Pipedrive CRM Integration

• How does the WhatsApp-Pipedrive Integration work on TimelinesAI?

  How to integrate WhatsApp with Pipedrive Register a TimelinesAI profile if you don't have it already; Connect TimelinesAI with Pipedrive, via the Pipedrive Integration section. The platform will ask you for permission access and then, we'll install our TimelinesAI Integration app into your Pipedrive workspace; You may invite your team members, so they can also connect their own Pipedrive accounts. You and your team members will beSome readers

• Checking if a message is synced to Pipedrive

  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. (https://storage.crisp.chat/users/hFew readers

• How to Integrate WhatsApp to Pipedrive through Zapier

  Synchronize WhatsApp messaging into Pipedrive (via Zapier) This integration will sync all WhatsApp messages to Pipedrive as activities of  “WhatsApp chat” type. It will match WhatsApp to contacts by their phone number. If such a number doesn't exist, the automation will create a new Person. Create Pipedrive Activity “WhatsApp Chat” Go to the "Activity Settings" of your workspace on Pipedrive (Company Settings → "Activities" tab). Create a new activity for WhatsApp messages. You cFew readers

• Pipedrive Integration: Individual Connection

  The Pipedrive Integration has two kinds of connections: The Workspace/Master Connection The Individual Connection In this article, we'll review the Individual Connection, so your team can use the Pipedrive Integration and its features. What is the Pipedrive Individual Connection? This connection is intended for the rest of your team members, so they can connect their own Pipedrive accounts (the ones that are part of your Pipedrive Organization's account) to TimelinesAI, and use theFew readers

• Pipedrive Integration: Leads and Pipelines

  The Pipedrive Integration on TimelinesAI allows you to choose whether you'd like to create new Leads or Deals, whenever you get a new WhatsApp chat. In this article, we'll go over the settings for automatic creation of leads and choose the Pipeline in which new Deals should be created. Create Leads Automatically The Pipedrive Integration will allow you to create leads automatically, whenever you get a new WhatsApp chat. To do so, you'll need to go to the Pipedrive Integration settings oFew readers

HubSpot CRM Integration

• HubSpot Workflows: Send a WhatsApp Message

  With HubSpot Workflows, you are able to created automations for your HubSpot workspace. You can send automated WhatsApp messages from HubSpot, via TimelinesAI. We'll be reviewing the process involved in creating a workflow on HubSpot, where you can send an automated WhatsApp message, based on specific triggers.Popular

• WhatsApp and HubSpot Integration: Installation Guide

  How to setup WhatsApp integration with HubSpot using TimelinesAI Sign-in into TimelinesAI or register a TimelinesAI Account if you don’t have it already; Connect your WhatsApp account to TimelinesAI by navigating to "My account" tab, within the WhatsApp section; generate and scan the QR code with your WhatsApp mobile application (works both with regular and business WhatsApp accounts); Navigate to the HubSpot Integration section (https://Some readers

Zoho CRM Integration

• TimelinesAI and Zoho CRM Integration

  You may sync new contacts from WhatsApp to Zoho CRM (and CRM Plus) through TimelinesAI-Zoho CRM Integration. How to setup the Zoho CRM Integration on TimelinesAI Things to keep in mind before integrating TimelinesAI with Zoho CRM: This integration syncs WhatsApp contacts and chats to Zoho CRM Only the workspace owner can establish the connection (Master connection) You'll see the Zoho CRM section available within the sidebar that's on the left: (https://storage.crisp.chat/userPopular

• Zoho CRM Workflow Rules: Send a WhatsApp Message

  You can create Zoho CRM Workflow Rules that will allow you to send a WhatsApp message, based on certain criteria. In this article, we'll review the process of creating a workflow to send a WhatsApp message after a new contact has been created on Zoho CRM. Tools that we'll need during this process: Step 1: GettingSome readers

• Zoho CRM Integration: Create Leads/Deals Based on New Contacts

  Creating Leads and Deals is fundamental for you to keep track of your contacts' life-time value or the overall relationship with your business. In this comprehensive article, we'll go over the process of creating Leads and Deals based on your Contacts on Zoho CRM. You'll be able to create new Leads and Deals whenever you get a new Contact created by the TimelinesAI-Zoho CRM Integration. We'll employ Zoho CRM's Workflow Rules, to create Leads and Deals.Few readers

Monday CRM Integration

• TimelinesAI and Monday CRM Integration

  If you want to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration. Integration overview: How to setup the Monday Integration Before proceeding, it's important to note that there are two ways to configure this integration, which allow it to work differently depending on your needs: Default Integration: This will be set upon establishing the connection between TimelinesAI and Monday - itPopular

