Integrations

HubSpot

Pipedrive

monday.com

Integrately

Zoho

Salesforce

Close CRM

Zapier

ChatGPT Agents New

Make

Clay

Public API

Seamlessly integrate multiple WhatsApp numbers with your CRM

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Solutions

Features

WhatsApp CRM Integration
Seamless WhatsApp contacts and chats sync with CRM.

Personal WhatsApp to CRM
Use your personal WhatsApp account in CRM

Mass Messaging
Easily send bulk messages on WhatsApp without typing each one manually.

Workflow Builder New
Easily automate conversations and tasks with a simple, no-code drag-and-drop interface.

WhatsApp Shared Inbox
Manage WhatsApp chats together in one shared inbox.

WhatsApp Analytics
Transform data into actionable strategies with analytics reports

Industries

Medical

WhatsApp Agencies

Real Estate

Education

Recruitment

Respond to Customers Faster With a WhatsApp Shared Inbox

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Resources

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Case Studies

Help Center

Why Teams Choose TimelinesAI

Partner API

Playbooks

Pipedrive and WhatsApp integration Playbook

HubSpot and WhatsApp integration Playbook

monday.com and WhatsApp integration Playbook

Zoho and WhatsApp integration Playbook

Zapier and WhatsApp integration Playbook

Salesforce and WhatsApp integration Playbook

Integrate WhatsApp with your CRM

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Pricing

WhatsApp & Daftra Integration

Sync client communication with invoicing by integrating TimelinesAI and Daftra through Zapier

Quickly connect TimelinesAI with Daftra using this Zapier template. Whenever a new WhatsApp chat is received in TimelinesAI, a contact is automatically added in Daftra—saving you time and minimizing manual data entry.

Why so good together?

If you use Daftra for managing invoices and finances and TimelinesAI for WhatsApp communication, you can now integrate them effortlessly. When a transaction or invoice update occurs, key details can be automatically sent via WhatsApp, ensuring real-time notifications and smoother client interactions.

Stay on top of financial updates without manual data entry. Our integration keeps everything in sync, making invoicing, payment tracking, and client communication more efficient than ever.

Who are we?

TimelinesAI

We're TimelinesAI! Our WhatsApp integration platform helps businesses centralize customer conversations, automate messaging, and sync WhatsApp with CRMs like HubSpot, Zoho, and Pipedrive—without writing a single line of code.

Daftra

Manage financial records, automate invoicing, and keep client data organized effortlessly with Daftra Accounting. Streamline workflows, send payment reminders, and update records in real time to stay on top of your business finances and client interactions.

How people use TimelinesAI

Our features get your WhatsApp conversations organized and automated in minutes—so you can focus on growing your business. Check out some of the ways TimelinesAI makes managing WhatsApp easier.