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.

  • 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
4.5/5 on Capterra (50+ reviews)
Close CRM and WhatsApp integration by TimelinesAI

TimelinesAI and Close CRM Integration

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

Automatic Lead Creation

New WhatsApp conversations become Close CRM leads instantly. No manual data entry required — every prospect is captured automatically with complete contact information.

Rich Media Support

Sync images, documents, and locations up to 25MB. All media from WhatsApp conversations is preserved in your Close CRM records.

Smart Contact Matching

International phone number intelligence ensures your WhatsApp contacts are correctly matched to existing Close CRM leads, regardless of number format.

Real-Time Sync

Every WhatsApp message appears in Close CRM immediately. No delays, no missed messages — your CRM is always up to date.

Team Collaboration

Clear sender labels and ownership assignment ensure your team can collaborate on WhatsApp conversations with full visibility and accountability.

Complete History

Searchable, trackable conversation archive. Access the full WhatsApp conversation history for any Close CRM lead at any time.

How to Connect WhatsApp to Close CRM

Get started in 4 simple steps — no technical expertise required.

1

Sign Up for Free Trial

Create your TimelinesAI account. The 10-day trial is fully functional with no credit card required.

2

Connect WhatsApp

Scan the QR code with your WhatsApp app. Works with both personal and business accounts.

3

Connect Close CRM

Authorize TimelinesAI to connect to your Close CRM account. Setup completes in under 60 seconds.

4

Start Syncing

Messages automatically sync to Close CRM Leads. Configure automations and invite your team as needed.

500+ Brands Across 34 Countries Use TimelinesAI

Very helpful and looking forward to more updates

TimelinesAI has been very helpful for our team's WhatsApp communication management. The integration with Close CRM streamlines our entire sales process.

Bucky Jones

Capterra · 2024

Great product for early-stage startups

TimelinesAI is flexible, unlike a lot of other WhatsApp business solutions out there. WhatsApp is our only support channel. It helps us manage customer interactions seamlessly at a very reasonable cost.

Sheila Herman

Capterra · 2024

Highly customisable and friendly

Keeping in touch with people is very easy using WhatsApp. TimelinesAI allows us to have multiple people answering guests and automate basic replies. The Close CRM integration ties it all together.

Ken Collier

Capterra · 2024

How to Use WhatsApp Chat View in Close CRM

Watch how to manage WhatsApp conversations directly from Close CRM using the Live Chat View powered by TimelinesAI.

Frequently Asked Questions

Getting started is easy! Simply scan a QR code to connect WhatsApp, invite your team members, and you can begin using the integration immediately.
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.
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.
Yes, TimelinesAI supports any kind of attachment from WhatsApp.
Yes, you can upload the custom CSV/Excel list to send mass messaging campaigns on WhatsApp to your contacts.
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.
Integrations

Streamline Your CRM with WhatsApp

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.

TimelinesAI WhatsApp shared inbox for teams