Syncing messages to Pipedrive
TimelinesAI automatically synchronizes messages with your contacts on Pipedrive. If there is a Deal associated to a Person on Pipedrive, WhatsApp messages will display in the Deal’s feed as well.
If there is no Deal associated to a Person, it will be created automatically – it is a custom option that can be disabled in the Pipedrive Integration Settings on TimelinesAI.
See all communication from a newly contacted person, within a Deal
If there is a new contact messaging you on TimelinesAI, they will be synchronized to your Pipedrive. That contact will create a Deal in your Pipedrive with the number instead of the name.
Automatically rename contacts on Pipedrive
If you rename a contact on WhatsApp and TimelinesAI, it will be automatically renamed on Pipedrive. However, to trigger this action, that contact should send or receive a message from your WhatsApp number connected to Timelines.
See the history of changes to the Pipedrive Person on a TimelinesAI chat
It's possible to check changes made to a Person on Pipedrive, by reviewing the chat on TimelinesAI.
You can review the history of changes made to a Person by following the steps below:
Open the chat you want to review on TimelinesAI
Hover your cursor over a message and click on the three-dot icon "⋯" that will show up above the message
Select Pipedrive Log from the drop-down
A window will pop up with the entire history
