Monday CRM Live WhatsApp Chat View
Monday CRM Live WhatsApp Chat View helps you see and manage WhatsApp messages directly inside Monday CRM using TimelinesAI. With this, you can chat with customers in real-time, send attachments, track message statuses, and more—all without leaving Monday CRM.
This guide explains how to use the WhatsApp-HubSpot integration to manage WhatsApp messages for contacts and deals.
✅ Pre-Requisites
✅ How Does It Work?
✅ Features in the Monday CRM Live WhatsApp Chat View
✅ Integration of TimelinesAI with Monday CRM
✅ Install Live WhatsApp Chat View in Monday CRM
✅ What is ChatID and How to Get It?
✅ How to Start a New Chat If It Doesn't Exist?
✅ Sending A Template From The View
✅ Navigation to the Contact’s Details Page
✅ Adding Attachments in a Chat
✅ Sending Emojis to a Chat
✅ Message Sent, Received, and Seen Signs
✅ Viewing Reactions in Live WhatsApp Chat View
✅ Message Received in Your Contact’s Details Page
✅ Deleted Message in Live WhatsApp Chat View
✅ Download A Received Document
✅ Create a Template in TimelinesAI
Let’s get started 🚀
TimelinesAI Account: You must have an active TimelinesAI account to integrate with Monday CRM and WhatsApp. Ensure that you’ve signed up and logged into your account.
Monday CRM: To integrate TimelinesAI with Monday CRM, you need to connect both platforms. Ensure you’ve installed the TimelinesAI app on Monday CRM to enable chat functionality and data synchronization between both tools.
WhatsApp Accounts: WhatsApp accounts must be connected to TimelinesAI. You’ll need to authenticate your WhatsApp number within TimelinesAI for chat functionality.
Phone Number: Contacts on Monday board must have a non-empty phone number in a column of "Phone" type or a column named "ChatID". If a contact does not have a valid phone number, chat functionality cannot be initiated.
Individual Connections for Monday CRM Users: An individual connection is required for each additional Monday CRM user to access the chat view. They do not need to install the app; once the Monday organization admin installs the TimelinesAI app, it becomes visible to all users in the organization.
The TimelinesAI Live WhatsApp Chat View integration lets you manage WhatsApp chats directly on Monday CRM's item view page.
When you add the WhatsApp view, the system looks for two things within the board item: numbers in columns of "Phone" type and values in columns named ChatID.
Once the system has the phone numbers and/or ChatIDs, it finds the WhatsApp chats that match these details from TimelinesAI. The chats will be shown directly inside the view. You can now read WhatsApp messages within Monday CRM. You can also reply to messages, including using message templates, adding attachments, and sending emojis.
All messages are sent and received in real-time. This means the conversation stays up-to-date and seamless, and you never have to leave Monday CRM to manage the chat.
Live Message Synchronization: Messages sent or received in WhatsApp are displayed in real-time within the view.
Internal Notes Synchronization: Notes added to a chat via the TimelinesAI Shared Inbox interface appear instantly in the live chat view.
Multiple Conversations in a Single View: Access and manage multiple WhatsApp conversations within the same item view.
Chat on Behalf of Any Team Member: Send messages as any member of your team directly from Monday CRM.
Manage Group Chats: View and manage WhatsApp Group chats without leaving Monday CRM via the ChatID column
Image Previews and File Downloads: Preview images and download files shared in the conversation.
Message Delivery Status: See delivery and read status for each message.
Send Attachments: Share any type of file directly through the chat view.
Send Emojis: Use emojis in your messages to keep conversations engaging and friendly.
Send Templates: Send message templates, perfect for automating notifications and updates.
Start a New Chat: You can initiate a new WhatsApp conversation directly from Monday CRM, even if no prior chat exists.
Connecting TimelinesAI with Monday CRM helps you to manage projects more easily by adding smart AI tools and timelines right into your CRM. This allows teams to work more smoothly, prioritize tasks better, and track progress, so everyone stays on track and meets deadlines. By using TimelinesAI with Monday CRM, businesses can also make smarter decisions and get more done.
