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

                                                                                                            • 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?
                                                                                                            • Customize your SalesIQ live chat with Custom CSS and blend it with your website design

                                                                                                              Hi everyone. Hope you all are having a great day! SalesIQ offers various inbuilt customization choices for your chat widget and window like changes in colour, theme, font etc. Although these choices are many, sometimes they may not match with the design
                                                                                                            • From Email Address When Replaying to Missed Chats

                                                                                                              One of the most common things we do is follow up on every missed chat.  Missed chats are like money in the bank, people just waiting for your response and to start a relationship with our companies. However, SalesIQ only lets you respond from 1 email address from your entire account?! We have happily paid for 4 subscriptions, but our users cannot reply from their own email address?  How are we supposed to build customer relationships? The fix to this issue is so simple, just load in the logged in
                                                                                                            • how to treat a same person as customer and vendor in zoho

                                                                                                              hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and
                                                                                                            • Narrative 6 - The impact of rebranding

                                                                                                              Behind the scenes of a successful ticketing system - BTS Series Narrative 6 - The impact of rebranding Every organization has invested in branding to set itself apart, and that should be reflected in the help desk. Zoho Desk enables organizations to apply
                                                                                                            • custom color palette for picklist in Sheet

                                                                                                              Migrating over from Google Sheets and missing the ability to customize the individual item colors of my picklist/dropdown menus. Is this something that is possible? A search showed me creating a custom color palette in Analytics is possible but I am not
                                                                                                            • What's New - July 2025 | Zoho Backstage

                                                                                                              Start smart, end strong. From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you. Planning an event used to be like writing a choose-your-own-adventure
                                                                                                            • Image Upload Field API get encrypted ID and sequence number

                                                                                                              Hello is there a way to extract the encrypted id and sequence number from image upload fields through the Zoho CRM API? I created a custom script with javascript within Zoho CRM, but I want to extract the encrypted id and sequence number for all my images
                                                                                                            • Attention: Changes to 10DLC TCR pricing and new authentication requirements

                                                                                                              Hi everyone, Starting August 1, 2025, The Campaign Registry (TCR) is introducing new pricing changes and a mandatory brand verification process called Authentication+ 2.0, which will affect how you register and manage your 10DLC messaging services. These
                                                                                                            • Better Time Tracking

                                                                                                              We need better time tracking customization for IT MSPs. We also need reporting that is built in, rather than having to try and fumble with creating custom reports. We also need to be able to mark whether a ticket has been billed or not, I don't think
                                                                                                            • Scheduled Tickets Need Updated

                                                                                                              There is a very clunky manual way to create reoccurring scheduled tickets. This should be created to be easy for the administrator to create. We create several (10 to 12) reoccurring tickets per account for biweekly and monthly auditing purposes.. The
                                                                                                            • Team Feeds Improvements

                                                                                                              Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to
                                                                                                            • Better Security, Better User Experience | Help Center Update | June'25

                                                                                                              As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the
                                                                                                            • Upload Logo to Account Page

                                                                                                              It would be nice to set a logo for an Account
                                                                                                            • View Agent Collision on Ticket List Page

                                                                                                              It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired
                                                                                                            • Restrict user from viewing the detail standard view

                                                                                                              Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script
                                                                                                            • Upload Picture to Contact

                                                                                                              It would be nice to upload a profile picture to a contact.
                                                                                                            • Ticket Status Colors

                                                                                                              Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
                                                                                                            • Allowing Pictures for Client Contacts

                                                                                                              Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.
                                                                                                            • Paid Support Plans with Automated Billing

                                                                                                              We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
                                                                                                            • Agent name Alias

                                                                                                              I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show
                                                                                                            • Unable to add attachments to tickets through Desk API

                                                                                                              I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue
                                                                                                            • What's wrong with this COQL?

                                                                                                              What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200
                                                                                                            • [Feature Request] Add support for internationalized top-level domains mail hosting

                                                                                                              This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below
                                                                                                            • Add Enable/Disable to Field Rules and other Rules

                                                                                                              Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled
                                                                                                            • Syncing stuck for days

                                                                                                              Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help
                                                                                                            • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

                                                                                                              Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should
                                                                                                            • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

                                                                                                              Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.
                                                                                                            • API PARAMETER FOR TICKET CLOSED TIME

                                                                                                              Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
                                                                                                            • Reply to email addresses wrong.

                                                                                                              I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".
                                                                                                            • Next Page