Checking Connection Status

Make sure the Close CRM connection is active and set to be ON in the Integration Settings page. Log in as a workspace owner or administrator, then open Close CRM from the main menu. If the connection is active, you’ll see its details there. For more help, see the Close CRM Integration: Managing Connection article, including reasons the connection might disconnect automatically.

Checking Message Sync Log. in TimelinesAI

1. Open the chat in TimelinesAI where a WhatsApp message should have triggered certain activity in Close CRM
2. Mouse hover the message and click "...", then click "Sync Log"
3. Search for Close CRM-related entries in the log.

• Some log entries will include direct links to Close CRM records where a message triggered an action (e.g., new lead credited or message synced as activit). Be sure to click on any clickable links and verify where they lead
• Some items will include detailed error information or other useful data that can help the TimelinesAI team troubleshoot issues more effectively. Be sure to review these details when diagnosing problems and providing them to TimelinesAI Support

Updated on: 07/08/2025