Zoho CRM Integration
TimelinesAI and Zoho CRM Integration
You may sync new contacts from WhatsApp to Zoho CRM (and CRM Plus) through TimelinesAI-Zoho CRM Integration. How to setup the Zoho CRM Integration on TimelinesAI Things to keep in mind before integrating TimelinesAI with Zoho CRM: This integration only syncs WhatsApp contact to Zoho CRM Only the workspace owner can establish the connection (Master connection) You'll see the Zoho CRM section available within the sidebar that's on the left: (https://storage.crisp.chat/users/helpPopularZoho CRM Workflow Rules: Send a WhatsApp Message
You can create Zoho CRM Workflow Rules that will allow you to send a WhatsApp message, based on certain criteria. In this article, we'll review the process of creating a workflow to send a WhatsApp message after a new contact has been created on Zoho CRM. Tools that we'll need during this process: Step 1: GettingFew readersZoho CRM Integration: Create Leads/Deals Based on New Contacts
Creating Leads and Deals is fundamental for you to keep track of your contacts' life-time value or the overall relationship with your business. In this comprehensive article, we'll go over the process of creating Leads and Deals based on your Contacts on Zoho CRM. You'll be able to create new Leads and Deals whenever you get a new Contact created by the TimelinesAI-Zoho CRM Integration. We'll employ Zoho CRM's Workflow Rules, to create Leads and Deals.Few readers
Integrations with Make
Make.com Integration #1: Google Sheets and WhatsApp
If you'd like to update your Google Spreadsheet with new WhatsApp messages, then you may do so via Outbound Webhooks. In this article, we'll be using Make to create this webhook integration.Few readersMake.com Integration #2: Automated responses to WhatsApp chats
If you'd like to send automated replies to an incoming WhatsApp chat, then you may do so via Make using TimelinesAI Public API and Webhooks . In the following instructions, we'll be setting up an automated response for WhatsApp messages that arrive with the keyword "pricing." Step 1: Create a New Scenario on Make To get started, we'll go to MakFew readers
HubSpot CRM Integration
WhatsApp and HubSpot Integration: Installation Guide
How to setup WhatsApp integration with HubSpot using TimelinesAI Sign-in into TimelinesAI or register a TimelinesAI Account if you don’t have it already; Connect your WhatsApp account to TimelinesAI by navigating to "My account" tab, within the WhatsApp section; generate and scan the QR code with your WhatsApp mobile application (works both with regular and business WhatsApp accounts); Navigate to the HubSpot Integration section (https://Some readersHubSpot Workflows: Send a WhatsApp Message
With HubSpot Workflows, you are able to created automations for your HubSpot workspace. You can send automated WhatsApp messages from HubSpot, via TimelinesAI. We'll be reviewing the process involved in creating a workflow on HubSpot, where you can send an automated WhatsApp message, based on specific triggers.Some readers
Pipedrive CRM Integration
Checking if a message is synced to Pipedrive
Syncing messages to Pipedrive TimelinesAI automatically synchronizes messages with your contacts on Pipedrive. If there is a Deal associated to a Person on Pipedrive, WhatsApp messages will display in the Deal’s feed as well. If there is no Deal associated to a Person, it will be created automatically – it is a custom option that can be disabled in the Pipedrive Integration Settings on TimelinesAI. (https://storage.crisp.chat/users/hFew readersHow to Integrate WhatsApp to Pipedrive through Zapier
Synchronize WhatsApp messaging into Pipedrive (via Zapier) This integration will sync all WhatsApp messages to Pipedrive as activities of “WhatsApp chat” type. It will match WhatsApp to contacts by their phone number. If such a number doesn't exist, the automation will create a new Person. Create Pipedrive Activity “WhatsApp Chat” Go to the "Activity Settings" of your workspace on Pipedrive (Company Settings → "Activities" tab). Create a new activity for WhatsApp messages. You cFew readers
TimelinesAI and Monday.com Integration
If you're looking to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration. How to setup the Monday Integration Before proceeding, it's important to note that: This integration only syncs contacts from WhatsApp into Monday CRM as Items The connection within this integration can only be established by the workspace owner (Master connection) First, you'll see the Monday CRM Integration in the sidebar that's on the left: (https://storage.crisp.PopularWhatsApp and ChatGPT Integration ― Autoresponder for WhatsApp Conversations
TimelinesAI allows you to set up a ChatGPT-powered auto-responder in your WhatsApp account without code or external automation tools! You can tailor ChatGPT response to your needs, by providing instructions in plain language in prompt field. Use the default prompt as a basis and modify it as needed. You can supply some background information on your business and instruct ChatGPT to respond differently, depending on whether it is the first message in the WhatsApp conversation. You can select whPopularWebhook Integration
Webhook Integration: WhatsApp → CRM and your other systems Share this article with your developer or use Zapier to integrate your system with WhatsApp Setup TimelinesAI allows to notify an external system when a new message is received or sent to any connected WhatsApp account in a workspace. This includes WhatsApp messages sent via WhatsApp Mobile App and/or from within TimelinesAI. It’s often the case that such integration is used via some intermediary service such as Zapier, whePopularNative Zapier Integration
TimelinesAI Zapier Integration allows to synchronize your WhatsApp communications with external systems (such as CRMs) and to automate messaging as a part of your business flows. With TimelinesAI, you can connect and dynamically select the WhatsApp account to be used for receiving and sending text messages, file attachments, messaging in groups, and much more. Before you start, please make sure that you are well acquainted with Zapier automation concepts: Welcome to Zapier Platform UI (https:Some readersTimelinesAI Public API
The Public API will allow you to send messages automatically on TimelinesAI, in response to a trigger/action from the systems that you currently use, like CRMs. Getting Started: To start working with the Public API, you'd need to access the "Integrations" section on TimelinesAI, which can be found on the left sidebar: Once there, you'll be able to proceed and generate a token, by clicking on the "GeSome readersInbound Webhook Integration
TimelinesAI allows you to automate sending WhatsApp messages in response to events or actions in tools you're already using: CRM, Support and Recruitment systems, etc. “Send message” Event It's possible to instruct TimelinesAI to send a message (with or without file attachment) to a specific contact (or a group chat). If multiple WhatsApp accounts are connected in your workspace, it is also possible to specify a particular WhatsApp account to use for sending the message. In order to setupFew readersTimelinesAI Chrome Extension
Our Universal WhatsApp Chrome Extension will allow you to start WhatsApp chats from any CRM and/or web page. Requirements:Few readersSharing Files via Public API
You can share files via Public API, by first uploading them to TimelinesAI. We'll go over the steps on how you can upload and use these files in your automated messages. Upload a file to TimelinesAI To upload a file to TimelinesAI, please follow these steps: Head to Integrations and then, click on the Uploaded Files tab Click on the green "Upload file" button and seleFew readers