Integrations - CRM
CRM integrations including Close, HubSpot, Monday, Pipedrive, and Zoho
56 articles
Message sent from Pipedrive doesn't show up in Pipedrive feed
Pipedrive Integration: managing connection/s
Video Tutorial: TimelinesAI and Pipedrive Integration
Pipedrive Deals and Persons: Data Sync Troubleshooting
WhatsApp and Zapier Automation #1: Send a WhatsApp message when new Deal is created on Pipedrive
Workflow Builder: Pipedrive - send automated message when deal moves to certain stage
Checking if a message is synced to Pipedrive
Pipedrive & Zapier: sending automatic WhatsApp messages
How to disable syncing personal contacts to PipeDrive
Sending WhatsApp Templates from Pipedrive
How to Integrate WhatsApp to Pipedrive through Zapier
Pipedrive Integration: Leads and Pipelines
Pipedrive Automations: change default deal/lead titles
TimelinesAI and Pipedrive Integration: How to Pin Deals to Chats
Unable to Connect your Pipedrive Account with TimelinesAI
WhatsApp and Zapier Automation #2: Send a WhatsApp message when a new Deal stage is changed in Pipedrive
Disable WhatsApp Messages from Creating an Activity in your Pipedrive Calendar
Pipedrive Automations: Mark "New WhatsApp messages" activity as "To-do" activity in Pipedrive
Send WA Message to New Pipedrive Deals/Leads
Pipedrive Integration with TimelinesAI: v1
How to send a WhatsApp message when a deal stage is updated In Pipedrive
Zapier Automation #2: HubSpot and WhatsApp
HubSpot Workflows: Custom Actions Troubleshooting
Video Tutorial: TimelinesAI and HubSpot Integration
Send new WhatsApp message to a contact when they get involved in any Hubspot event
How to Turn On Filters to see the HubSpot Integration
WhatsApp and HubSpot Integration on TimelinesAI
HubSpot & Zapier: add labels to chats in TimelinesAI depending on who is the owner of the contact at HubSpot
HubSpot Workflows: Send a WhatsApp Message
HubSpot Integration Troubleshooting
Issue with HubSpot Phone Number Search: How to Avoid Problems
HubSpot Integration: WhatsApp Chat View
WhatsApp and Zapier Automation #9: Send a WhatsApp Message When a New Deal is Created in HubSpot
Monday CRM Integration Template: Send an Automated Message
Find and Update Items on the Current Monday.com Board for New WhatsApp Messages
Create items in Monday.com Board for New Outgoing WhatsApp chat
Monday CRM Live WhatsApp Chat View
Send WhatsApp Messages When Status Changes on the Monday.com Board
Monday.com: sync WhatsApp messages as updates for board items
TimelinesAI and Monday Integration: Troubleshooting
Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
TimelinesAI and Monday CRM Integration
Monday.com & Zapier: sending automatic WhatsApp messages
Create items in Monday.com board for new incoming WhatsApp chats
Integration of TimelinesAI with Monday CRM
Update Items in the Monday.com Board for New WhatsApp Messages with Text
Create Items in the Monday.com Board for New WhatsApp Messages with Attachments