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Synchronize chat messages as WhatsApp Activities on Monday

Automate WhatsApp message synchronization with Monday.com boards using TimelinesAI

Updated this week

Synchronize chat messages as WhatsApp Activities on Monday

This tutorial shows you how to automate WhatsApp message synchronization with Monday.com boards using TimelinesAI.

Prerequisites

Before setting up message synchronization, ensure you have:

  • TimelinesAI and Monday CRM Integration configured

  • "Email and Activities" app installed on your Monday board

Main Features

The synchronization automation allows you to:

  • Automatically find board items by phone number

  • Add sent and received WhatsApp messages as activities

  • Choose from two template options:

    1. Sync all messages

    2. Sync messages containing specific text

Limitations

Please note the following limitations:

  • Cannot automatically upload attachments

  • Limited text formatting preservation

  • Only preserves emojis, new lines, and paragraphs

Benefits

  • Messages appear in item "Overview" section

  • Supports Monday's AI Summary feature for conversations

Troubleshooting

If messages are not syncing correctly, follow these steps:

  1. Verify WhatsApp number connection

  2. Ensure automation is ON

  3. Check automation run history

  4. Review message sync logs

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