Integration of TimelinesAI with Monday CRM
The integration of TimelinesAI with Monday CRM empowers teams by seamlessly syncing WhatsApp communications into their Monday.com workspace. With this integration, you can manage WhatsApp contacts and messages directly from your Monday boards, enabling your team to stay organized, streamline communication workflows, and enhance collaboration.
This guide will walk you through the workflow of the following six steps to successfully enable TimelinesAI and Monday CRM Integration:
Installing TimelinesAI in Monday CRM
Authorising TimelinesAI Access
Monday Integration Settings
Synchronising WhatsApp Contacts with Monday CRM
Configuring Monday Board for WhatsApp Sync
How Does the Integration Work?
Sync More Info on Monday
Let’s get started 🚀
To begin using the TimelinesAI and Monday CRM integration, you’ll need to install the TimelinesAI app in your Monday.com account. This can be achieved through two different methods as outlined below:
Log in to your Monday.com account and follow the steps below.
Log in to your TimelinesAI account and follow the steps below.
After installation, you’ll need to provide TimelinesAI with permission to access your Monday CRM data.
This successful authorization will grant TimelinesAI the necessary permissions to interact with your Monday.com data, creating a seamless workflow between WhatsApp and Monday CRM ⚡️
TimelinesAI provides flexible options for managing your integration settings with Monday CRM. These configurations enable you to control data flow and manage your integration effectively, ensuring you have full command over your WhatsApp synchronization.
The Disconnect button allows you to terminate the integration with Monday CRM at any time. If you decide to stop synchronizing WhatsApp messages within Monday, simply click Disconnect to halt the data transfer immediately.
With the Download Log option, you can generate a comprehensive CSV log of the last 100 integration activities. This log provides insights into recent synchronization events, helping you track data changes and troubleshoot potential issues effectively.
To get the most out of this integration, you’ll need to configure your Monday board for WhatsApp contact synchronization. This involves ensuring that your Monday board has specific columns to capture essential WhatsApp contact details.
Required Monday Columns for Synchronization 👇
Configure your Monday.com board to sync with WhatsApp activities using predefined templates tailored for various scenarios. These templates enable you to automate specific actions, such as creating items for new chats, updating existing items based on incoming messages, or attaching files. Use the table below to explore different automation options and access their detailed guides for seamless integration.
You can anytime come back to this automation template on your Monday board (Open your Monday board > Click on the Integrate at the top of the board > Switch to Board automations tab) to perform the following operation:
1. Disable the template using toggle switch
2. Edit the integration
3. Duplicate the integration
4. View Integration Activity
5. Delete Integration
With the template now configured, each new incoming WhatsApp chat will automatically sync its contact information to the Monday board you selected. The sync process will adhere to the parameters and fields you mapped during the setup.
Contact Creation: When a new WhatsApp message is received, the system will first search for the contact’s phone number on your Monday board.
Auto-Creation for New Contacts: If the phone number is not found on the board, the system will create a new contact entry for you, adding all mapped information such as the contact name, phone number, chat link, and any other specified details.
This setup only applies to new incoming chats. Existing or previous chat data will not be included in the sync 💡
You can set up additional templates with different triggers and actions to meet various workflow needs. For example, you might create separate templates for outgoing messages, group chats, or status updates. Refer to the next section for more details on the resources and template options available to tailor the integration to your preferences.
You can sync more chat information from TimelinesAI to Monday by referring to these articles:
Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
Monday CRM Integration Template: Send an Automated Message
This guide will walk you through the workflow of the following six steps to successfully enable TimelinesAI and Monday CRM Integration:
Installing TimelinesAI in Monday CRM
Authorising TimelinesAI Access
Monday Integration Settings
Synchronising WhatsApp Contacts with Monday CRM
Configuring Monday Board for WhatsApp Sync
How Does the Integration Work?
