Integrations

Pipedrive integration with TimelinesAI

Connect Whatsapp accounts in one click, without code!
TimelinesAI

TimelinesAI helps companies with multiple individual WhatsApp accounts gain 360° visibility and improve performance.

TimelinesAI solves the integration of Pipedrive and WhatsApp in a masterful way as it allows you to track communications with automatic real-time updates on people and business. It’s going to allow you to get insights into your sales and support team’s communication on WhatsApp on a large scale.

TimelinesAI automatically saves WhatsApp messages from your contacts in Pipedrive activities. Based on their WhatsApp number, it adds them to a list of existing Pipedrive contacts, people and opportunities, or creates new ones.

Why would you want to have this integration? Because this will improve your team’s performance exponentially, using a communication tool that you know all your customers use: WhatsApp.

Let’s go down to earth, what will you be able to do with this integration:

  • Connect any existing WhatsApp account with Pipedrive.
  • Synchronize WhatsApp conversations with Pipedrive in real time.
  • Automatically create people and offers for new personalized WhatsApp communications.
  • Send WhatsApp messages and customized templates from Pipedrive.

 

All this with a one-click configuration , without code, from the Pipedrive Marketplace.

 

The different prices we present can be tested for free at 100% functionality, integration with CRM is 20 €/seat, adding shared inbox is 32/seat and mass messaging and automation would be 48 €/seat. It also includes a custom quote option to combine the above features in different ways, with premium technical support, custom developments and automations.
Automatización, Comunicación clientes, Conexión de datos

On integration

01 Why do we like it?

At Imanta we love TimelinesAI because it is another dimension in the integration and synchronization of the main elements we care about to take business results to another level.

Effortlessly sync WhatsApp contacts as leads or people in Pipedrive

Customize the synchronization of your WhatsApp contacts by choosing the ideal module for your WhatsApp chats for seamless integration.

Integrate Pipedrive and WhatsApp with just a few clicks, without any code or development involved.

Connect from one to dozens of WhatsApp numbers, either commercial or individual. Add a number yourself or send invitations to your team to scan a QR code generated by the TimelinesAI application.

Maintain your sales team’s contact list

TimelinesAI works with existing WhatsApp accounts. There is no need to create a new number to enable the application.

Improve your sales and support on WhatsApp

An additional benefit is the shared inbox for WhatsApp. The sales team can manage contacts in WhatsApp, exchange comments, use quick reply templates, import/export contacts and much more.

In this video you can see in more detail how the shared inbox for Whatsapp works:

02 When do we recommend it?

TimelinesAI is highly recommended for companies and teams that manage multiple conversations via WhatsApp, especially in sectors such as sales, customer service, technical support or marketing, where direct and efficient communication with customers is key.

It is ideal for organizations that need to centralize the management of multiple WhatsApp numbers, collaborate across teams in managing chats, and automate workflows to save time and reduce errors.

It is also an excellent option for companies looking to integrate WhatsApp with Pipedrive and take advantage of features such as mass messaging, templates and autoresponders to scale their communication operations.

We recommend timelinesAI for:

  • Sales, customer service and technical support teams: companies that rely on WhatsApp as a primary channel to interact with customers and prospects, and need a platform to efficiently organize, prioritize and collaborate on conversations.
  • Companies looking for automation and mass messaging: organizations that want to save time with automated responses, mass messaging and workflows that connect WhatsApp with systems such as Pipedrive, HubSpot or Zoho.
  • Organizations using CRM: TimelinesAI is ideal for companies already using Pipedrive, as the platform integrates to a clidk, synchronizing data and eliminating manual steps.
  • Companies with a rapid growth forecast: for expanding businesses that need to scale their communications, TimelinesAI offers advanced functionalities that adapt to the size of the team and the growing volume of interactions.

At the budget level, TimelinesAI meets different needs:

  • Startups and small businesses: offers affordable solutions that allow you to centralize WhatsApp management without a large upfront investment.
  • SMBs: provides advanced collaboration and automation tools at a competitive cost.
  • Large enterprises: TimelinesAI can be tailored to companies with specific requirements through customized integrations and specialized support.

TimelinesAI is a recommended solution for companies that need a versatile, efficient and scalable platform to manage their WhatsApp communications, maximizing productivity and improving customer experience.

