Video Tutorial: TimelinesAI and Zoho Integration
In this article, you'll find video tutorials that cover the entire configuration process for the Zoho integration offered by TimelinesAI.
đź“Ś Video Segments
00:00 – Introduction
An overview of the integration process. Explains why connecting Zoho CRM with TimelinesAI is valuable, what the setup covers, and what viewers will learn by the end of the video.
00:21 – WhatsApp Account Status
Demonstrates how to verify that your WhatsApp account is active and properly connected to TimelinesAI. This step ensures that all subsequent CRM syncs function correctly.
01:20 – Connecting Zoho CRM (OAuth)
Walks through the process of linking Zoho CRM with TimelinesAI using OAuth authentication. Covers how to create the necessary credentials in Zoho and authorize them within TimelinesAI for a secure connection.
02:09 – Configuring Sync Settings
Shows how to adjust synchronization preferences between Zoho CRM and TimelinesAI. Includes options for selecting what data to sync, how frequently synchronization occurs, and which records or fields are included.
đź“Ś Video Segments
00:00 – Intro
Brief introduction to the video’s purpose: showing how to integrate and use WhatsApp chat within Zoho CRM through TimelinesAI.
00:17 – Overview of Lead Sync & Extension Purpose
Explains why the extension exists: to sync WhatsApp conversations with Zoho CRM leads and give teams direct chat access from the CRM.
00:50 – How to Install the WhatsApp Chat Extension in Zoho CRM
Step-by-step demonstration of locating and installing the extension from the Zoho CRM marketplace.
01:04 – Recommended Settings: “Install for All Users” Explained
Details why selecting “Install for All Users” ensures the whole team can access WhatsApp integration without individual setup.
01:51 – Team Member Email Matching for Proper Access
Shows how user email addresses in Zoho must match TimelinesAI team emails to assign the right permissions and chat access.
02:23 – Confirmation & Installation Completion
Covers the final installation confirmation steps and verification that the extension is active.
02:36 – Zoho Lead Page Refresh + Opening Chat View
Demonstrates how to refresh a Zoho lead record to display the new WhatsApp Chat View panel.
03:07 – WhatsApp Conversation Sync (Messages, Attachments, Emojis)
Shows that conversations—including text, attachments, and emojis—sync automatically into Zoho CRM.
03:34 – Sending Messages, Files, and Using Keyboard Shortcuts
Walkthrough of composing and sending messages or files directly from Zoho, including useful keyboard shortcuts.
04:21 – Using Templates from TimelinesAI in Zoho Chat View
Demonstrates how to access and send pre-made message templates created in TimelinesAI from within the Zoho interface.
05:02 – Chat Sync & Real-Time Contact Responses
Illustrates how incoming WhatsApp replies sync back instantly to Zoho CRM, enabling real-time visibility.
05:30 – Message Sent Confirmation & UI Behavior Explained
Explains how Zoho displays confirmation when a message is successfully sent, including small UI behavior details.
05:55 – User Profiles & Shared WhatsApp Access Explained
Clarifies how multiple users can share access to WhatsApp numbers through TimelinesAI, maintaining collaborative transparency.
06:04 – Contact Info, Chat ID & Opening Chat in TimelinesAI
Shows where to find chat details like contact information and chat IDs, with the option to open full conversations in TimelinesAI.
06:31 – New Contact Detection & Chat Initialization
Covers how new WhatsApp contacts are detected and how initial chats are created and linked to Zoho leads.
06:56 – Lead Owner Assignment via Email Match Logic
Explains how ownership of synced leads is determined based on matching the lead owner’s email in Zoho with a TimelinesAI account.
07:35 – Outro & Support Bubble Reminder
Wrap-up segment reminding users they can use the in-app support bubble for help or additional guidance.
For more Information about this integration, refer to these resources:
Updated on: 04/09/2025
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