WhatsApp CRM Integration

WhatsApp Integration by TimelinesAI

Never let a deal slip through the cracks. Centralize all your WhatsApp communications in your CRM to close more deals, faster.

TimelinesAI connects WhatsApp Personal and Business accounts directly to Close CRM, ensuring every customer conversation automatically appears in your sales pipeline without any manual work.

Automatic Lead Creation

When someone messages your business on WhatsApp for the first time, TimelinesAI instantly creates a new lead in Close CRM with their name, phone number, and initial message. You'll never miss a potential customer or waste time copying information between platforms. If the contact already exists in Close, their messages automatically attach to the existing lead record, keeping all customer history in one place.

Complete Message Sync

Every WhatsApp message flows into Close CRM in real-time, appearing in the activity timeline exactly as it looks in WhatsApp. Your team can see who sent what, when they sent it, and the entire conversation thread without switching between apps. All messages are fully searchable in Close, so you can quickly find that pricing discussion from last month or track how many times you've spoken with a client.

Media and Documents

When customers send photos of products they need, documents for review, or voice messages with requirements, everything syncs to Close CRM automatically. PDFs, images, and files up to 25MB attach directly to the conversation record. Even location pins from WhatsApp appear as clickable maps in Close, perfect for service businesses or delivery coordination.

Seamless Workflow

The integration works silently in the background—once connected, you simply use WhatsApp as normal while Close CRM automatically organizes everything. No copying and pasting, no lost leads, no missing context. Every WhatsApp interaction becomes a tracked, searchable, actionable part of your sales process.

*WABA accounts not yet supported