2Chat + Capsule CRM

2Chat + Capsule CRM integrations

Create new contacts in Capsule CRM from new whatsapp conversations in 2Chat

Manage your customer relationships effortlessly with this workflow. When you start a new conversation on 2Chat via WhatsApp, a contact is created in Capsule CRM, allowing you to keep your customer records updated. Streamline your business communication and CRM processes, saving time and enhancing efficiency.

When this happens...
New WhatsApp ConversationTriggers when a new WhatsApp conversation is started on your 2Chat connected number.
TriggerInstant
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with 2Chat and Capsule CRM

Discover other triggers and actions you can use with 2Chat and Capsule CRM

- Virtual Number ID
  Required
Trigger
Instant
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- Virtual Number ID
  Required
Trigger
Instant
Try It
- From Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It

- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- Time Period
  Required
Trigger
Instant
Try It

- First Name
  Required
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected Number
  Required
- Product Name
  Required
- Default Image URL
  Required
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected Number
  Required
- Product ID
  Required
Action
Write
- Connected Number
  Required
- Product ID
  Required
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected Number
  Required
- WhatsApp Group ID
  Required
- Media Public URL
  Required
- Caption
Action
Write
- From Number
  Required
- To Number
  Required
- Media Public URL
  Required
- Caption
Action
Write
- Connected Number
  Required
- Image Public URL
  Required
Action
Write
- Connected Number
  Required
- WhatsApp Status
  Required
Action
Write
- Connected Number
  Required
- Video Public URL
  Required
Action
Write
- Connected Number
  Required
- Target Number
  Required
Action
Search
- Connected Number
  Required
- WhatsApp Group ID
  Required
Action
Search
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

- Virtual Number ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- Collection Name
  Required
- Product IDs to Add
  Required
Action
Write
- Connected Number
  Required
- Collection ID
  Required
Action
Write
- Connected Number
  Required
- Collection ID
  Required
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From Number
  Required
- Phone Number to Check
  Required
Action
Write
- Connected Number
  Required
- WhatsApp Group ID
  Required
- Text Message
Action
Write
- To Number
  Required
- From Number
  Required
- Text Message
  Required
Action
Write
- Connected Number
  Required
- Image Public URL
  Required
Action
Write
- Connected Number
  Required
- Text Status
  Required
- Background Color
  Required
- Font Size
  Required
Action
Write
- Connected Number
  Required
- Target Number
  Required
Action
Search
- Connected Number
  Required
Action
Search
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write

About 2Chat

2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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