To learn about how you can integrate your TimelinesAI account with Monday CRM, refer to the documentation Integration of TimelinesAI with Monday CRM.
The view is available through WhatsApp Integration with the TimelinesAI app. To add the Monday CRM Live WhatsApp Chat View to the item pages on your board:
Open the item details page
Click "+" in views menu, then click "Installed apps"
Final TimelinesAI app and click "Add to item"
In this demonstration, we will guide you to install the Monday CRM Live WhatsApp Chat View:
In TimelinesAI, a ChatID is a unique code assigned to each WhatsApp chat. It helps track and organize conversations and ensures smooth message syncing in Monday CRM and other platforms.
Through the following demonstration, you will learn how to get the ChatID:
By adding a ChatID column to your Monday CRM board, the Live WhatsApp Chat View can accurately link and display group conversations. This allows you to manage and respond to group messages directly from Monday CRM, just like individual chats.
In this demonstration, we will guide you on how to make it work:
You can add Chat IDs manually, as described above. If you prefer to automate the process, check out our Board Automations and Templates, which can automatically create items on your Monday board and sync the corresponding Chat IDs.
You can view multiple conversations in the same chat window. This happens in the following cases:
If your board has multiple Phone-type columns with different numbers in an item, TimelinesAI will look for all matching WhatsApp chats. Any chats found will be shown together in one view.
If you have multiple WhatsApp accounts connected to TimelinesAI, such as one for support and another for sales, all chats with the same contact will appear in one view. This helps teams stay informed, regardless of which account or agent started the conversation.
Sometimes, a customer or lead may not have an existing conversation in WhatsApp. In such cases, the Live WhatsApp Chat View allows users to initiate a new chat directly from Monday CRM. This feature is especially useful for reaching out to new clients, following up on inquiries, or proactively engaging with leads.
In this demonstration, we will guide you on how to start a new chat if it doesn't exist:
You can also send templates to your contacts through the chat view section. But if you don’t have a template already, you can check out the Creating a Template from TimelinesAI section.
Through this demonstration, you will learn how to send a template from the view.
If you want to navigate to a contact’s details page, the following demonstration will help you through the process.
Access the contact’s details page to which you want to send the attachment, click on the “TImelinesAI Live WhatsApp Chat” option, and click on the attachments icon. Then click on the send icon to send your attachments.
Through this demonstration, you will learn to add and send attachments in a chat.
Access the contact’s details page to which you want to send the emojis, click on the “TImelinesAI Live WhatsApp Chat” option, and click on the attachments icon. Then click on the send icon to send your emoticons.
Through this demonstration, you will learn to send emojis to a chat.
When you send a message, a single tick means the message has been sent and a double tick means the recipient has received the message. When the tick turns blue, it means the recipient has read the message.
In the Live WhatsApp Chat View, you can see any reactions added to messages. This makes it easy to understand the conversation and follow interactions more clearly.
When you receive a message, it will appear on the WhatsApp Chat View. This makes it easy to view and manage all conversations in one place.
In the Live WhatsApp Chat View, deleted messages still appear with a Deleted by Sender note and a timestamp. This helps you track all interactions, even if a message is removed.
You can easily download any received documents, images, videos, or other files directly from the chat. Simply click on the Download (⬇️) icon next to the attachment to save it to your device.
Sometimes, you need to send the same message to many people, like reminders or updates. It can take a lot of time if you have to type it out each time. That’s where sending message templates from TImelinesAI view comes in.
Note: Even if no variables seem available, the Live Chat view in Monday CRM supports two basic variables:
{name} - Automatically parsed as the contact’s name (as seen in TimelinesAI Shared Inbox).
{phone} - Automatically parsed as the contact’s phone number.
In this demonstration, we will guide you to create a template from TimelinesAI:
This guide explains how to use the WhatsApp-HubSpot integration to manage WhatsApp messages for contacts and deals.
✅ Pre-Requisites
✅ How Does It Work?
