Copper WhatsApp integration — one shared inbox for your whole team
Your client conversations already happen on WhatsApp. TimelinesAI brings them into Copper CRM — every chat synced to the right contact, every number in one shared inbox your whole team works from.
- Connect in minutes
- Use your existing numbers
- Works inside Copper CRM
Already using TimelinesAI? Connect Copper →
Everything your team needs to run WhatsApp inside Copper
Every WhatsApp message, logged on the Copper Person
Every message is saved as an activity note on the matching Copper Person — the exact text, on the right record, in real time. No browser extension, no copy-paste, nothing to remember to log.
- Messages logged as native Copper activity notes on the Person
- Backdated to the real message time, not the time it synced
- Full message text kept intact, not a truncated preview
- Media and voice notes logged too, so the thread has no gaps
New numbers become Copper People automatically
When a client messages from a number that isn’t in Copper yet, the Person record is created for you — named, formatted, and ready before you’ve opened the tab.
- Unknown numbers auto-create a Copper Person
- Phone saved in clean E.164 format under the mobile category
- Named from the WhatsApp profile name when there is one
- Duplicate-safe — two messages arriving at once never create two records
Inbound and outbound in one Copper timeline
Replies your team sends are logged the same way inbound messages are, so the whole conversation sits on the Copper contact in order — not split across a rep’s phone and a CRM note someone remembered to write.
- Outbound messages logged on the contact too, not just inbound
- One timeline per Person, in date order
- Send WhatsApp from the integration settings page, choosing which of your connected numbers it goes from
- Matched by phone number, so it lands on the right record every time
Plans That Scale With Your Copper Team
Per seat. Transparent.
10-day free trial on every plan. No credit card. Cancel anytime.
CRM Integration
Core Copper + WhatsApp sync
- ✓Connect your WhatsApp to Copper
- ✓Chat view inside Copper
- ✓Sync contacts and message history
- ✓Inbound & outbound messaging
CRM Integration Plus
Team collaboration on WhatsApp
- ✓Everything in CRM Integration
- ✓Shared team inbox for WhatsApp
- ✓Assign and track conversations across your team
CRM Integration Pro
Automation and AI-powered workflows
- ✓Everything in CRM Integration Plus
- ✓Native Workflow Builder
- ✓MCP solution for AI-powered agents
10-day free trial · no credit card · Annual saves 20% across all tiers
Live in Copper in minutes — four steps
Start your free trial
Create your TimelinesAI account. 10-day free trial, no credit card.
Connect your existing WhatsApp numbers
Link the WhatsApp numbers your team already uses — add as many as you need.
Connect Copper
Connect your Copper CRM account — no code, no developer.
Open the integration page →Start working as one team
Messages sync to the matching Copper contact in real time and land in one shared inbox.
average setup
lines of code
new numbers (use your existing)
admin to connect
TimelinesAI vs other WhatsApp options for Copper
| TimelinesAI | Other tools | |
|---|---|---|
| Shared team inbox | ✓ | ✗ |
| Use your existing WhatsApp numbers | ✓ | ✗ |
| Multiple WhatsApp numbers | ✓ | ✗ |
| Every message from connection onward, logged on the contact | Automatic | Manual / partial |
| Real-time two-way sync | ✓ | ✗ |
| Assign chats + internal notes | ✓ | ✗ |
| Setup | Minutes, no code | Multi-step, technical |
| AI agents can read & send (MCP) | ✓ | ✗ |
Two ways to run WhatsApp with Copper
Each fits a different team. Here’s the honest difference.
Log it by hand
Today, WhatsApp chats live on WhatsApp Web while you copy details into Copper through a browser extension — one conversation, one person at a time. Nothing syncs on its own, the team can’t see the thread, and the history is gone the moment someone closes the tab.
TimelinesAI
Connect the WhatsApp numbers your team already uses and run them all from one shared inbox. Every conversation syncs to the matching Copper contact automatically, with every message from connection onward logged so your whole team can see.
Built for the way your team already sells on WhatsApp
Agencies
Approvals, creative feedback, and client check-ins in one shared thread, logged to Copper.
Consulting firms
Relationship-heavy, often international client chats on the record for the whole team.
Real estate
Buyer and seller conversations tracked against the right contact, never lost on a personal phone.
Financial services
Every client message captured and visible — important where conversations need a record.
Construction
Site updates and subcontractor threads in one inbox, synced to the project contact.
Media & creative production
Coordinate talent, clients, and crews over WhatsApp without losing the trail.
The only Copper WhatsApp integration your AI agents can talk to
Your AI can list chats, read conversation history, draft replies, label, assign, and triage — across every WhatsApp number connected to your Copper workspace.
Hi Maria! Here's the updated quote — let me know if the new pricing works and I'll get the contract over to you today.
By using this integration you agree to our End User License Agreement.
Read the EULA →