TimelinesAI connects your existing personal WhatsApp or WhatsApp Business app to HubSpot, Pipedrive, Zoho, Salesforce, monday.com, and Close CRM. Scan a QR code — conversations sync in real time. No WhatsApp Business API approval, no new phone number, no developer needed.
4.7/5 on Capterra
1,000+ teams trust TimelinesAI
10M+ WhatsApp messages managed
Sales teams in Brazil, Spain, India, Germany, the UAE, and across Latin America, Europe, and Southeast Asia already close deals on personal WhatsApp. The problem: those conversations are invisible to the CRM. Managers can’t see the pipeline. When a rep leaves, every customer relationship on their phone leaves with them.
Most WhatsApp-CRM integrations (including CRMs’ native integrations) require the WhatsApp Business API. That means applying for Meta Business verification, provisioning a new number, getting message templates approved by Meta, and paying per-conversation fees. For relationship-driven sales, this approach breaks what works.
TimelinesAI takes a different approach: connect the WhatsApp account your team already uses — personal or business — directly to your CRM via QR code. No API. No new number. Your customers don’t notice anything changed. Your CRM gets every conversation.
TimelinesAI connects via QR code scan — the same way WhatsApp Web works. No WhatsApp Business API credentials, no developer involvement. The entire setup takes under 2 minutes.
Step 1:
Create a free TimelinesAI account. Open WhatsApp on your phone, go to Settings → Linked Devices, and scan the QR code. TimelinesAI appears as a linked device, exactly like WhatsApp Web.
Step 2:
Connect your CRM directly from the TimelinesAI dashboard. With just one click, link HubSpot, Pipedrive, Zoho, monday.com, Salesforce, Close CRM, and more.
Step 3:
Every incoming and outgoing WhatsApp message syncs to the matching contact, deal, or lead record in your CRM in real time. New conversations auto-create contacts and deals.
TimelinesAI builds deep, bidirectional integrations for each CRM — not Zapier workarounds. That means native sidebar widgets, automatic contact/deal creation, CRM-triggered automations, and real-time sync.
HubSpot
Pipedrive
monday.com
Zoho
Salesforce
Close CRM
TimelinesAI is the best choice for our needs to sync our Whatsapp message from multiple Whatsapp number in real-time. It logged our message in real-time into HubSpot & make it easy to update the last activity properties. Very easy to connect without multiple layer of page, just one simple QR scan & it ready to use. Hope we can get Whatsapp Call Synchronisation soon!
Banking/Financial Services
| Feature | TimelinesAI WhatsApp CRM Integration |
WhatsApp Business API (WABA) |
|---|---|---|
| Uses your existing number | ✓ Yes | ✗ Requires new number |
| Supports business number connection | ✓ Yes | ✓ Yes |
| Setup time | 2 minutes (QR code) | Days to weeks (Meta verification) |
| Meta Business verification | ✓ Not required | ✗ Required |
| Message template approval | ✓ Not required | ✗ Required for outbound |
| Per-conversation fees from Meta | ✓ None | ✗ Yes (varies by country) |
| Developer required | ✓ No | ✗ Usually yes |
| Supports personal WhatsApp | ✓ Yes | ✗ No |
| Best for | Sales teams, account managers, relationship-driven businesses |
Automated chatbots, transactional notifications |
Manage multiple WhatsApp numbers from one dashboard. Assign conversations to team members, add internal notes, apply labels, set reminders, and use advanced filters. When a team member is out, someone else picks up with full context.
Send personalized WhatsApp messages to custom contact lists via CSV import. Use variables for personalization and track campaign analytics. For announcements, promotions, re-engagement, and account management outreach.
Visual drag-and-drop automation builder. Set up auto-responses, lead routing, follow-up sequences, and CRM-triggered WhatsApp messages. Conditional logic and branching. Connects to 1,000+ apps.
Generate AI conversation summaries. Get auto-response suggestions. Qualify leads based on conversation content. Suggest next steps for your sales team.
Track response times, message volumes, and agent performance. Identify bottlenecks and measure team efficiency across all connected WhatsApp numbers.
Connect via Zapier and Make to automate tasks and integrate WhatsApp with other CRMs and apps seamlessly.
Reps close deals on WhatsApp; managers need CRM visibility. TimelinesAI syncs every conversation so forecasting is accurate and handoffs are smooth. When a rep leaves, the conversations stay in the CRM.
Agents manage property inquiries from multiple portals on personal WhatsApp. Every lead, viewing request, and negotiation — tracked in the CRM per property.
International patients communicate via WhatsApp. Patient conversations sync for compliance, continuity, and staff handoff — regardless of which team member is on duty.
Connect unlimited WhatsApp numbers to one workspace. Manage multiple client accounts from a single shared inbox with team assignments and performance tracking.
Candidates prefer WhatsApp. Interview scheduling, offer discussions, and candidate engagement logged alongside ATS or CRM records automatically.
Relationship managers use personal WhatsApp for client advisory. Full audit trails and institutional visibility without disrupting the client relationship.
Connect your personal WhatsApp to your CRM in 2 minutes. Every conversation synced. Every lead tracked. No API required.
