Chat inbox plus CRM logging
WhatsApp CRM: log WhatsApp chats and calls in your CRM
Timelines connects the WhatsApp numbers your team already uses to HubSpot, Zoho CRM or Pipedrive by QR code, with no Business API. Each conversation and call is logged on the matching contact. A CRM connection costs $4.99 per month for the whole team.
Every WhatsApp conversation on the contact, without copying
Sales and support teams often chat with customers on WhatsApp while the CRM shows nothing. With Timelines the team answers from a shared inbox, and each message and call is logged on the matching contact in your CRM within seconds, with the time it really happened. A new phone number can create a contact for you, or you can log only to contacts you already have.
The WhatsApp side works the way the rest of Timelines does: scan a QR code with the phone that owns the number, as you would link WhatsApp Web, and the number joins the inbox. You can connect several numbers, and the CRM sees them all. Read about the QR connection compared with the official API before you decide.
Which CRM logs what
Each CRM has its own setup guide with permissions, settings and what happens to your data.
| CRM | What Timelines logs | Guide |
|---|---|---|
| HubSpot | WhatsApp and SMS messages become HubSpot WhatsApp and SMS communications in both directions. WhatsApp calls become HubSpot calls with direction, status and duration. Photos, documents and voice notes are attached. | HubSpot guide |
| Zoho CRM | Each WhatsApp message as a note on the matching contact or lead. WhatsApp calls in the Calls module. Works with eight Zoho data centers and on the Free edition. | Zoho CRM guide |
| Pipedrive | WhatsApp and Telegram conversations as activities on the matching person, with a Timelines panel on the person page. | Pipedrive guide |
| Shopify | No chat logging. The integration syncs your store catalog with Timelines Products so products can be shared from the composer. | Shopify page |
Connect it in three steps
1. Connect WhatsApp
Open Linked Devices in WhatsApp or WhatsApp Business and scan the QR code Timelines shows.
2. Connect the CRM
In Timelines open Integrations, choose Add integration and pick HubSpot, Zoho CRM or Pipedrive. Approve the permissions in the CRM.
3. Keep working
Answer from the inbox. Each message and call reaches the CRM shortly after it is sent or received.
What you control
Channels to log
Switch WhatsApp, SMS, Telegram, web chat and calls on or off per CRM.
New contacts
Let new numbers create contacts, or log only to contacts you already have.
Several numbers
Connect more WhatsApp numbers to the same workspace and log them all.
Disconnect any time
Disconnecting stops logging and deletes the stored CRM tokens. Records already in the CRM stay there.
What it costs, worked out
A WhatsApp number is one channel slot at $9.99 per month, and each CRM integration is one slot at $4.99 per month for your whole team. Team members are unlimited and free.
Example: three WhatsApp numbers are 3 channel slots, which is $29.97. One Integration adds $4.99, so the total is $34.96 per month, whether three people or thirty answer the chats. The 7 day trial needs no card and includes one CRM integration.
Limits worth knowing
A QR connection is not Meta's official Business API, so it does not provide approved message templates. When several contacts share a number, HubSpot logging picks the best match, an exact number first and then a contact with an owner, and lets you choose another. Zoho logging waits until someone picks the right record in the chat panel.
On a HubSpot contact, the Activities tab hides WhatsApp and SMS by default, so tick them once under Filter by activity type. On Zoho's Free edition, Timelines paces its calls inside Zoho's daily limit, so on a busy day some messages may reach Zoho later.
Common questions
What is a WhatsApp CRM integration?
It logs your WhatsApp conversations and calls on the matching contact in your CRM, so the history is in one place and nobody copies chats by hand.
Which CRMs does Timelines log WhatsApp into?
HubSpot and Zoho CRM log WhatsApp messages and calls on the contact. Pipedrive logs WhatsApp conversations as activities on the matching person; its page explains availability. Shopify syncs your store catalog instead of logging chats.
Do I need the WhatsApp Business API?
No. Timelines connects the WhatsApp or WhatsApp Business app by QR code, and the CRM logging works from that connection.
How are chats matched to CRM contacts?
By phone number in any format. When several contacts share a number, HubSpot logging picks the best match and lets you choose another, and Zoho logging waits for you to pick the record.
What does it cost?
$4.99 per Integration per month for the whole team, plus $9.99 per month for each channel slot, such as a WhatsApp number. The 7 day trial includes one CRM integration.
Put your chats on the contact
Our numbers: $9.99 per channel slot per month, $4.99 per Integration per month, team members unlimited and free, 7 day free trial with no card.
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