Skip to content

2Chat + Pipeline CRM

2Chat + Pipeline CRM

2Chat + Pipeline CRM integrations

Create new Pipeline CRM activities from new whatsapp messages in 2Chat

Seamlessly manage your business processes with this workflow. When a new WhatsApp message arrives in your 2Chat app, an activity is instantly created in your Pipeline CRM. This facilitates prompt communication and response without having to toggle between applications. Simplify interaction management and improve customer relationships with this automation.

When this happens...
New WhatsApp MessageTriggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity associated to an existing person, company or deal.
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with 2Chat and Pipeline CRM

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

- 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
- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- Name
  Required
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- Name
  Required
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
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
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- Name
  Required
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- Name
  Required
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Email
- Phone
Action
Write
- Id
  Required
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- Id
  Required
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write

About 2Chat

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

Learn moreLearn moreHelpHelp

Related categories

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier