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2Chat + Zoho CRM

2Chat + Zoho CRM

2Chat + Zoho CRM integrations

Create module entries in Zoho CRM for new whatsapp conversations in 2Chat

Kickstart your customer relationship management in the most efficient way with this streamlined process. Whenever a new WhatsApp conversation begins in 2Chat, a new entry is immediately added to Zoho CRM. This smooth workflow means no important conversations slip through the cracks, enhancing your CRM efforts and improving customer interaction.

When this happens...
New WhatsApp ConversationTriggers when a new WhatsApp conversation is started on your 2Chat connected number.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with 2Chat and Zoho CRM

Discover other triggers and actions you can use with 2Chat and Zoho 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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About 2Chat

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

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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