Video Tutorial: TimelinesAI and Pipedrive Integration
In this article, you'll find all of the relevant video tutorials to configure the Pipedrive Integration on TimelinesAI. You may refer to the specific points listed below the videos along with their timestamps.
📌 Getting Started
(00:00)
Q: What is this video about? (00:00)
A: It’s an overview of how to connect TimelinesAI with Pipedrive and the benefits of syncing WhatsApp conversations into your CRM.
(00:05)
Q: What does the TimelinesAI and Pipedrive integration do?
A: It syncs WhatsApp messages directly into Pipedrive so sales and support teams can track client communication inside their CRM.
(00:24)
Q: What do I need before setting up the integration?
A: You’ll need access to both a TimelinesAI account and a Pipedrive account with the correct permissions.
(01:10)
Q: Why is email matching important?
A: The email addresses used in TimelinesAI and Pipedrive must match to ensure proper syncing of messages and contacts.
(01:37)
Q: Do I need to connect WhatsApp before setting up?
A: Yes, you must confirm that your WhatsApp number is connected to TimelinesAI before proceeding with integration.
🔄 Syncing Features
(02:11)
Q: What data does the integration sync between platforms?
A: It syncs WhatsApp conversations, contacts, and group messages into Pipedrive, linking them with the right deals or leads.
(02:40)
Q: Do I need to log into both tools?
A: Yes, you need to be signed into TimelinesAI and Pipedrive to enable the integration.
(03:04)
Q: Where do I find the Pipedrive integration?
A: You can access it from within the TimelinesAI dashboard under the integrations section.
(03:24)
Q: What changes after installing the integration?
A: You’ll see WhatsApp messages logged in Pipedrive as notes on contacts, leads, or deals.
(03:46)
Q: Do I need special permissions?
A: Yes, only a Pipedrive admin can install and configure the integration.
⚙️ Installation & Configuration
(04:04)
Q: How do I install the Pipedrive app?
A: By following the installation steps within the TimelinesAI dashboard, which guide you through connecting accounts.
(04:44)
Q: How do I know the app is installed?
A: Once installed, you’ll see a confirmation and can adjust configuration options to fit your workflow.
(05:01)
Q: Does the system create new contacts automatically?
A: Yes, new WhatsApp chats can be automatically added as new contacts in Pipedrive.
(05:58)
Q: Can I add contacts manually instead?
A: Absolutely, you can manually assign WhatsApp chats to contacts if needed.
👥 Groups & Conversations
(06:32)
Q: Can I sync WhatsApp group chats too?
A: Yes, group messages can also be imported into Pipedrive.
(07:30)
Q: How are group chats synced?
A: They can be synced automatically using the JD option in the settings.
(08:18)
Q: Can I set up groups manually?
A: Yes, if preferred, you can manually configure group syncing.
📂 Managing New & Existing Chats
(08:23)
Q: What happens when a new chat starts?
A: You can define whether to create a new lead, a new deal, or take no action.
(08:51)
Q: What are the options for new chats?
A: You can link them to a new deal, a new lead, or simply not assign them.
(09:34)
Q: What if a client sends messages after a deal is closed?
A: You can choose whether those messages are logged or ignored.
✅ Testing & Team Setup
(10:35)
Q: How do I test if the integration works?
A: By sending a WhatsApp message and checking if it appears in Pipedrive.
(11:36)
Q: What is the master connection?
A: It’s the main connection that links TimelinesAI to Pipedrive, controlling how data flows.
(12:33)
Q: Can team members use the integration?
A: Yes, they can, as long as they’re added and granted the correct permissions.
🎯 Wrap-Up
(13:16)
Q: What are the next steps after setup?
A: Review your settings, test with a few real conversations, and start managing WhatsApp inside Pipedrive seamlessly.
You may continue with the next section within this article so you can learn more about this integration.
👉 This FAQ is based on the full video walkthrough. If you’d like to jump to a specific timestamp, you can find each answer directly in the video for step-by-step guidance.🔄 General Sync & Setup
(00:56)
Q: What is the “JID” and why is it important?
A: The JID is an identifier mainly used for group chats. You can add it as a “phone other” field in Pipedrive to properly sync group conversations.
📋 Sync Logs & Profiles
(01:23)
Q: What is the Sync Log and how do I use it?
A: The Sync Log records all details about a contact’s activity on TimelinesAI. By clicking on the log, you can view the associated person profile, deal, or lead.
(02:20)
Q: What details are synchronized to the person profile on Pipedrive?
A: The contact’s phone number (in full international format), their WhatsApp messages, and attachments.
(03:02)
Q: How are messages displayed in Pipedrive?
A: Chats appear as activities under the Person or Deal, grouped by 24-hour time windows for easier tracking.
📎 Attachments & Media
(03:31)
Q: Can attachments be synchronized?
A: Yes. Files like images sent via WhatsApp are synced into Pipedrive and appear as attachments under the activity.
(04:46)
Q: Are voice notes supported?
A: Yes. Voice notes are synced as audio attachments, making them accessible in Pipedrive even though they cannot be played like in WhatsApp.
💬 Messaging Tools in Pipedrive
(05:27)
Q: What is the Live WhatsApp Chat?
A: It’s a real-time chat window inside Pipedrive that lets you continue conversations, send attachments, emojis, and use templates without leaving the CRM.
(07:00)
Q: What if multiple team members use the same WhatsApp account?
A: Messages are tagged with the specific TimelinesAI user who sent them, so you can track activity across shared accounts.
(08:14)
Q: Can team members access these features?
A: Yes, but each team member must connect their own Pipedrive account with their TimelinesAI user account.
(08:45)
Q: What is the difference between “Send WhatsApp Message” and “Live Chat”?
A: “Send WhatsApp Message” is for one-time messages with optional attachments, while “Live Chat” allows ongoing, real-time conversations.
(09:32)
Q: Can I send WhatsApp templates from Pipedrive?
A: Yes, templates synchronized from TimelinesAI are available in both the Live Chat and Send Template options.
📂 Message Organization
(10:27)
Q: How are conversations organized in Pipedrive?
A: Messages are grouped into daily activities. For example, all messages from June 20 will appear in one activity, and June 21 will start a new activity.
(11:17)
Q: Are leads supported the same way as deals?
A: Chats are synced to leads just like deals, but the integration panel is not visible in the leads section. To send a message to a lead, open the linked person profile.
👥 Group Chats
(12:19)
Q: How are WhatsApp group chats synchronized?
A: Group chats are synced as person profiles with the J ID saved in the “phone other” field. This prevents confusion with other groups.
(13:38)
Q: Can I continue conversations with group chats in Pipedrive?
A: Yes, you can use the Live WhatsApp Chat to send messages, attachments, emojis, and templates to groups.
(14:32)
Q: What should I avoid when setting up group chats?
A: Do not overwrite the “phone other” field — it must remain free so the J ID can be inserted and sync works properly.
🆘 Support
(15:01)
Q: How can I get help if I face issues with the integration?
A: Use the chat bubble in TimelinesAI (bottom-right corner) to contact the support team. They can assist with setup, troubleshooting, or special configuration requests.
Updated on: 09/09/2025
Thank you!