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Monday CRM Integration
This integration syncs WhatsApp contacts and messages with a Monday board and enables automated messaging through board automations.
Overview
TimelinesAI and Monday CRM Integration
If you want to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration. In this article we'll see: Integration Setup on TimelinesAI Step 1: Install TimelinesAI in your Monday Account Step 2: Authorize Tim
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Board automations and templates
Monday CRM Integration Template: Send an Automated Message
In this article, we'll go over the process of how to set up a Monday template 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.
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Create items in Monday.com board for new incoming WhatsApp chats
You can create items in the Monday.com board when a new WhatsApp chat is received using the TimelinesAI template or a custom Monday.com template. This article describes both approaches: via TimelinesAI Automation template via monday.com Custom Automation (https://help.timelines.ai/en/article/create-items-in-mondaycom-board-for-new
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Monday CRM Integration Template: Sync WhatsApp Messages as Board Item Updates
This template 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 Integration Getting Started Head over to your Monday CRM, go to the board where you want to enable this template, and click on “Int
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Monday.com: sync WhatsApp messages as updates for board items
via Make.com This flow creates an update for a board item at Monday.com when WhatsApp message are received or sent Create a new scenario at Make.com Add a Custom Webhook module (https://help.timelines.ai/en/article/makecom-how-to-create-a-ti
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Videos and Demos
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Troubleshooting
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