2Chat + Pipedrive

2Chat + Pipedrive integrations

Create new Pipedrive persons from new 2Chat whatsapp conversations

Keep your customer management in Pipedrive up-to-date with every new WhatsApp conversation happening via 2Chat. With this workflow, each new 2Chat conversation results in the creation of a new contact in Pipedrive. It’s a seamless way to update your CRM while ensuring you never miss engaging with any new contact. An efficient, time-saving solution for maintaining customer relationships.

When this happens...
New WhatsApp ConversationTriggers when a new WhatsApp conversation is started on your 2Chat connected number.
TriggerInstant
automatically do this!
Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
ActionWrite

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More things you can do with 2Chat and Pipedrive

Discover other triggers and actions you can use with 2Chat and Pipedrive

- Virtual Number ID
  Required
Trigger
Instant
Try It
- 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
- Target Number
  Required
Action
Search
- Connected Number
  Required
Action
Search
- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
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New Organization
Triggers when a new organization is created.
Trigger
Instant
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Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
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- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Label ID
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
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
- WhatsApp Status
  Required
Action
Write
- Connected Number
  Required
- Target Number
  Required
Action
Search
- Connected Number
  Required
- WhatsApp Group ID
  Required
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
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 Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create Pipedrive deals from new 2Chat whatsapp conversations