TimelinesAI - Whatsapp Pipedrive integration
by TimelinesAI
Nurture my leads, Communicate with leads, Automate my pipeline and data, Manage my accounts
Get insight into the communication of your sales and support team on WhatsApp at scale
TimelinesAI automatically saves WhatsApp messaging with your contacts into activities. Based on their WhatsApp number, it either adds them to an existing Pipedrive leads, person, and deal or creates new ones. You can select Pipeline to sync Deals from WhatsApp
Effortlessly sync WhatsApp contacts as leads or Persons
Customize your WhatsApp contact synchronization by choosing the ideal module for your WhatsApp chats for seamless integration.
The setup takes your team 5 minutes regardless of the size
Connect from one to dozens of WhatsApp numbers, business or individual. Add a number yourself or send invites to your managers to scan a QR code generated by the TimelinesAI app.
Preserve the contact list of your managers
TimelinesAI works with existing WA accounts. You don't have to create a new number.
Improve your sales and support on WhatsApp
An additional benefit is a shared inbox for WhatsApp. Your team can manage contacts on WhatsApp, exchange comments, use quick reply templates, import/export contacts and much more.
To a video tour of our Shared Inbox application.
Get a free 10-day trial for your team Create a TimelinesAI profile and try the integration for free for 10 days! The setup is as simple as connecting to WhatsApp Web, and the synchronization is fully automatic.
Panels
Instantly see and interact with TimelinesAI - Whatsapp Pipedrive integration as you dive into the details of your deals/contacts in Pipedrive.
Timelines Whatsapp Integration
Locations:deal detailsperson details
Pop-up windows
Tackle complex tasks in TimelinesAI - Whatsapp Pipedrive integration without leaving Pipedrive via their customized pop-up windows.
**To prevent WhatsApp chat activities from showing up on your calendar, open Pipedrive Settings>Calendar sync and uncheck the WhatsApp chat activity. **
FAQ
Can I still use WhatsApp Web/Desktop with the connected number?
Yes. TimelinesAI supports Whatsapp MultiDevice connection. It means you or your managers can connect WA to Pipedrive and still use your favorite Whatsapp tool. Messages sync automatically in real-time.
How to connect multiple WhatsApp numbers
Introducing additional WhatsApp automation (Zapier/for devs):
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