TimelinesAI - Whatsapp Pipedrive integration
interactive features

TimelinesAI - Whatsapp Pipedrive integration

by TimelinesAI

interactive features
interactive features

Connect multiple WhatsApp numbers to Pipedrive CRM. Automatically sync WhatsApp messages with your clients to Pipedrive leads, contacts, and deals.

Nurture my leads, Communicate with leads, Automate my pipeline and data, Manage my accounts

App screenshot
App screenshot
App screenshot
App screenshot

Description

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.

Features

Panels

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

Pop-up windows

Tackle complex tasks in TimelinesAI - Whatsapp Pipedrive integration without leaving Pipedrive via their customized pop-up windows.

Installation instructions

  1. Click the "Install" button on the TimelinesAI marketplace listing. You will be redirected to register a profile on TimelinesAI. To confirm granting access to your Pipedrive company and corresponding permissions, make sure you are granted admin rights in Pipedrive.
  2. Register a TimelinesAI profile. You'll get a 10-day free trial to test the service with your team.
  3. Connect WhatsApp account to TimelinesAI. To do that, open the WhatsApp app on your mobile phone, open linked devices and link your device by scanning a QR code. Or invite your team to TimelinesAI to do the same. Our app can support hundreds of WA accounts at once!

**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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4,5

700+ installs
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