Vtiger WhatsApp integration — one shared inbox for your whole team
WhatsApp in Vtiger today means wiring up a messaging-provider pipe that only fires templates from one number — or an unofficial browser hack. TimelinesAI brings WhatsApp into Vtiger CRM the way teams actually work: connect the numbers you already use, sync every conversation to the right record, and answer from one shared inbox.
- Connect in minutes
- Use your existing numbers
- Works inside Vtiger CRM
Two ways to do WhatsApp with Vtiger
Each fits a different team. Here's the honest difference.
Pipe messages through a provider add-on
Today, WhatsApp in Vtiger means wiring up a messaging-provider connector — a separate account, per-message fees, and template-only sends from a single number. It's outbound-first, and when the connector or its license lapses, workflows can break.
TimelinesAI
Connect the WhatsApp numbers your team already uses and run real two-way conversations from one shared inbox — every chat synced to the matching Vtiger record, visible to the whole team.
Everything your team needs to run WhatsApp inside Vtiger
One shared inbox for your whole team
No more single-user pipe or chats stuck on one rep's phone. Your team answers from a single shared inbox — anyone can pick up a thread, see what was said, and reply.
- Assign chats to teammates and leave internal notes no customer sees
- See the full conversation history, not a template log
- Labels and filters keep customer threads organized
- Conversations stay company-owned, not on a personal device
Every conversation synced to the right Vtiger record
Each WhatsApp message is matched to the right Vtiger contact, lead, or deal and synced in real time — inbound and outbound, not just template sends.
- Inbound messages create or update the matching Vtiger record
- Full chat history attached to the record
- Two-way conversations, not one-way notifications
- Nothing to copy, paste, or remember to log
Your numbers, no per-message pipe
Connect the WhatsApp numbers your team already uses — add as many as you need. No separate messaging-provider account, no per-message metering.
- Add multiple WhatsApp numbers under one workspace
- Keep the numbers customers already recognize
- Route each number to the right person or team
- Predictable per-seat pricing instead of per-message fees
Live in Vtiger in minutes — four steps
Start your free trial
Create your TimelinesAI account. 10-day free trial, no credit card.
Connect your existing WhatsApp numbers
Link the WhatsApp numbers your team already uses — add as many as you need.
Connect Vtiger
Connect your Vtiger CRM account — no code, no developer.
Start working as one team
Messages sync to the matching Vtiger record in real time and land in one shared inbox.
average setup
lines of code
new numbers (use your existing)
admin to connect
TimelinesAI vs other WhatsApp options for Vtiger
| TimelinesAI | Other tools | |
|---|---|---|
| Shared team inbox | ✓ | ✗ |
| Multiple WhatsApp numbers | ✓ | One number per pipe |
| Use your existing WhatsApp numbers | ✓ | New provider number |
| Two-way team conversations | ✓ | Template sends |
| Separate messaging-provider account | Not needed | Required |
| Pricing | Flat per-seat | Per-message + provider fees |
| Full history on the Vtiger record | Automatic | Partial |
| AI agents can read & send (MCP) | ✓ | ✗ |
Built for the way your team already sells on WhatsApp
IT & software services
Client and project conversations on the record and shared across the team.
Manufacturing & distribution
Orders, quotes, and supplier chats tied to the right Vtiger deal.
Real estate
Buyer and seller conversations tracked against the right contact, never lost on a personal phone.
Healthcare & clinics
Appointment and follow-up messages handled by the whole front desk, not one device.
Education
Reach students and prospects on WhatsApp, every thread tied to their Vtiger record.
Logistics & transport
Dispatch and customer updates in one shared inbox, synced to Vtiger.
The only Vtiger WhatsApp integration your AI agents can talk to
TimelinesAI connects your WhatsApp inbox to Claude, Cursor, and any MCP client. Your AI agents read conversations, draft and send replies, label, and assign — working the same inbox your team does. 18 tools: list chats, read history, send, react, label, assign teammates. Connects via the Model Context Protocol (MCP) — works with any MCP client. Agents act in the real inbox, on the same numbers — no separate sandbox.
Simple per-seat pricing — start free
10-day free trial on every plan. No credit card. Cancel anytime.
CRM Integration
Core Vtiger + WhatsApp sync
- ✓CRM workflow automation
- ✓Auto-create contacts & deals
- ✓Sync messages to Vtiger timeline
- ✓Native Vtiger integration
- ✓WhatsApp interaction analytics
- ✓Vtiger Contacts auto-creation
Shared Inbox
Team collaboration on WhatsApp
- ✓Everything in CRM Integration, plus:
- ✓Shared inbox across all WhatsApp numbers
- ✓Assign conversations to team members
- ✓Internal notes and read receipts
- ✓Bulk conversation management
- ✓Team performance analytics
Mass Messaging & Chatbots
Automation at scale
- ✓Everything in Shared Inbox, plus:
- ✓Send WhatsApp messages in bulk
- ✓WhatsApp chatbot automation
- ✓Custom chatbot flows
- ✓Automated keyword responses
10-day free trial · no credit card · Annual saves 20% across all tiers
By using this integration you agree to our End User License Agreement.
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