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. You may refer to the specific points listed below the videos along with their timestamps.
🚀 Getting Started
(00:00)
Q: What does this video cover?
A: The video demonstrates how to connect WhatsApp with Zoho CRM using TimelinesAI, configure the sync, and explore how data flows between both platforms.
(00:21)
Q: How do I check my WhatsApp account status before connecting?
A: You need to confirm that your WhatsApp account is connected and active in TimelinesAI. This ensures smooth syncing with Zoho CRM.
🔗 Connecting Zoho CRM
(01:20)
Q: How do I connect Zoho CRM with TimelinesAI?
A: Use OAuth authentication. Log in with your Zoho account credentials when prompted inside TimelinesAI and authorize the connection.
(02:09)
Q: How do I configure sync settings after connection?
A: Once connected, set your preferences for how WhatsApp messages, contacts, and deals should sync into Zoho CRM. This includes mapping fields and defining sync rules.
✅ Confirmation & Synced Data
(05:40)
Q: How do I know the Zoho integration is active?
A: After setup, TimelinesAI will confirm the integration. You’ll see Zoho CRM listed as connected in your integrations panel.
(06:18)
Q: What data can I see inside Zoho CRM after sync?
A: You can view synchronized WhatsApp messages, contact details, and related activities directly within the Zoho CRM contact or deal profile.
💬 Messaging & Attachments
(07:50)
Q: Can I use WhatsApp inside TimelinesAI after integrating with Zoho?
A: Yes. You can continue conversations from TimelinesAI’s WhatsApp interface, and all messages will sync to Zoho CRM automatically.
(08:35)
Q: Are attachments supported in the sync?
A: Yes. Attachments such as images or files sent over WhatsApp are also synchronized into Zoho CRM and stored with the corresponding contact or deal.
📚 Support & Next Steps
Q: Where can I get help if I run into issues?
A: Use the in-app chat bubble in TimelinesAI to contact support. The team can assist with setup, troubleshooting, or custom configuration needs.
🚀 Introduction & Purpose
(00:00)
Q: What does this video cover?
A: It explains how to install and use the WhatsApp Chat Extension in Zoho CRM with TimelinesAI, including setup, sync, and messaging features.
(00:17)
Q: What is the purpose of the extension?
A: The extension allows seamless synchronization of WhatsApp leads and conversations into Zoho CRM, enabling teams to send, receive, and manage messages directly inside Zoho.
⚙️ Installation & Setup
(00:50)
Q: How do I install the WhatsApp Chat Extension in Zoho CRM?
A: You can install the extension from Zoho Marketplace and follow the on-screen instructions to connect it with TimelinesAI.
(01:04)
Q: Should I install the extension for all users?
A: Yes, it’s recommended to choose “Install for All Users” to ensure your entire team has access.
(01:51)
Q: Why is email matching important for team members?
A: For proper access, each Zoho CRM user’s email must match the email in their TimelinesAI account. This ensures smooth sync and chat visibility.
(02:23)
Q: How do I confirm the installation?
A: After installation, you’ll see a confirmation message. Refresh your Zoho CRM lead page to view the new WhatsApp chat features.
💬 Chat & Messaging in Zoho
(02:36)
Q: Where do I find the WhatsApp chat view in Zoho CRM?
A: Open any lead page, refresh, and you’ll see the WhatsApp chat window available.
(03:07)
Q: What data is synchronized into Zoho CRM?
A: Messages, attachments, emojis, and conversation history are synced automatically from WhatsApp into the lead’s profile.
(03:34)
Q: Can I send messages and files directly from Zoho?
A: Yes. You can send text, images, and files, as well as use keyboard shortcuts for efficiency.
(04:21)
Q: Can I use templates in Zoho chat view?
A: Yes, templates created in TimelinesAI are available within Zoho’s WhatsApp chat window.
(05:02)
Q: How quickly are messages synced with contacts?
A: Messages are synced in real-time. When a contact replies on WhatsApp, you’ll see it immediately in Zoho CRM.
(05:30)
Q: How do I know if a message was sent successfully?
A: A confirmation indicator appears in the chat window, showing the message status and UI behavior.
👥 Team Access & Profiles
(05:55)
Q: How does shared WhatsApp access work for teams?
A: Multiple users can share a WhatsApp account connected to TimelinesAI. Each message is tagged with the sender’s user profile for clarity.
(06:04)
Q: What additional info is available in the chat view?
A: You can see the contact’s phone number, chat ID, and open the same conversation directly in TimelinesAI if needed.
(06:31)
Q: How are new contacts handled?
A: When a new WhatsApp chat arrives, Zoho CRM detects and initializes it as a new lead contact.
(06:56)
Q: How does lead ownership get assigned?
A: Lead ownership is based on email matching logic. The Zoho user with the matching email in TimelinesAI will be assigned as the lead owner.
🆘 Support
(07:35)
Q: Where can I get support if I face issues?
A: Use the support bubble in TimelinesAI (bottom-right corner) to chat with the support team for troubleshooting or configuration questions.
For more Information about this integration, refer to these resources:
Updated on: 10/09/2025
Thank you!