We’d like to announce two new WhatsApp Integrations available to customers within the Sugar Marketplace – Timelines.ai & Urdhva Tech. Now reps can sync WhatsApp communications directly into Sugar, eliminating manual data entry, improving customer response times, and giving management full visibility into business communications.
Check them out on the marketplace here.
Timlines.ai – Solution Summary
- Connect personal or business WhatsApp accounts via QR code — no API approval, no new phone numbers, and no rebuild of current workflows.
- Shared team inbox with full CRM visibility – Centralize multiple WhatsApp accounts in a collaborative inbox while logging every message and attachment directly to Sugar Leads and Contacts.
- Real‑time message + attachment sync – Every WhatsApp message, file, voice note, and image is captured instantly and tied to the CRM record — even if reps reply from their phones.
- AI‑powered automation and summaries – Reduce manual efforts with summaries, auto-replies, ideal for high volume sales and support teams
Urdhva Tech – Solution Summary
- Connect WhatsApp business accounts natively inside Sugar, powered by the official WhatsApp Cloud API – Engage customers in real time from Sugar — no app‑switching, no copy/paste, and fully compliant and coded in SugarAI native framework
- Deep CRM record linking (Accounts, Contacts, Leads) – WhatsApp conversations are automatically matched and stored against the right Sugar records
- Automation, templates, and bulk messaging at scale – Go beyond chat with templates, automated workflows, and scheduled bulk WhatsApp campaigns driven by Sugar data
- Rich media + analytics built for revenue teams – Send and receive images, documents, and audio while tracking delivery, engagement, and performance directly inside Sugar.
Customers can get more information on each solution by clicking ‘Learn more’ on the marketplace listings.