To begin with the Timelines and Zoho CRM integration, you must establish a connection between Zoho and TimelinesAI. TimelinesAI Zoho Integration has two kinds of connections:
The Organization ( Master) Connection: required for any Zoho Integration feature.
The Personal ( Individual) Connection: required only for Live WhatsApp Chat feature
Connect Zoho Organization
This connection is designed for Zoho organization owners and administrators. It establishes the primary link between Zoho and TimelinesAI and is responsible for ALL data exchange between the two platforms. To establish the organization connection:
Login to TimelinesAI as workspace owner or administrator and open https://app.timelines.ai/integrations/zoho_crm/
Click Connect Zoho Organization
Follow on-screen authorization process
| The user who established Organization connection will have a personal ( individual) connection auto-established.
Connect Individual Zoho Account
To access Live WhatsApp Chat, each user in the organization must establish a personal connection between their individual Zoho account and their TimelinesAI account. The user who establishes the organization connection will have their individual connection set up automatically. All other users will need to establish their own personal connection separately:
Join TimelinesAI workspace. Ask workspace administrator to invite you to their TimelinesAI workspace from https://app.timelines.ai/team/ OR you send a join request yourself. It is recommended to use the same email address as in your Zoho account
Login to your TimelinesAI account and open https://app.timelines.ai/integrations/zoho_crm/
Click Connect My Zoho
Note: It's imperative that the Organization Connection is established (either by the Owner or Admins within the TimelinesAI workspace) first , in order for the rest of the team to connect their own Zoho accounts to TimelinesAI.
If the connection fails
If Zoho does not complete the connection, you return to the Zoho integration page in TimelinesAI with an orange notification that names the reason. This applies to both the organization connection and your personal connection.
Access to Zoho Account rejected. You chose Reject on Zoho's consent screen. Click Connect Zoho Organization or Connect My Zoho again and choose Accept.
Your Zoho user doesn't have CRM API access. Your Zoho CRM profile does not allow API access. Ask your Zoho CRM administrator to enable it for your profile, or connect with an administrator account.
The Zoho account you signed in with can't access Zoho CRM. The account has no Zoho CRM, for example because it is used for another Zoho product. Sign in with the account you use for Zoho CRM and try again.
Your Zoho CRM Plus trial has expired. Renew your Zoho plan, then connect again.
The Zoho account you signed in with isn't a user of your team's Zoho CRM. Shown for a personal connection only. Sign in with the account you use for your team's Zoho CRM, or ask its administrator to add you as a user.
Zoho didn't complete the connection or We couldn't connect to Zoho CRM, sometimes with a code in brackets. Try again. If it happens again, contact support and include the code.
When you connect from the Zoho Marketplace extension, the same messages appear in a small window with a Close button. This connection link has expired means the connection window was left open too long: close it and click Connect again.
Disconnect
The Disconnect button allows you to terminate your integration with Zoho at any time. There are two types of Disconnect options:
Disconnect Organization: This option terminates the main organization connection, which also disconnects all individual user connections within the organization. To restore the connection, all users will need to go through the connection process again from scratch. Disconnecting the organization will permanently disable all WhatsApp features for every team member, including:
Record auto-creation
Message synchronization
Live WhatsApp chat
Note: The Organization Connection can be disconnected or reconnected only by the TimelinesAI workspace owner or administrators. The organization connection owner will see the "Disconnect Organization" button. Administrators will only see the "Disconnect Organization" button if they do not have a personal connection. If they do have a personal connection, they must first disconnect it before they can disconnect the organization connection.
Disconnect My Zoho: This option terminates the indivudual connection for the currently logged-in user only. To restore the connection, only this user needs to go through the reconnection process. The organization connection and connections established by other team members remain intact. The following features will continue to function ( since they rely on organization connection only): record auto-creation and Message synchronization. Following features will be disabled for the disconnected user:
Live WhatsApp chat