✅ Features in the Monday CRM Live WhatsApp Chat View
✅ Integration of TimelinesAI with Monday CRM
✅ Install Live WhatsApp Chat View in Monday CRM
✅ What is ChatID and How to Get It?
✅ How to Start a New Chat If It Doesn't Exist?
✅ Sending A Template From The View
✅ Navigation to the Contact’s Details Page
✅ Adding Attachments in a Chat
✅ Sending Emojis to a Chat
✅ Message Sent, Received, and Seen Signs
✅ Viewing Reactions in Live WhatsApp Chat View
✅ Message Received in Your Contact’s Details Page
✅ Deleted Message in Live WhatsApp Chat View
✅ Download A Received Document
✅ Create a Template in TimelinesAI
Let’s get started 🚀
Pre-Requisites
TimelinesAI Account: You must have an active TimelinesAI account to integrate with Monday CRM and WhatsApp. Ensure that you’ve signed up and logged into your account.
Monday CRM: To integrate TimelinesAI with Monday CRM, you need to connect both platforms. Ensure you’ve installed the TimelinesAI app on Monday CRM to enable chat functionality and data synchronization between both tools.
WhatsApp Accounts: WhatsApp accounts must be connected to TimelinesAI. You’ll need to authenticate your WhatsApp number within TimelinesAI for chat functionality.
Phone Number: Contacts on Monday board must have a non-empty phone number in a column of "Phone" type or a column named "ChatID". If a contact does not have a valid phone number, chat functionality cannot be initiated.
Individual Connections for Monday CRM Users: An individual connection is required for each additional Monday CRM user to access the chat view. They do not need to install the app; once the Monday organization admin installs the TimelinesAI app, it becomes visible to all users in the organization.
How Does It Work?
The TimelinesAI Live WhatsApp Chat View integration lets you manage WhatsApp chats directly on Monday CRM's item view page.
When you add the WhatsApp view, the system looks for two things within the board item: numbers in columns of "Phone" type and values in columns named ChatID.
Once the system has the phone numbers and/or ChatIDs, it finds the WhatsApp chats that match these details from TimelinesAI. The chats will be shown directly inside the view. You can now read WhatsApp messages within Monday CRM. You can also reply to messages, including using message templates, adding attachments, and sending emojis.
All messages are sent and received in real-time. This means the conversation stays up-to-date and seamless, and you never have to leave Monday CRM to manage the chat.
Features in the Monday CRM Live WhatsApp Chat View
Live Message Synchronization: Messages sent or received in WhatsApp are displayed in real-time within the view.
Internal Notes Synchronization: Notes added to a chat via the TimelinesAI Shared Inbox interface appear instantly in the live chat view.
Multiple Conversations in a Single View: Access and manage multiple WhatsApp conversations within the same item view.
Chat on Behalf of Any Team Member: Send messages as any member of your team directly from Monday CRM.
Manage Group Chats: View and manage WhatsApp Group chats without leaving Monday CRM via the ChatID column
Image Previews and File Downloads: Preview images and download files shared in the conversation.
Message Delivery Status: See delivery and read status for each message.
Send Attachments: Share any type of file directly through the chat view.
Send Emojis: Use emojis in your messages to keep conversations engaging and friendly.
Send Templates: Send message templates, perfect for automating notifications and updates.
Start a New Chat: You can initiate a new WhatsApp conversation directly from Monday CRM, even if no prior chat exists.
Integration of TimelinesAI with Monday CRM
Connecting TimelinesAI with Monday CRM helps you to manage projects more easily by adding smart AI tools and timelines right into your CRM. This allows teams to work more smoothly, prioritize tasks better, and track progress, so everyone stays on track and meets deadlines. By using TimelinesAI with Monday CRM, businesses can also make smarter decisions and get more done.
To learn about how you can integrate your TimelinesAI account with Monday CRM, refer to the documentation Integration of TimelinesAI with Monday CRM.
Install Live WhatsApp Chat View on Monday CRM
The view is available through WhatsApp Integration with the TimelinesAI app. To add the Monday CRM Live WhatsApp Chat View to the item pages on your board:
Open the item details page
Click "+" in views menu, then click "Installed apps"
Final TimelinesAI app and click "Add to item"
In this demonstration, we will guide you to install the Monday CRM Live WhatsApp Chat View:
What is ChatID and How to Get It?
