TimelinesAI and Monday CRM Integration
If you want to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration.
In this article we'll see:
Integration Setup on TimelinesAI
Step 1: Install TimelinesAI in your Monday Account
Step 2: Authorize TimelinesAI in your Monday Account
Integration Settings on TimelinesAI
Synchronizing Contacts on Monday
How to configure your Monday board to sync WhatsApp contacts?
How does the integration work?
Do you need to sync more information on Monday?
Note: This integration can only be configured by the workspace Owner or Admin users (Master Connection)
First, log into your Monday CRM account and in the same web browser window, in another tab, log into your TimelinesAI account.
Once done, you may go to TimelinesAI, where you'll see the Monday CRM Integration in the sidebar that's on the left, under Integrations:
Click on this button to get started. You'll be taken to a page where you can select the following:
All Workspaces: TimelinesAI will be installed in all of your Monday CRM workspaces
Specific Workspaces: Selecting this option will allow you to choose the specific workspace on Monday CRM where you want TimelinesAI to be installed
After selecting any of the options above, you'll need to click on the "Install" button that's at the bottom of the page.
You'll be taken to the "Installed Apps" within Monday CRM, where the WhatsApp integration by TimelinesAI app will show up, confirming that the first step has been completed and now, we can continue with the next step.
Back on TimelinesAI, now you need to click on the second button "Authorize TimelinesAI in your Monday account" and you'll be taken to a page where you'll authorize TimelinesAI to access your Monday CRM information.
Just make sure to click on the "Authorize" button at the bottom.
Once done, the system will take you back to TimelinesAI, where you'll notice that the connection is now established.
You'll see these settings within the Monday CRM Integration on TimelinesAI:
Disconnect: This button allows you to disconnect the integration
Download Log: This option creates a log that you can download to review the integration's activity (it can be shared with our Support, if needed)
Now that you have connected TimelinesAI with Monday, you are now able to use our recipes or templates there. To sync contacts on Monday, you must have a board with the following columns:
Phone
Link
The “Phone” column will display the contact’s phone number
The “Link” column will contain the Chat Link on TimelinesAI, which you can click on to review the chat thread on TimelinesAI
To get started with the Monday template/recipe setup, please follow the steps below:
Go to your Monday CRM and access the Board you want to sync contacts to.
Then, make sure to click on the “Integrate” button that’s above:
Search for the "WhatsApp Chats - TimelinesAI":
You’ll see a template show up inside: “When new incoming chat received for WhatsApp Account number create an item”. You may click on it to configure it:
Clicking on the “WhatsApp Account number” option will allow you to:
select any specific WhatsApp account that you have connected on TimelinesAI, so this particular template can work for that one or;
select “Any”, so the recipe can work for all of the connected WhatsApp accounts in your TimelinesAI workspace
Then, you’ll need to click on “item”, so you can add the details as shown here:
Once you add the details, you may click on “Done” and Monday will enable this recipe automatically.
With this recipe now configured, all your new incoming chats on WhatsApp will have their contacts synced on Monday, within the Board you chose and following the parameters you mapped.
The system will search for the phone number and, if there's no match, we'll create that contact for you. Remember, this configuration will only work on new incoming chats . You can configure more templates with different triggers, though. Refer to the section below to check the resources we provide for different templates.
You can sync more chat information from TimelinesAI to Monday by referring to these articles:
1. Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
2. Monday CRM Integration Template: Send an Automated Message
In this article we'll see:
Integration Setup on TimelinesAI
Step 1: Install TimelinesAI in your Monday Account
Step 2: Authorize TimelinesAI in your Monday Account
Integration Settings on TimelinesAI
Synchronizing Contacts on Monday
How to configure your Monday board to sync WhatsApp contacts?
How does the integration work?
Do you need to sync more information on Monday?
Note: This integration can only be configured by the workspace Owner or Admin users (Master Connection)
Integration Setup on TimelinesAI
First, log into your Monday CRM account and in the same web browser window, in another tab, log into your TimelinesAI account.
Once done, you may go to TimelinesAI, where you'll see the Monday CRM Integration in the sidebar that's on the left, under Integrations:
Step 1: Install TimelinesAI in your Monday Account
Click on this button to get started. You'll be taken to a page where you can select the following:
All Workspaces: TimelinesAI will be installed in all of your Monday CRM workspaces
Specific Workspaces: Selecting this option will allow you to choose the specific workspace on Monday CRM where you want TimelinesAI to be installed
After selecting any of the options above, you'll need to click on the "Install" button that's at the bottom of the page.
You'll be taken to the "Installed Apps" within Monday CRM, where the WhatsApp integration by TimelinesAI app will show up, confirming that the first step has been completed and now, we can continue with the next step.
Step 2: Authorize TimelinesAI in your Monday Account
Back on TimelinesAI, now you need to click on the second button "Authorize TimelinesAI in your Monday account" and you'll be taken to a page where you'll authorize TimelinesAI to access your Monday CRM information.
Just make sure to click on the "Authorize" button at the bottom.
Once done, the system will take you back to TimelinesAI, where you'll notice that the connection is now established.
Monday Integration Settings
You'll see these settings within the Monday CRM Integration on TimelinesAI:
Disconnect: This button allows you to disconnect the integration
Download Log: This option creates a log that you can download to review the integration's activity (it can be shared with our Support, if needed)
Synchronizing Contacts on Monday
Now that you have connected TimelinesAI with Monday, you are now able to use our recipes or templates there. To sync contacts on Monday, you must have a board with the following columns:
Phone
Link
The “Phone” column will display the contact’s phone number
The “Link” column will contain the Chat Link on TimelinesAI, which you can click on to review the chat thread on TimelinesAI
How to configure your Monday board to sync WhatsApp contacts?
To get started with the Monday template/recipe setup, please follow the steps below:
Go to your Monday CRM and access the Board you want to sync contacts to.
Then, make sure to click on the “Integrate” button that’s above:
Search for the "WhatsApp Chats - TimelinesAI":
You’ll see a template show up inside: “When new incoming chat received for WhatsApp Account number create an item”. You may click on it to configure it:
Clicking on the “WhatsApp Account number” option will allow you to:
select any specific WhatsApp account that you have connected on TimelinesAI, so this particular template can work for that one or;
select “Any”, so the recipe can work for all of the connected WhatsApp accounts in your TimelinesAI workspace
Then, you’ll need to click on “item”, so you can add the details as shown here:
Once you add the details, you may click on “Done” and Monday will enable this recipe automatically.
How does the integration work?
With this recipe now configured, all your new incoming chats on WhatsApp will have their contacts synced on Monday, within the Board you chose and following the parameters you mapped.
The system will search for the phone number and, if there's no match, we'll create that contact for you. Remember, this configuration will only work on new incoming chats . You can configure more templates with different triggers, though. Refer to the section below to check the resources we provide for different templates.
Do you need to sync more information on Monday?
You can sync more chat information from TimelinesAI to Monday by referring to these articles:
1. Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
2. Monday CRM Integration Template: Send an Automated Message
Updated on: 15/11/2024
Thank you!