Sales happens in WhatsApp. Now, WhatsApp lives in Close.
With Close and TimelinesAI, WhatsApp messages auto-sync to the right leads and contacts.
When WhatsApp threads live in Close, you stay on top of your conversations.
Whether you’re managing dozens of inbound messages a day or running a multi-step outbound campaign, having your messages in Close means:
This integration is plug-and-play. It’s built to save your team hours every week and eliminate errors in tracking communications.
Who is TimelinesAI, and why do I need to use them to integrate Close + WhatsApp?
TimelinesAI is a WhatsApp management solution that acts as a bridge between common CRMs (like Pipedrive, HubSpot) and WhatsApp. In short, WhatsApp is a very difficult platform to integrate with from a technical perspective. Based on the research we did with Close customers and the type of WhatsApp accounts they use, a third-party integration was the only reliable, affordable solution to get your WhatsApp conversations into Close. This was the fastest way to provide you with the integration you need.
Do I have to pay for TimelinesAI even though I already pay for Close?
Early adopters of this integration will be able to try it completely free for the first month. After that trial, you’ll pay for each platform separately while the integration brings your data together. Close customers receive a lifetime 15% TimelinesAI discount, plus double the typical automation transactions for built-in automation runs.
How do I start a trial of TimelinesAI and get the discount?
Start a trial on this unique link, which will enable 30 days free. When checking out, apply the coupon code CLOSE15OFF to ensure you get a 15% lifetime discount.
What kind of support can I get while I’m setting up the integration?
This will be a simple integration to set up––but the TimelinesAI team is offering free set up services for early adopters of this integration, just to ease any hesitation to try it. Set up a time with their team to get started now.
What types of automation can I run with this integration?
TimelinesAI just released a workflow builder that allows users to automate tasks based on the data synced between their platform and Close. You’ll be able to automate things like sending a WhatsApp message when a new lead is created, or when a deal stage changes.
I have more questions about the specifics of my set up. Who can I ask?
Set up a time with TimelinesAI to talk about your sales workflow, get a free demo, and get free onboarding assistance.