CRMs
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/userSome readersWhatsApp and HubSpot Integration on TimelinesAI
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 readersHow 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 readersTimelinesAI 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 readersHubSpot Integration: WhatsApp Chat View
The HubSpot Integration that TimelinesAI provides will allow you to send WhatsApp messages from Deals and Contacts. In this article, we'll talk about this feature and how you and your team can effectively configure and use it.
Getting Started: HubSpot Integration on TimelinesAI
First, you must connect TimelinesAI with HubSpot. This integration must be done by a TimelinesAI workspace Owner or an Admin who is also an admin user in your HubSpot organization with at least the following pFew readersPipedrive Integration with TimelinesAI
The WhatsApp-Pipedrive integration with TimelinesAI simplifies communication by syncing WhatsApp messages from TimelinesAI directly into your Pipedrive workspace.
With this integration, you can start new WhatsApp chats and send messages directly from your Pipedrive workspace. It also keeps your CRM updated by automatically creating Contacts and Deals or Leads when a new chat is started, ensuring seamless tracking and organization.
This guide explains how to set up and use the WhatsApp-PipeFew readers