Close CRM: 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 ✅ How to connect Close CRM Organization to TimelinesAI (1-how-to-connect-close-crm-organization-to-timeliFew readers

• Close CRM Integration: managing connection

  To begin using the Timelines and Close CRM Integration you must first establish a connection between Close CRM and TimelinesAI. The integration uses one Organization (master) connection. Only one team member needs to set up this link; after that, WhatsApp messages from every TimelinesAI user will sync with Close CRM automatically. This guide will walk you through everything related to the TimelinesAI and ClosFew readers

Close CRM: Troubleshooting

• Close CRM: Troubleshooting

  Checking Connection Status Make sure the Close CRM connection is active and set to be ON in the Integration Settings page. Log in as a workspace owner or administrator, then open Close CRM from the main menu. If the connection is active, you’ll see its details there. For more help, see the Close CRM Integration: Managing Connection article, including reasons the connection might disconnect automFew readers