TimelinesAI WhatsApp Integration
TimelinesAI connects WhatsApp to Copper CRM — syncing every inbound and outbound message to the right contact automatically. Your whole team works from one shared inbox, sends messages directly from Copper, and never loses a client conversation to a personal phone again.
TimelinesAI: WhatsApp for Copper CRM
TimelinesAI brings your team's WhatsApp conversations directly into Copper CRM, so nothing slips through the cracks and your CRM actually reflects how your clients communicate.
How it works: Connect the WhatsApp numbers your team already uses — personal or business, no WhatsApp Business API required. Once connected, every inbound and outbound WhatsApp message is automatically matched to the right Copper contact and synced in real time as a note on their record. New contacts are created automatically when someone messages you for the first time. The setup takes about two minutes, requires no code, and no developer.
One shared inbox for your whole team: Instead of WhatsApp conversations being siloed on individual phones, your entire team works from a single shared inbox. Assign conversations to the right person, leave internal notes that clients never see, view full message history, and make sure no thread goes unanswered when someone is out.
Send WhatsApp directly from Copper: Reply to clients and send new messages to Copper contacts right from within the CRM — no tab switching, no copy-pasting. Everything stays logged automatically.
Multiple numbers, one workspace: Add as many WhatsApp numbers as your team uses and manage them all under one TimelinesAI workspace. Route each number to the right team or individual, and keep the numbers your clients already recognize.
AI-ready via MCP: TimelinesAI is the only Copper WhatsApp integration with a Model Context Protocol (MCP) server. Your AI agents can read conversation history, draft replies, assign chats, and triage threads — across every WhatsApp number in your workspace.
Frequently asked questions
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CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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