TimelinesAI Automations
Customer.io Campaign Workflow  | Pipedrive Workflows Automation  | HubSpot Workflows  | Monday Automations ( native)  |
|---|---|---|---|
CRM software systems often come with their own integrated native automation systems.
Learn how TimelinesAI can improve your business processes when used within such systems:
| Customer.io Campaign Workflow | Send automated WA follow up messages |
| HubSpot Workflows | Send WA message when {$XXX} happens |
| Pipedrive Workflows Automation | Mark "New WA message" activity as To-Do |
| Re-open a “lost” deal when new WA message is received | |
| Disable visibility of new deals for team members | |
| Change deals/leads title | |
| Custom field with a direct link to WA chat | |
| Monday Automations | Create items in Monday.com board for new WA chats |
Special automation software such as Make.com or Zapier.com allows you to create, build, and automate workflows that are limited only by your imagination.
Learn how to use TimelinesAI within such workflows below:
| Make.com | Zapier | |
|---|---|---|
| Bitrix24 CRM: create a new contact at Bitrix24 CRM when new WhatsApp Message is received | View | n/a |
| Bitrix24 CRM: synchronize new incoming WhatsApp messages into task comments | View | n/a |
| Monday.com: send automatic WhatsApp messages | n/a | View |
| Monday.com: sync WhatsApp messages as updates for board items | View | n/a |
| Labels/HubSpot: add labels to chats in TimelinesAI depending on who is the owner of the contact at HubSpot | n/a | View |
| Labels: how to add labels to TimelinesAI chats from Google Sheets data | n/a | View |
| ChatGPT: enable/disable automatically | View | n/a |
| Notify: in Slack Channel, when you receive a new WA message | n/a | View |
| Notify: your contact in WhatsApp, when they book a new Calendly event. | n/a | View |
Updated on: 21/02/2024
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