This guide shows how to send an automatic WhatsApp message whenever a lead's status changes in Close CRM, for example, greeting new leads when they move to "Qualified" or sending a follow-up when they reach "Proposal Sent".
Example: When a Close lead moves to status "Qualified", send a WhatsApp message "Thanks for your interest! A specialist will reach out shortly."
You'll use Workflow Builder, which is bundled with your TimelinesAI subscription, and no separate automation platform is needed.
The plan includes a more generous transaction allowance than a standalone Zapier plan, and you can purchase extra credits if your volume grows.
Zapier and Make are both valid alternatives, but they're paid add-ons on top of TimelinesAI.
Make sure Close is connected to Workflow Builder first. For more information, see Close CRM Integration in Workflow Builder
Build the flow:
Open Workflow Builder at app.timelines.ai/albato/automations
Click New Automation.
Click Add Trigger and set:
App: Close
Event: Watch Leads
Connection: select your Close connection)
Click the filter icon on the trigger and add a condition so only the target status triggers the flow:
Value: insert the Status ID from the trigger output
Condition: equals
Value: The Close status ID you want to trigger on (you can find status IDs in your Close settings).
Click Add action and configure a lookup:
App: Close
Action: Search Record -find the lead (or associated contact) and pull the phone number field
Rename the step to something clear, like "Close: get contact phone")
Add a final action:
App: TimelinesAI
Action: Send a message to the phone number
Phone Number: map the phone field from the Search Record step (E.164 format).
WhatsApp account: the TimelinesAI-connected number to send from.
Text message: your message body.
Click Start to launch the flow.
Additional recommendations:
Add an error handler to every action step so the flow degrades gracefully when a lead has no phone number or a lookup fails.
Store lead phone numbers in E.164 format in Close so matching and sending stay reliable.
Run the flow on a test lead before activating it across your pipeline.
For a broader tour of Workflow Builder, see the Workflow Builder overview.