Sync More Info on Monday
Let’s get started 🚀
Installing TimelinesAI in Monday CRM
To begin using the TimelinesAI and Monday CRM integration, you’ll need to install the TimelinesAI app in your Monday.com account. This can be achieved through two different methods as outlined below:
Method I: Monday.com App Marketplace
Log in to your Monday.com account and follow the steps below.
Method II: TimelinesAI Integrations
Log in to your TimelinesAI account and follow the steps below.
Authorizing TimelinesAI Access
After installation, you’ll need to provide TimelinesAI with permission to access your Monday CRM data.
This successful authorization will grant TimelinesAI the necessary permissions to interact with your Monday.com data, creating a seamless workflow between WhatsApp and Monday CRM ⚡️
Monday Integration Settings
TimelinesAI provides flexible options for managing your integration settings with Monday CRM. These configurations enable you to control data flow and manage your integration effectively, ensuring you have full command over your WhatsApp synchronization.
Disconnect Integration
The Disconnect button allows you to terminate the integration with Monday CRM at any time. If you decide to stop synchronizing WhatsApp messages within Monday, simply click Disconnect to halt the data transfer immediately.
Download Log
With the Download Log option, you can generate a comprehensive CSV log of the last 100 integration activities. This log provides insights into recent synchronization events, helping you track data changes and troubleshoot potential issues effectively.
Synchronizing WhatsApp Contacts with Monday CRM
Prerequisites
To get the most out of this integration, you’ll need to configure your Monday board for WhatsApp contact synchronization. This involves ensuring that your Monday board has specific columns to capture essential WhatsApp contact details.
Required Monday Columns for Synchronization 👇
| Required Columns | Interpretation |
|---|---|
| Phone Column | Displays each contact’s phone number, which is crucial for matching contacts. |
| Link Column | Contains a direct link to the corresponding WhatsApp chat in TimelinesAI for quick access. |
Configuring Monday Board for WhatsApp Sync
Configure your Monday.com board to sync with WhatsApp activities using predefined templates tailored for various scenarios. These templates enable you to automate specific actions, such as creating items for new chats, updating existing items based on incoming messages, or attaching files. Use the table below to explore different automation options and access their detailed guides for seamless integration.
| Template Name | Guide |
|---|---|
| When new outgoing chat created in WhatsApp account number create an item. | Reference |
| When new incoming chat received for WhatsApp account number create an item. | Reference |
| When new group chat created in whatsapp account number create an item. | Reference |
| When status changes to something send message from whatsapp account to phone. | Reference |
| When new message received in whatsapp account contains text find an item in the current board by phone and update it. | Reference |
| When new message received in WhatsApp account find an item in the current board by phone and update it. | Reference |
| When new message received in whatsapp account contains text create an item in this board and upload attachment to file. | Reference |
You can anytime come back to this automation template on your Monday board (Open your Monday board > Click on the Integrate at the top of the board > Switch to Board automations tab) to perform the following operation:
1. Disable the template using toggle switch
2. Edit the integration
3. Duplicate the integration
4. View Integration Activity
5. Delete Integration
How Does the Integration Work?
With the template now configured, each new incoming WhatsApp chat will automatically sync its contact information to the Monday board you selected. The sync process will adhere to the parameters and fields you mapped during the setup.
How It Works
Contact Creation: When a new WhatsApp message is received, the system will first search for the contact’s phone number on your Monday board.
Auto-Creation for New Contacts: If the phone number is not found on the board, the system will create a new contact entry for you, adding all mapped information such as the contact name, phone number, chat link, and any other specified details.
This setup only applies to new incoming chats. Existing or previous chat data will not be included in the sync 💡
Expanding Your Automation
You can set up additional templates with different triggers and actions to meet various workflow needs. For example, you might create separate templates for outgoing messages, group chats, or status updates. Refer to the next section for more details on the resources and template options available to tailor the integration to your preferences.
Sync More Info on Monday
You can sync more chat information from TimelinesAI to Monday by referring to these articles:
Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
Monday CRM Integration Template: Send an Automated Message
Updated on: 13/12/2024
Thank you!