Pipedrive: Overview
Pipedrive Integration with TimelinesAI
With TimelinesAI’s Pipedrive CRM integration, you can: Auto-add a contact in Pipedrive when new WhatsApp chat appears Sync WhatsApp messages as activities in Pipedrive Start, read and continue WhatsApp chats via Live WhatsApp Chat view from contact or deal details page at Pipedrive Send WhatsApp messages using pre-defined templates (2-sending-whatsapp-templates-from-pipedriveSome readersPipedrive Integration: managing connection/s
To begin with the Timelines and Pipedrive integration, you must establish a connection between Pipedrive and TimelinesAI. TimelinesAI Pipedrive Integration has two kinds of connections: The Organization ( Master) Connection: required for any Pipedrive Integration Feature. The Personal ( Individual) Connection: requireFew readers
Pipedrive: Features
Pipedrive CRM Live WhatsApp Chat View
Pipedrive CRM Live WhatsApp Chat View helps you see and manage WhatsApp messages directly inside Pipedrive CRM using TimelinesAI. With this, you can chat with customers in real-time, send attachments, track message statuses, and more—all without leaving Pipedrive CRM. This guide explains how to use the WhatsApp-Pipedrive integration to manage WhatsApp messages for contacts and deals. ✅ Pre-Requisites ✅ How Does It Work? ✅ Features in the PipedriveFew readersTimelinesAI and Pipedrive Integration: How to Pin Deals to Chats
“Pinned Deals” lets you pick one deal in Pipedrive and tell TimelinesAI, “Always sync WhatsApp messages from this chat here.” Once you pin the deal, every new message from that chat goes straight into that deal for as long as the deal still exists at Pipedrive.Few readers