Integration of TimelinesAI with Monday CRM
With TimelinesAI’s Monday CRM integration, you can:
Sync your WhatsApp contacts directly to a Monday board.
Start, read and continue WhatsApp chats from any item’s view in Monday.
Show WhatsApp messages as updates or activities inside an item.
Send automated WhatsApp messages when a status changes on your Monday board.
This guide will walk you through six simple steps to successfully use all the features of the TimelinesAI and Monday CRM integration.
Installing TimelinesAI in Monday CRM
Authorising TimelinesAI Access
Start, read and continue WhatsApp chats in Monday CRM
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. To install the app, use one of the following methods:
Method I: install via Monday.com App Marketplace. Log in to your Monday.com account > Open Monday Marketplace > Search by WhatsApp integration by TimelinesAI > Install app. Watch interactive demo of this installation method here
Method II : install via TimelinesAI workspace settings. Log in to your TimelinesAI account as workspace owner or administrator. Open Monday Integration Settings page and click STEP 1: Install TimelinesAI in your Monday account Watch interactive demo of this installation method here :
After installing the app—regardless of the method—you’ll need to grant TimelinesAI permission to access your Monday CRM data. This step is required in addition to the app installation process. Watch interactive demo of authorization process here . Authorization must be done by each user in your team who is going to use TimelinesAI integration feature under their own Monday accounts.
As workspace owner or administrator you must authorize using following steps:
Register TimelinesAI account if you don't have one yet. If you have an account, simply login. Then navigate to Monday Integration Settings page
Depending on how you installed the app earlier and whether your Monday account email matches TimelinesAI workspace owner's email, you will see either Step1, Step2 or both steps at the same time. Click "STEP 2: Authorize TimelinesAI in your Monday account" to authorize TimelinesAI access to your Monday organization account.
Don’t see the "STEP2" button? Click the "STEP1" button, then update the installation in the new tab that opens. After that, return back to https://app.timelines.ai/integrations/monday/ . The "STEP2" button will appear, and you can continue with the authorization.
Successfully installed and Authorized Monday integration will be displayed as following
As other workspace user ( example: agents) you must authorize using following steps:
Login to your team's TimelinesAI workspace, then navigate to Monday Integration Settings page.
Click "Connect only for me" to authrorize TimelinesAI access to your Monday account
With TimelinesAI Live WhatsApp Chat view you can start and continue WhatsApp conversations directly within items view page in Monday CRM. When the view is installed, the integration searches for Phone type columns and columns named ChatID that belong to the item being displayed. It then finds the matching synchronized WhatsApp chats in TimelinesAI and displays them directly within the view.
From there, you can read WhatsApp messages and sends replies, including support for message templates, attachments, and emojis. All messages are sent and received in real time, keeping the conversation timely and seamless—without ever leaving Monday CRM.
Learn more about Live Chat view in Monday CRM in this article
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 any WhatsApp Messages as Board Item Updates
Monday CRM Integration Template: Synchronize WhatsApp messages as activities
Monday CRM Integration Template: Update Items in the Monday.com Board for New WhatsApp Messages with Text
Monday CRM Integration Template: Send WhatsApp Messages When Status Changes on the Monday.com Board
YouTube Video:
Sync your WhatsApp contacts directly to a Monday board.
Start, read and continue WhatsApp chats from any item’s view in Monday.
Show WhatsApp messages as updates or activities inside an item.
Send automated WhatsApp messages when a status changes on your Monday board.
This guide will walk you through six simple steps to successfully use all the features of the TimelinesAI and Monday CRM integration.
Installing TimelinesAI in Monday CRM
Authorising TimelinesAI Access
Start, read and continue WhatsApp chats in Monday CRM
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. To install the app, use one of the following methods:
Method I: install via Monday.com App Marketplace. Log in to your Monday.com account > Open Monday Marketplace > Search by WhatsApp integration by TimelinesAI > Install app. Watch interactive demo of this installation method here
Method II : install via TimelinesAI workspace settings. Log in to your TimelinesAI account as workspace owner or administrator. Open Monday Integration Settings page and click STEP 1: Install TimelinesAI in your Monday account Watch interactive demo of this installation method here :
Authorizing TimelinesAI Access
After installing the app—regardless of the method—you’ll need to grant TimelinesAI permission to access your Monday CRM data. This step is required in addition to the app installation process. Watch interactive demo of authorization process here . Authorization must be done by each user in your team who is going to use TimelinesAI integration feature under their own Monday accounts.
As workspace owner or administrator you must authorize using following steps:
Register TimelinesAI account if you don't have one yet. If you have an account, simply login. Then navigate to Monday Integration Settings page
Depending on how you installed the app earlier and whether your Monday account email matches TimelinesAI workspace owner's email, you will see either Step1, Step2 or both steps at the same time. Click "STEP 2: Authorize TimelinesAI in your Monday account" to authorize TimelinesAI access to your Monday organization account.
Don’t see the "STEP2" button? Click the "STEP1" button, then update the installation in the new tab that opens. After that, return back to https://app.timelines.ai/integrations/monday/ . The "STEP2" button will appear, and you can continue with the authorization.
Successfully installed and Authorized Monday integration will be displayed as following
As other workspace user ( example: agents) you must authorize using following steps:
Login to your team's TimelinesAI workspace, then navigate to Monday Integration Settings page.
Click "Connect only for me" to authrorize TimelinesAI access to your Monday account
Start, read and continue WhatsApp chats in Monday CRM
With TimelinesAI Live WhatsApp Chat view you can start and continue WhatsApp conversations directly within items view page in Monday CRM. When the view is installed, the integration searches for Phone type columns and columns named ChatID that belong to the item being displayed. It then finds the matching synchronized WhatsApp chats in TimelinesAI and displays them directly within the view.
From there, you can read WhatsApp messages and sends replies, including support for message templates, attachments, and emojis. All messages are sent and received in real time, keeping the conversation timely and seamless—without ever leaving Monday CRM.
Learn more about Live Chat view in Monday CRM in this article
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 |
| When new messages received/sent in whatsapp account , find an item by phone and create activity of WhatsApp Message type | Reference |
| When new messages in whatsapp contain text, find an item by phone and create activity of WhatsApp Message type | 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 any WhatsApp Messages as Board Item Updates
Monday CRM Integration Template: Synchronize WhatsApp messages as activities
Monday CRM Integration Template: Update Items in the Monday.com Board for New WhatsApp Messages with Text
Monday CRM Integration Template: Send WhatsApp Messages When Status Changes on the Monday.com Board
YouTube Video:
Updated on: 19/03/2025
Thank you!