---
title: "WhatsApp"
slug: "whatsapp"
updated: 2025-11-07T15:44:02Z
published: 2025-11-07T15:44:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.close.com/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp

Reach your contacts on WhatsApp directly within Close, without switching apps. Using an Integration Link, your team can get in touch with your leads through WhatsApp with just one click.

Under **Settings > Integration Links**, make sure the **WhatsApp** option is enabled under **Standard Links**:

![](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/Screenshot 2025-06-29 at 10.10.28 PM.png)

Once enabled, contacts with a phone number registered with WhatsApp can be reached directly from the lead page by clicking on the WhatsApp icon:

![](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/Screenshot 2025-06-29 at 10.46.13 PM(1).png)

If a WhatsApp account cannot be found with that phone number, you’ll see a message notifying you that contact is not associated with a WhatsApp number.

## Filtering

You can filter Leads and Contacts by WhatsApp messages to create Smart Views to track these events in your Leads. You can find WhatsApp event filters under **Communication** >**Find the first/last communication where**… > **Type**.

![](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/CleanShot 2025-08-05 at 17.25.35.png)

## TimelinesAI Integration for WhatsApp

![](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/image(92).png)

Close now supports a direct integration with TimelinesAI, enabling seamless syncing of WhatsApp messages with your Close CRM leads. It works with **WhatsApp Business App** and **Personal** accounts.

This integration offers:

- **Automatic Lead Creation:** When a new WhatsApp chat appears, TimelinesAI can auto-create a new lead in Close if no matching contact exists.
- **Message Sync:** WhatsApp messages are logged as “WhatsApp” activities in the Close activity feed, including text, locations, and attachments (up to 25 MB).
- **Phone Number Matching:** Messages are matched to leads using the WhatsApp contact’s phone number in international format. If a match is found, messages sync to the existing lead; if not, a new lead can be created (if auto-create is enabled).
- **Lead Ownership Logic:** Automatically assigns the lead owner based on chat responsibility, WhatsApp account ownership, or defaults to the integration owner.

For more details and setup instructions, see [TimelinesAI’s Close CRM Integration Guide ↗](https://help.timelines.ai/en/articles/12383539-close-crm-integration-with-timelinesai).

## Log WhatsApp Messages in Close via Zapier

You can use [**Zapier**](https://help.close.com/v1/docs/en/zapier) to log WhatsApp messages in Close or trigger actions based on Close events. Some messaging tools like [**Superchat**](https://www.superchat.com/integrationen/close?ampDeviceId=4b2a02d0-bec9-4ad7-8e74-303046d1c18e&ampSessionId=1753466683577&_gl=1*1mhku5r*_gcl_au*MzA4MTc5NjUyLjE3NTM0NjY2ODQ.) integrate with both Close and WhatsApp directly or through Zapier.

![](https://cdn.document360.io/b5cf4edd-8d9e-4649-a50a-2d7591eba26b/Images/Documentation/Untitled Zap - draft.png)

That way, you can keep track of all logs of your communications with your Leads that happen outside of Close in the Lead Activity feed.

***Note:****Some third-party integrations may not yet support Close’s WhatsApp message activity type, but a custom setup may allow it.*

## Create WhatsApp activities in Close via the API

For more technical teams, Close’s API allows you to create WhatsApp message activities seamlessly. These messages appear just like SMS messages in the activity feed and can trigger Inbox notifications.

See our Developer documentation for more info: [Close Developer Docs – WhatsApp Message Activity](https://developer.close.com/resources/activities/whatsappmessage/)

##