CRMs
Monday CRM Integration Recipe: Send an Automated Message
In this article, we'll go over the process of how to set up a Monday Recipe that can allow you to send automated WhatsApp messages.
This recipe will send an automated message over WhatsApp, whenever an item's status on Monday gets updated.PopularTimelinesAI 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 syncs WhatsApp contacts and chats 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/userSome readersHow does the WhatsApp-Pipedrive Integration work on TimelinesAI?
How to integrate WhatsApp with Pipedrive
Register a TimelinesAI profile if you don't have it already;
Connect TimelinesAI with Pipedrive, via the Pipedrive Integration section. The platform will ask you for permission access and then, we'll install our TimelinesAI Integration app into your Pipedrive workspace;
You may invite your team members, so they can also connect their own Pipedrive accounts. You and your team members will beFew readersWhatsApp and HubSpot Integration on TimelinesAI
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://Few readersTimelinesAI and Salesforce Integration
TimelinesAI allows you to integrate WhatsApp with Salesforce. Our native Salesforce Integration will sync your WhatsApp contacts on Salesforce, as well as your WhatsApp chats.
You'll find more details about how you can integrate Salesforce with WhatsApp on TimelinesAI.
How does the Integration Work?
Whenever you get a new chat on WhatsApp, the system will sync the messages into its respective Lead on Salesforce, based on the contact's phone number and name.
Chats will be synFew readersMonday CRM Integration Recipe: Sync WhatsApp Messages as Board Item Updates
This recipe will allow you to sync WhatsApp messages, including attachments, to board items on your Monday CRM.
Requirements:
Have an active TimelinesAI subscription
A WhatsApp account connected to your TimelinesAI workspace
A configured Monday CRM IntegrationFew readers