Turn Every WhatsApp Message into a Sales Opportunity—Automatically

TimelinesAI syncs WhatsApp conversations directly with Close CRM, creating leads instantly and tracking every interaction without manual data entry—so your team can focus on closing deals, not copying messages.

Walk through TimelinesAI for Close CRM

Join our live demo and discover how TimelinesAI helps you:

Connect WhatsApp to Close CRM in one click—no technical setup required

Sync every message, attachment, and location in real-time to your CRM

Auto-create leads from new WhatsApp conversations with zero manual entry

Enable your entire team to collaborate on WhatsApp conversations with full context

TimelinesAI and Close CRM Integration

Join companies seeing 50% reduction in data entry time and zero missed WhatsApp leads.

Automatic Lead Creation

New conversations become leads instantly.

Rich Media Support

Sync images, documents, and locations up to 25MB.

Smart Contact Matching

International phone number intelligence.

Real-Time Sync

Every message appears in Close CRM immediately.

Team Collaboration

Clear sender labels and ownership assignment.

Complete History

Searchable, trackable conversation archive.

How We Help Your Business Succeed

Transform your customer communication with our powerful WhatsApp-to-Close CRM integration. Seamlessly capture leads, sync complete conversation histories, and maintain perfect data integrity—all within your familiar Close CRM environment.

For Sales Teams

Are your sales reps manually copying WhatsApp inquiries into Close CRM and losing valuable selling time?

Our integration automatically creates leads from WhatsApp conversations the moment they start. Your team captures every prospect with complete contact information, assigns the right owner instantly, and maintains a direct link between WhatsApp and Close CRM for seamless follow-up.

For Customer Support

Is your support team struggling to maintain conversation history across WhatsApp and your CRM?

Our integration provides complete visibility into every customer interaction. Support tickets maintain full WhatsApp context, teams can escalate opportunities to sales seamlessly, and response times improve by 30% with all communication in one place.

Project Management

Are WhatsApp conversations getting lost when team members are unavailable or during handoffs?

Connect your entire team directly to shared WhatsApp conversations. Every message shows clear sender identification, team members can jump in with full context, and automatic lead owner assignment ensures accountability—turning WhatsApp into a true team selling tool.

Control Every Chat with One Integration

TimelinesAI eliminates the gap between instant messaging and professional sales management, ensuring no customer conversation falls through the cracks.

500+ brands across 34 countries use TimelinesAI

Capterra rating score : 4.5 of 5 based on 50+ reviews

“Highly customisable and friendly”

We work in the hotel business, so keeping in touch with people travelling is very easy using WhatsApp. Wati help us to have multiple people answering guests. It also allows us to automate basic replies such as the address.

“Great product for early-stage startups”

Wati is flexible, unlike a lot of other WhatsApp business solutions out there. As an early startup, we work on Google sheets and website forms. We do not have phone support. WhatsApp is our only support channel. Wati helps us manage customer interactions on WhatsApp seamlessly at a very reasonable cost.

“Very helpful and looking forward to see more updates”

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“Great product for early-stage startups”

“Very helpful and looking forward to see more updates”

New range of formal shirts are designed keeping you in mind. With fits and styling that will make you stand apart.

“Great product for early-stage startups”

How to Use WhatsApp Chat View in Close CRM

Manage WhatsApp chats seamlessly from Close CRM

Interact, respond, and manage your WhatsApp conversations without ever leaving Close CRM.

Setup Time: Under 60 seconds

Messages Synced: Unlimited

Team Size: 2-200+ users

Countries: Global coverage

Integrations

Streamline Your CRM with WhatsApp

Public API

Frequently Asked Questions

Learn more about WhatsApp to Close CRM integration

How do I get started with the integration?

Getting started is easy! Simply scan a QR code to connect WhatsApp, invite your team members, and you can begin using the integration immediately.

Can I connect multiple WhatsApp numbers to synchronize WhatsApp communication of my agents into Close CRM?

Yes. To connect multiple WhatsApp accounts to TimelinesAI, invite your team members into the TimelinesAI app, and ask them to connect their WhatsApp numbers by scanning the system-generated QR code on the WhatsApp tab.

What if I have specific integration requirements?

We understand that each business is unique. If you have specific integration requirements, you can send them to us, and we will work with you to find the best solution for your needs.

Does your integration support attachments?

Yes, TimelinesAI supports any kind of attachment from WhatsApp.

Is it possible to send mass messaging campaigns on WhatsApp through your app?

Yes, you can upload the custom CSV/ Excel list to send the Mass messaging campaign on Whatsapp to your contacts.

What kind of support is available during onboarding?

We provide 24/7 live chat support to assist you with onboarding, answer questions, and offer demo sessions. Our support team can communicate in multiple languages, including English, Spanish, Russian, and over 80 others.

Ready to Transform Your WhatsApp Sales Process?

Get your Free TimelinesAI trial in seconds and start syncing WhatsApp to Close CRM today—no credit card required