Profile Stitching in SMS and WhatsApp

Profile Stitching in SMS and WhatsApp

Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is where profile stitching comes in.

Profile stitching helps you connect various interactions to a single contact, providing a unified view of the customer journey. Instead of treating each touchpoint as a separate event, it links data from emails, web visits, form submissions, and now, even SMS and WhatsApp campaigns.

Curious about how profile stitching works? Check out our previous post to explore its capabilities in detail!

In addition to Zoho Marketing Automation’s profile stitching update for email marketing, it now extends to SMS and WhatsApp marketing, ensuring every web interaction generated through these channels is seamlessly tracked and linked to a contact’s profile.

Let’s break it down.

How profile stitching works for SMS marketing   

Until now, tracking SMS engagement beyond just open rates was a challenge. With this update, you can now see how your leads interact with your SMS campaigns and connect that data to their profiles.

Here’s what happens:

  • When a contact receives an SMS containing a tracked link, their interaction isn’t immediately tied to their profile.

  • If they click the link and land on your tracked website, Zoho Marketing Automation identifies them by matching their visitor ID (stored in cookies) with their contact details.

  • From then on, their website visits and interactions will automatically be linked to their profile, giving you a complete picture of their engagement.

 

How profile stitching works for WhatsApp marketing   

WhatsApp is a personal and direct way to engage with leads, but tracking their journey beyond the chat has been tricky—until now.

With profile stitching, WhatsApp interactions can now be linked to web activity just like with SMS.

  • If a lead receives a WhatsApp message with a tracked link and clicks it, their visit to your tracked website is logged.

  • Zoho Marketing Automation identifies them using their visitor ID and maps the activity to their contact profile.

  • Any further visits and interactions they make from WhatsApp links will be automatically stitched to their profile. 

NotesNote:  Profile stitching applies only if the contact clicks a tracked link in the SMS or WhatsApp message. If they access the site from a different device, browser, or clear their cookies, their web activity history won’t be linked to their profile. However, their current session's activity will still be tracked, leaving them with a limited web activity record.

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

                                                              Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you
                                                            • Introducing automation and utility conversations in WhatsApp marketing

                                                              We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
                                                            • Tip of the week 02 - The art of 'seeing' your leads

                                                              What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
                                                            • Zoho Marketing Automation Update: Topics, Contacts, and List Management

                                                              At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing
                                                            • Important: Zoho MarketingHub is now Zoho Marketing Automation

                                                              Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Still client need to download .exe?

                                                                                                              Hello, the client for use zoho assist need everytime download .exe file and launch it?
                                                                                                            • Splitting a ticket's entire thread

                                                                                                              Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there
                                                                                                            • Editing the text on the Help Center home page

                                                                                                              Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.
                                                                                                            • WHMCS for Zoho Flow

                                                                                                              Can we use WHMCS for Zoho flow?
                                                                                                            • Online meetings through Calendar Booking form with options

                                                                                                              This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing
                                                                                                            • Agents permission per department

                                                                                                              Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would
                                                                                                            • CRM notes

                                                                                                              I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
                                                                                                            • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                              Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                                                                                            • Function #8: Add additional charges to invoices

                                                                                                              Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
                                                                                                            • Alternative / optional Position

                                                                                                              How do you create an alternative position or an optional position (article) in offers?
                                                                                                            • جمود في الصفحة عند حفظ عمل

                                                                                                              عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل
                                                                                                            • ZOHO Books Canadian payroll Integration

                                                                                                              Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD
                                                                                                            • Create a draft in reply to an email via Emails API

                                                                                                              Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.
                                                                                                            • Zoho Desk Time Tracking and the Salary Privacy Issue

                                                                                                              Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.
                                                                                                            • How to Delete, Disable, or Remove Streams from the Mail App?

                                                                                                              Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts
                                                                                                            • Delay in MX updates

                                                                                                              Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,
                                                                                                            • Bigin iOS and macOS app update: Link email messages to pipeline records.

                                                                                                              Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                                                                                            • make.com integration

                                                                                                              Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error
                                                                                                            • Article Numbers for KB articles

                                                                                                              Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
                                                                                                            • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

                                                                                                              Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting
                                                                                                            • File Encryption - Zoho Desk iOS app update

                                                                                                              Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.
                                                                                                            • Data encryption - Zoho Desk iOS

                                                                                                              Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.
                                                                                                            • Notify Admin when a user forgets to check-in or check-out at the designated time.

                                                                                                              Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?
                                                                                                            • Assistance Needed with Prospect Conversion Issue

                                                                                                              Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully
                                                                                                            • Mail Merge - unable to send more than 50 email

                                                                                                              Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.
                                                                                                            • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

                                                                                                              Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
                                                                                                            • UK payroll entries

                                                                                                              Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
                                                                                                            • Closing Accounting Periods - Invoice/Posting dates

                                                                                                              Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
                                                                                                            • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                              HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
                                                                                                            • Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

                                                                                                              Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge
                                                                                                            • Zoho Live Chat/Support

                                                                                                              What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still
                                                                                                            • Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

                                                                                                              Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?
                                                                                                            • Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

                                                                                                              Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission
                                                                                                            • Tip of the Week #67– Avoid confusion – Mark duplicate threads.

                                                                                                              When customers send the same message to multiple email addresses, such as support@ and sales@, your team may end up seeing the same message in different inboxes. This creates confusion, risks double replies, and clutters your workspace. Use the Mark as
                                                                                                            • Tax in Quote

                                                                                                              Each row item in a quote has a tax value.  At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
                                                                                                            • Final Reminder: Discontinuation of Older ASAP Widgets and Mobile SDK Support

                                                                                                              We launched the new ASAP Help Widget last year, introducing a unified and enhanced experience. Since then, older configurations have been placed in read-only mode, with all major updates and improvements built exclusively on the new version. As part of
                                                                                                            • Zoho Subscriptions -- Zoho Commerce integration

                                                                                                              Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
                                                                                                            • Website show Blank white screen

                                                                                                              Customer called me to tell me my website is currently down upon review it shows a white screen however I can access everything via editor. JITCADCAM.com
                                                                                                            • How manufacturing analytics can transform your enterprise with Zoho Projects Plus

                                                                                                              Did you know that every single car is made up of 30,000 to 40,000 individual parts? All of these are manufactured meticulously in various facilities before being assembled into one. The global manufacturing industry spans a wide range from delivering
                                                                                                            • Projects custom colors replaced by default orange

                                                                                                              Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
                                                                                                            • Next Page