Zoho: Overview

• TimelinesAI and Zoho CRM Integration

  With TimelinesAI’s Zoho CRM integration, you can: Auto-create a record and auto-assign it in Zoho CRM when new WhatsApp chat appears Sync WhatsApp messages as notes to a Zoho record Start, read and continue WhatsApp chats via Live WhatsApp Chat view from the lead details page at Zoho This guide will walk you through simple steps to successfully use all the features of the TimelinesAI and Zoho CRM integration. ✅ Prerequisites ✅ Connecting TimelinSome readers

• Zoho Integration: managing connection/s

  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 OrganizatFew readers

Zoho: Live WhatsApp Chat View

• Zoho CRM Live WhatsApp Chat View

  Zoho CRM Live WhatsApp Chat View helps you see and manage WhatsApp messages directly inside Zoho CRM using TimelinesAI. ✅ Pre-Requisites ✅ How Does It Work? ✅ Features in the Zoho CRM Live WhatsApp Chat ViewFew readers

Zoho: Troubleshooting

• Zoho Integration: Troubleshooting

  Checking Message Sync Log. in TimelinesAI Open the chat in TimelinesAI where a WhatsApp message should have triggered certain activity in Zoho CRM Mouse hover the message and click "...", then click "Sync Log" Search for Zoho related entries in the log. Some log entries will include direct links to Zoho CRM records where a message triggered an action (e.g., new records created, or note adFew readers

Zoho: automations

• Zoho CRM Workflow Rules: Send a WhatsApp Message

  With Zoho CRM Workflow Rules, you can automate sending WhatsApp messages to your contacts directly from Zoho CRM. This allows you to trigger personalized WhatsApp messages based on specific events in your CRM, such as updating a deal stage or adding a new lead. By integrating Zoho CRM with TimelinesAI, you can streamline communication and enhance customer engagement. This guide provides step-by-step instructions to help you configure and use this integration efficiently. Prerequisites (1-prPopular

• Zoho 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