03 Main functionalities

TimelinesAI is a tool designed to optimize the management of business communications via WhatsApp. Its most outstanding functionalities include:

  • Shared inbox for multiple WhatsApp numbers: allows you to connect and synchronize multiple WhatsApp numbers, whether personal or professional, into a single shared inbox. This facilitates the organization, review and storage of all communications, eliminating “blind spots” in the interaction with customers and prospects.

  • Integration with CRM and other tools: offers native integrations with platforms such as Pipedrive. In addition, through Zapier and webhooks, you can connect WhatsApp with more than 1,000 apps, allowing automatic data synchronization and workflow automation.
  • Workflow automation: facilitates the automation of tasks such as sending personalized messages when a business stage changes in the CRM, creating tasks and assigning people in charge when new chats are received, and setting up welcome messages for new leads.
  • Team collaboration: Allows you to assign chats to specific team members, use internal notes and filters, and manage communications collaboratively. It also supports sending and receiving attachments and participating in group chats.
  • ChatGPT integration: offers the ability to set up automatic responses and generate chat summaries using ChatGPT technology, improving efficiency in conversation management and providing detailed summaries of customer interactions.
  • Chrome extension: the Chrome extension automatically detects phone numbers in your CRM or on any web page, making it easy to access and manage WhatsApp conversations directly from these platforms.
  • Bulk messaging and templates: Allows the creation of message templates for common queries and the sending of mass messages to specific customer segments, improving productivity and efficiency in communications.

These features make TimelinesAI a comprehensive solution for companies looking to optimize and centralize the management of their communications through WhatsApp.

04 Alternatives

There are several tools and solutions that can be considered alternatives to TimelinesAI, depending on the specific needs of the company. Some of them are:

1. Respond.io

Respond.io is a platform that centralizes communications from multiple channels, including WhatsApp, Facebook Messenger, Telegram and more. It stands out for its ability to integrate with CRMs, automate workflows and provide detailed analytics. It is ideal for companies that manage communications across multiple platforms and need advanced customization.

2. Zoko

Zoko is a solution focused on WhatsApp Business API management. It offers features such as mass messaging, integration with CRMs and team collaboration. It also includes tools for automating campaigns and tracking through WhatsApp.

3. Twilio (WhatsApp Business API)

Twilio allows the implementation of custom solutions using the WhatsApp Business API. It is ideal for companies with technical teams that want to build specific integrations and advanced automations, although it requires programming skills to implement it correctly.

4. Wati (WhatsApp Team Inbox)

Wati specializes in WhatsApp management for teams, offering a shared inbox, integration with CRMs and automation options. It is particularly popular with small and medium-sized businesses for its ease of use and competitive pricing.

5. Chatlayer by Sinch

This tool is focused on creating chatbots for WhatsApp and other channels. It allows automating complex conversations using artificial intelligence, which makes it suitable for companies that prioritize automation and need multilingual solutions or 24/7 attention.

6. Trengo

Trengo is a communication platform that combines channels such as WhatsApp, email, SMS and social media into a unified inbox. Its features include task assignment, team collaboration and automation, making it a versatile option for companies with multiple customer touch points.

7. WhatsApp Business API Direct (via BSPs like 360dialog or Vonage)

Companies that do not require a specific tool can choose to connect directly to the WhatsApp API through providers such as 360dialog or Vonage. This allows them to fully customize their communication flows, albeit with less out-of-the-box functionality than solutions such as TimelinesAI.

8. Interakt

Interakt is a solution focused on WhatsApp Business API management for small businesses. It provides features such as bulk sending, customer tagging, and message templates, making it an affordable option for businesses that want to get started with WhatsApp automation.

9. Tyntec

Tyntec offers services based on the WhatsApp Business API, with a focus on business solutions such as push notifications, customer support management and user verification. It is suitable for companies looking for reliability and personalization in communications.

10. Freshchat

Freshchat, part of the Freshworks ecosystem, allows you to integrate WhatsApp along with other messaging channels. It offers an omnichannel inbox, custom bots and analytics options, ideal for teams handling multiple communication streams.

Each of these solutions has its own strengths, and choosing the best alternative will depend on your company’s specific needs. For example, if you are looking for advanced automation with chatbots, Chatlayer by Sinch may be ideal, while for simple and accessible management, Wati or Interakt are good options. For companies that require technical customization, Twilio or Tyntec stand out. Evaluate factors such as ease of use, integrations, automation and budget to choose the option that best suits your goals.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

Want to know more?