Close CRM Integration | Knowledge base

Overview

Close CRM Integration with TimelinesAI
With TimelinesAI’s Close CRM integration, you can: Auto-Create Chat as new Lead in Close CRM when new WhatsApp chat appears Sync WhatsApp messages as "WhatsApp" activities in Close CRM This guide will walk you through simple steps to successfully use all the features of the TimelinesAI and Pipedrive CRM integration. ✅ How the Integration Works ✅ Prerequisites ✅ Connecting Timelines to Pipedrive (https://help.timelines.ai/eFew readers