Sync WhatsApp messages to Copper People—and keep the inbox in TimelinesAI
Log new 1:1 inbound and outbound WhatsApp messages as Copper Activities, match or create People by phone, and use TimelinesAI for the complete shared conversation.
- Connect in minutes
- Use your existing numbers
- Copper Person activity log
Already using TimelinesAI? Connect Copper →
What the Copper integration does—and does not do
Log new 1:1 messages as Copper Activities
Inbound and outbound text is written as a user Activity on the matched Copper Person. Media-only events get a placeholder; attachment files are not copied into Copper.
- Inbound and outbound message Activities
- Direction and event timestamp
- Media placeholder—not copied files
- Duplicate-safe event processing
Match or create a Copper Person by phone
The integration normalizes the WhatsApp phone to E.164, searches for an exact match, and creates a Person with the WhatsApp profile name if no match exists. Group chats are skipped.
- Exact normalized phone matching
- Create a Person for an unknown number
- WhatsApp profile name when available
- Group chats are not synced
Keep team conversations in TimelinesAI
Copper stores the CRM Activity trail. The complete thread, assignments, internal notes, and multi-agent inbox stay in TimelinesAI. A separate settings form can send one text message; there is no native send button on a Copper Person.
- CRM activity trail in Copper
- Shared team inbox in TimelinesAI
- Assignments and notes in TimelinesAI
- No native Copper workflow action or record-level send button
Plans That Scale With Your Copper Team
Per seat. Transparent.
10-day free trial on every plan. No credit card. Cancel anytime.
CRM Integration
Core Copper + WhatsApp sync
- ✓WhatsApp Activities on Copper People
- ✓Match or create People for new activity
- ✓Inbound and outbound Activity logging
- ✓One-off text send from integration settings
CRM Integration Plus
Team collaboration on WhatsApp
- ✓Everything in CRM Integration
- ✓TimelinesAI shared team inbox
- ✓Assignments and internal notes in TimelinesAI
CRM Integration Pro
Automation and AI-powered workflows
- ✓Everything in CRM Integration Plus
- ✓TimelinesAI Workflow Builder
- ✓TimelinesAI MCP AI tools
10-day free trial · no credit card · Annual saves 20% across all tiers
Connect Copper, then verify the activity log
Authorize one Copper company, connect your TimelinesAI workspace, and test both a matched Person and an unknown number.
Start TimelinesAI and connect WhatsApp
Create or open the TimelinesAI workspace and connect the WhatsApp accounts allowed by your plan.
Open the Copper integration settings
Open the integration settings and start the Copper OAuth connection.
Authorize the target Copper company
Choose the intended Copper company and finish authorization.
Open the integration page →Verify the native sync boundary
Send a 1:1 test message. Confirm a user Activity appears on the Copper Person and the complete thread remains in TimelinesAI.
TimelinesAI vs other WhatsApp options for Copper
| TimelinesAI | Other tools | |
|---|---|---|
| Shared team inbox in TimelinesAI | ✓ | ✗ |
| Use your existing WhatsApp numbers | ✓ | ✗ |
| Multiple WhatsApp numbers | ✓ | ✗ |
| New 1:1 WhatsApp events logged as Person Activities | Automatic | Manual / partial |
| Inbound and outbound Activity logging | ✓ | ✗ |
| Assignments and internal notes in TimelinesAI | ✓ | ✗ |
| OAuth setup and activity test | Guided setup and verification | Varies by tool |
| AI agents can read & send (MCP) | ✓ | ✗ |
Two ways to run WhatsApp with Copper
Each fits a different team. Here’s the honest difference.
Log it by hand
Today, WhatsApp chats live on WhatsApp Web while you copy details into Copper through a browser extension — one conversation, one person at a time. Nothing syncs on its own, the team can’t see the thread, and the history is gone the moment someone closes the tab.
TimelinesAI
Sync new 1:1 WhatsApp messages to Copper People as Activities while the complete team inbox stays in TimelinesAI. The native integration has no Copper workflow action, per-record send button, group-chat sync, or attachment-file copy.
Built for the way your team already sells on WhatsApp
Agencies
Approvals, creative feedback, and client check-ins in one shared thread, logged to Copper.
Consulting firms
Relationship-heavy, often international client chats on the record for the whole team.
Real estate
Buyer and seller conversations tracked against the right contact, never lost on a personal phone.
Financial services
Every client message captured and visible — important where conversations need a record.
Construction
Site updates and subcontractor threads in one inbox, synced to the project contact.
Media & creative production
Coordinate talent, clients, and crews over WhatsApp without losing the trail.
Use AI tools with the TimelinesAI workspace linked to Copper
TimelinesAI MCP can search WhatsApp conversations, draft replies, summarize threads, and trigger follow-ups. MCP acts on the TimelinesAI workspace; Copper receives the CRM Activity trail rather than hosting the shared inbox.
Hi Maria! Here's the updated quote — let me know if the new pricing works and I'll get the contract over to you today.
By using this integration you agree to our End User License Agreement.
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