In TimelinesAI, a ChatID is a unique code assigned to each WhatsApp chat. It helps track and organize conversations and ensures smooth message syncing in Monday CRM and other platforms.
Through the following demonstration, you will learn how to get the ChatID:
How to Create a 'ChatID' Column and Insert Values into It?
By adding a ChatID column to your Monday CRM board, the Live WhatsApp Chat View can accurately link and display group conversations. This allows you to manage and respond to group messages directly from Monday CRM, just like individual chats.
In this demonstration, we will guide you on how to make it work:
You can add Chat IDs manually, as described above. If you prefer to automate the process, check out our Board Automations and Templates, which can automatically create items on your Monday board and sync the corresponding Chat IDs.
Multiple Conversations in the Same View
You can view multiple conversations in the same chat window. This happens in the following cases:
If your board has multiple Phone-type columns with different numbers in an item, TimelinesAI will look for all matching WhatsApp chats. Any chats found will be shown together in one view.
If you have multiple WhatsApp accounts connected to TimelinesAI, such as one for support and another for sales, all chats with the same contact will appear in one view. This helps teams stay informed, regardless of which account or agent started the conversation.
How to Start a New Chat If It Doesn't Exist?
Sometimes, a customer or lead may not have an existing conversation in WhatsApp. In such cases, the Live WhatsApp Chat View allows users to initiate a new chat directly from Monday CRM. This feature is especially useful for reaching out to new clients, following up on inquiries, or proactively engaging with leads.
In this demonstration, we will guide you on how to start a new chat if it doesn't exist:
Sending A Template From The View
You can also send templates to your contacts through the chat view section. But if you don’t have a template already, you can check out the Creating a Template from TimelinesAI section.
Through this demonstration, you will learn how to send a template from the view.
Navigation to the Contact’s Details Page
If you want to navigate to a contact’s details page, the following demonstration will help you through the process.
Adding Attachments in a Chat
Access the contact’s details page to which you want to send the attachment, click on the “TImelinesAI Live WhatsApp Chat” option, and click on the attachments icon. Then click on the send icon to send your attachments.
Through this demonstration, you will learn to add and send attachments in a chat.
Sending Emojis to a Chat
Access the contact’s details page to which you want to send the emojis, click on the “TImelinesAI Live WhatsApp Chat” option, and click on the attachments icon. Then click on the send icon to send your emoticons.
Through this demonstration, you will learn to send emojis to a chat.
Message Sent, Received, and Seen Signs
When you send a message, a single tick means the message has been sent and a double tick means the recipient has received the message. When the tick turns blue, it means the recipient has read the message.
Viewing Reactions in Live WhatsApp Chat View
In the Live WhatsApp Chat View, you can see any reactions added to messages. This makes it easy to understand the conversation and follow interactions more clearly.
Message Received in the WhatsApp Chat View
When you receive a message, it will appear on the WhatsApp Chat View. This makes it easy to view and manage all conversations in one place.
Deleted Message in Live WhatsApp Chat View
In the Live WhatsApp Chat View, deleted messages still appear with a Deleted by Sender note and a timestamp. This helps you track all interactions, even if a message is removed.
Download a Received Attachment
You can easily download any received documents, images, videos, or other files directly from the chat. Simply click on the Download (⬇️) icon next to the attachment to save it to your device.
Create a Template in TimelinesAI
Sometimes, you need to send the same message to many people, like reminders or updates. It can take a lot of time if you have to type it out each time. That’s where sending message templates from TImelinesAI view comes in.
Note: Even if no variables seem available, the Live Chat view in Monday CRM supports two basic variables:
{name} - Automatically parsed as the contact’s name (as seen in TimelinesAI Shared Inbox).
{phone} - Automatically parsed as the contact’s phone number.
In this demonstration, we will guide you to create a template from TimelinesAI:
Updated on: 02/04/2025
Thank you!