralized logging of customer interactions. This setup has been incredibly efficient in terms of cost and scalability, but we’ve faced real challenges around managing asynchronous steps, retries, and third-party API rate limits. Serverless orchestration tools like Step Functions have helped, but there’s still nuance in handling state and error recovery gracefully. I’m curious if others here have built similar CRM or marketing automation solutions using serverless frameworks. What design patterns or services have worked well for you—especially when integrating with AI models or external CRMs? I put together a quick post detailing our architecture and some lessons learned here: Know More. I’d love to hear how others are solving similar problems in this space.
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