Integrate multiple WhatsApp numbers to Microsoft Dynamics 365 CRM

Automatically connect your WhatsApp to Microsoft Dynamics 365 CRM. This helps manage leads better, and your WhatsApp chats will automatically sync to TimelinesAI. Seamless integration, no coding skills are required.

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Sync unlimited contacts from WhatsApp to the Microsoft Dynamics 365 CRM

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Send automated trigger-based WhatsApp messages from Dynamics 365 CRM

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Preview the WhatsApp message history from Dynamics 365 CRM

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Send WhatsApp messages without leaving Microsoft Dynamics 365 CRM

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TimelinesAI – multi-number WhatsApp management solution

Connect multiple individual WhatsApp numbers to your CRM and get a range of tools: shared inbox for multiple, WhatsApp numbers, collaboration tools for your team, WhatsApp automation, sending mass marketing messages. Try for free on TimelinesAI app

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Around the clock live chat support

We are always available to help you with onboarding via live chat and demo sessions. We speak English, Spanish, Russian, and 80+ languages in our support chat.

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Get started within minutes

No prior preparation necessary, simply scan a QR code, invite your team, and begin using immediately. Test it out for free, without the need for a credit card.

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Personalized trial and onboarding

We would gladly customize your trial experience. Want to connect 100+ numbers or need more time to set things up – we got you covered!

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Pre-trial consultation

We value your time. Send us your integration requirements and we will find the best solution for you!

Microsoft Dynamics and WhatsApp

Synchronize messages from WhatsApp to Dynamics 365 CRM

You can preview WhatsApp message history directly from Dynamics 365 without leaving the CRM. It enables you to be in a loop of recent conversation with customers.

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Every team member can review recent messages and continue the conversation

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Store all communication records in your CRM

Automatically create Contacts/ Leads in Dynamics 365 CRM from WhatsApp

Say goodbye to doing things by hand, which can lead to errors. Now, you can automatically sync all your WhatsApp contacts to the Leads and Contacts section in Dynamics 365 CRM.

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Automatic real-time sync

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Quick set-up

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Get rid of manual routine work 

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Create trigger-based automated WhatsApp messages

Cut down on the need to send lots of messages on WhatsApp by using automations. With TimelinesAI you can automatically send personalized WhatsApp messages to your customers.

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Send automated Welcome messages on WhatsApp 

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Send automated messages whenever you updated the contact in the CRM

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Personalize your messages with any variables from the CRM

Send WhatsApp messages right from the Dynamics 365 CRM

With our WhatsApp Chrome extension, you can easily send messages with attachments directly from Dynamics 365 CRM. No more copying and pasting or switching between tabs.

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Automatically detect customers WhatsApp numbers from CRM

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Preview the WhatsApp message history 

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Chat on WhatsApp right from CRM

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Get a shared inbox for multiple WhatsApp numbers

Add multiple WhatsApp numbers of your team and manage them in one inbox and collaborate with the team.

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Connect existing WhatsApp numbers in one click 

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Segment your WhatsApp chats 

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Assign chats to specific team members

Frequently asked questions

Learn more about WhatsApp and Microsoft Dynamics 365 CRM integration

TimelinesAI – Salesforce and WhatsApp integration works with any type of WhatsApp accounts.

Yes. If you connect multiple WhatsApp accounts to TimelinesAI app.

 

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.

  • Yes, with TimelinesAI, you can automatically sync all your WhatsApp contacts to the Leads and Contacts section in Dynamics 365 CRM.
  • The sync is in real-time, ensuring your CRM remains up-to-date.
  • The setup process is quick and straightforward, eliminating the need for manual data entry.
 

Yes, our WhatsApp Chrome extension facilitates sending messages with attachments directly from Dynamics 365 CRM.

You can add and manage multiple WhatsApp numbers from your team within one unified inbox.

Yes, TimelinesAI supports any kind of attachment from WhatsApp.

Discover more. 

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