• Monday CRM Integration Recipe: Send an Automated Message

  In this article, we'll go over the process of how to set up a Monday Recipe that can allow you to send automated WhatsApp messages. This recipe will send an automated message over WhatsApp, whenever an item's status on Monday gets updated. These are the requirements to effectively configure and send WhatsApp messages with this method: Have an active subscription with TimelinesAI Have enough mass-sending quotaFew readers

• Monday CRM Integration Recipe: Sync WhatsApp Messages as Board Item Updates

  This recipe will allow you to sync WhatsApp messages, including attachments, to board items on your Monday CRM. Requirements: Have an active TimelinesAI subscription A WhatsApp account connected to your TimelinesAI workspace A configured Monday CRM IntegrationFew readers

Salesforce Integration

• TimelinesAI and Salesforce Integration

  TimelinesAI allows you to integrate WhatsApp with Salesforce. Our native Salesforce Integration will sync your WhatsApp contacts on Salesforce, as well as your WhatsApp chats. You'll find more details about how you can integrate Salesforce with WhatsApp on TimelinesAI. How does the Integration Work? Whenever you get a new chat on WhatsApp, the system will sync the messages into its respective Lead on Salesforce, based on the contact's phone number and name. Chats will be synFew readers

Integrations with Make

• Make.com Integration #1: Google Sheets and WhatsApp

  If you'd like to update your Google Spreadsheet with new WhatsApp messages, then you may do so via Outbound Webhooks. In this article, we'll be using Make to create this webhook integration.Few readers

• Make.com Integration #2: Automated responses to WhatsApp chats

  If you'd like to send automated replies to an incoming WhatsApp chat, then you may do so via Make using TimelinesAI Public API and Webhooks . In the following instructions, we'll be setting up an automated response for WhatsApp messages that arrive with the keyword "pricing." Step 1: Create a New Scenario on Make To get started,Few readers

• Webhook Integration

  Webhook Integration: WhatsApp → CRM and your other systems Share this article with your developer or use Zapier to integrate your system with WhatsApp Setup TimelinesAI allows to notify an external system when a new message is received or sent to any connected WhatsApp account in a workspace. This includes WhatsApp messages sent via WhatsApp Mobile App and/or from within TimelinesAI. It’s often the case that such integration is used via some intermediary service such as Zapier, whePopular

• TimelinesAI Public API

  The Public API will allow you to send messages automatically on TimelinesAI, in response to a trigger/action from the systems that you currently use, like CRMs. Getting Started: To start working with the Public API, you'd need to access the "Integrations" section on TimelinesAI, which can be found on the left sidebar: Once there, you'll be able to proceed and generate a token, by clicking on the "GePopular

• WhatsApp and ChatGPT Integration ― Autoresponder for WhatsApp Conversations

  TimelinesAI allows you to set up a ChatGPT-powered auto-responder in your WhatsApp account without code or external automation tools! You can tailor ChatGPT response to your needs, by providing instructions in plain language in prompt field. Use the default prompt as a basis and modify it as needed. You can supply some background information on your business and instruct ChatGPT to respond differently, depending on whether it is the first message in the WhatsApp conversation. You can select whPopular

• ChatGPT Integration: Generate a WhatsApp Chat Summary on TimelinesAI

  With the ChatGPT Integration on TimelinesAI, you can generate a chat thread summary, to get a brief overview of a conversation with your contacts on WhatsApp. Requirements: Subscription to a plan with a shared inbox feature (Shared Inbox or Mass Messaging plans) OpenAI account with readily available tokens ChatGPT Integration (https://help.timelines.ai/en/articlPopular

• Native Zapier Integration

  TimelinesAI Zapier Integration allows to synchronize your WhatsApp communications with external systems (such as CRMs) and to automate messaging as a part of your business flows. With TimelinesAI, you can connect and dynamically select the WhatsApp account to be used for receiving and sending text messages, file attachments, messaging in groups, and much more. Before you start, please make sure that you are well acquainted with Zapier automation concepts: Welcome to Zapier Platform UI (https:Popular

• TimelinesAI Chrome Extension

  Our Universal WhatsApp Chrome Extension will allow you to start WhatsApp chats from any CRM and/or web page. Requirements:Few readers

• Inbound Webhook Integration

  TimelinesAI allows you to automate sending WhatsApp messages in response to events or actions in tools you're already using: CRM, Support and Recruitment systems, etc. “Send message” Event It's possible to instruct TimelinesAI to send a message (with or without file attachment) to a specific contact (or a group chat). If multiple WhatsApp accounts are connected in your workspace, it is also possible to specify a particular WhatsApp account to use for sending the message. In order to setupFew readers

• Sharing Files via Public API

  You can share files via Public API, by first uploading them to TimelinesAI. We'll go over the steps on how you can upload and use these files in your automated messages. Upload a file to TimelinesAI To upload a file to TimelinesAI, please follow these steps: Head to Integrations and then, click on the Uploaded Files tab Click on the green "Upload file" button and seleFew readers