Pipedrive CRM Integration
How does the WhatsApp-Pipedrive Integration work on TimelinesAI?
How to integrate WhatsApp with Pipedrive
Register a TimelinesAI profile if you don't have it already;
Connect TimelinesAI with Pipedrive, via the Pipedrive Integration section. The platform will ask you for permission access and then, we'll install our TimelinesAI Integration app into your Pipedrive workspace;
You may invite your team members, so they can also connect their own Pipedrive accounts. You and your team members will beSome readersChecking if a message is synced to Pipedrive
Syncing messages to Pipedrive
TimelinesAI automatically synchronizes messages with your contacts on Pipedrive. If there is a Deal associated to a Person on Pipedrive, WhatsApp messages will display in the Deal’s feed as well.
If there is no Deal associated to a Person, it will be created automatically – it is a custom option that can be disabled in the Pipedrive Integration Settings on TimelinesAI.
(https://storage.crisp.chat/users/hFew readersHow to Integrate WhatsApp to Pipedrive through Zapier
Synchronize WhatsApp messaging into Pipedrive (via Zapier)
This integration will sync all WhatsApp messages to Pipedrive as activities of “WhatsApp chat” type. It will match WhatsApp to contacts by their phone number. If such a number doesn't exist, the automation will create a new Person.
Create Pipedrive Activity “WhatsApp Chat”
Go to the "Activity Settings" of your workspace on Pipedrive (Company Settings → "Activities" tab).
Create a new activity for WhatsApp messages. You cFew readersPipedrive Integration: Individual Connection
The Pipedrive Integration has two kinds of connections:
The Workspace/Master Connection
The Individual Connection
In this article, we'll review the Individual Connection, so your team can use the Pipedrive Integration and its features.
What is the Pipedrive Individual Connection?
This connection is intended for the rest of your team members, so they can connect their own Pipedrive accounts (the ones that are part of your Pipedrive Organization's account) to TimelinesAI, and use theFew readersPipedrive Integration: Leads and Pipelines
The Pipedrive Integration on TimelinesAI allows you to choose whether you'd like to create new Leads or Deals, whenever you get a new WhatsApp chat.
In this article, we'll go over the settings for automatic creation of leads and choose the Pipeline in which new Deals should be created.
Create Leads Automatically
The Pipedrive Integration will allow you to create leads automatically, whenever you get a new WhatsApp chat.
To do so, you'll need to go to the Pipedrive Integration settings oFew readers
Webhook Integration
Webhook Integration: WhatsApp → CRM and your other systems
Share this article with your developer or use Zapier to integrate your system with WhatsApp
Setup
TimelinesAI allows to notify an external system when a new message is received or sent to any connected WhatsApp account in a workspace. This includes WhatsApp messages sent via WhatsApp Mobile App and/or from within TimelinesAI.
It’s often the case that such integration is used via some intermediary service such as Zapier, whePopularTimelinesAI Public API
The Public API will allow you to send messages automatically on TimelinesAI, in response to a trigger/action from the systems that you currently use, like CRMs.
Getting Started:
To start working with the Public API, you'd need to access the "Integrations" section on TimelinesAI, which can be found on the left sidebar:
Once there, you'll be able to proceed and generate a token, by clicking on the "GePopularWhatsApp and ChatGPT Integration ― Autoresponder for WhatsApp Conversations
TimelinesAI allows you to set up a ChatGPT-powered auto-responder in your WhatsApp account without code or external automation tools!
You can tailor ChatGPT response to your needs, by providing instructions in plain language in prompt field. Use the default prompt as a basis and modify it as needed. You can supply some background information on your business and instruct ChatGPT to respond differently, depending on whether it is the first message in the WhatsApp conversation.
You can select whPopularChatGPT Integration: Generate a WhatsApp Chat Summary on TimelinesAI
With the ChatGPT Integration on TimelinesAI, you can generate a chat thread summary, to get a brief overview of a conversation with your contacts on WhatsApp.
Requirements:
Subscription to a plan with a shared inbox feature (Shared Inbox or Mass Messaging plans)
OpenAI account with readily available tokens
ChatGPT Integration (https://help.timelines.ai/en/articlPopularNative Zapier Integration
TimelinesAI Zapier Integration allows to synchronize your WhatsApp communications with external systems (such as CRMs) and to automate messaging as a part of your business flows.
With TimelinesAI, you can connect and dynamically select the WhatsApp account to be used for receiving and sending text messages, file attachments, messaging in groups, and much more.
Before you start, please make sure that you are well acquainted with Zapier automation concepts: Welcome to Zapier Platform UI (https:PopularTimelinesAI Chrome Extension
Our Universal WhatsApp Chrome Extension will allow you to start WhatsApp chats from any CRM and/or web page.
Requirements:Few readersSharing Files via Public API
You can share files via Public API, by first uploading them to TimelinesAI. We'll go over the steps on how you can upload and use these files in your automated messages.
Upload a file to TimelinesAI
To upload a file to TimelinesAI, please follow these steps:
Head to Integrations and then, click on the Uploaded Files tab
Click on the green "Upload file" button and seleFew readersInbound Webhook Integration
TimelinesAI allows you to automate sending WhatsApp messages in response to events or actions in tools you're already using: CRM, Support and Recruitment systems, etc.
“Send message” Event
It's possible to instruct TimelinesAI to send a message (with or without file attachment) to a specific contact (or a group chat). If multiple WhatsApp accounts are connected in your workspace, it is also possible to specify a particular WhatsApp account to use for sending the message.
In order to setupFew readers