1.Detect new WhatsApp conversation
Integrate 2Chat and conversation matching tools to detect a new WhatsApp conversation and trigger lead routing.
Create lead and notify assigned seller from incoming chat
Automatically detect new WhatsApp conversations across 2Chat and Zapier tables. Create lead records and notify the assigned seller when qualifying replies arrive or when the seller is inactiveβso you can route faster, capture context, and reduce manual follow-up without reporting.
How this automation accelerates lead routing
When inbound WhatsApp replies arrive, manual routing can stall lead follow-up and lose context. This automation uses 2Chat and Zapier Tables to qualify conversations, create leads, and send assignment messagesβso your team responds at the right time.
2Chator swap with your favorite app
2.Blocks autoresponses and marketing
Integrate Filter by Zapier and message classification tools to block autoresponses and marketing messages for qualifying chats.
Filter by Zapieror swap with your favorite app
3.Looks up seller in sellers table
Integrate Zapier Tables and data lookup tools to find the configured seller and return seller status and details.
Zapier Tablesor swap with your favorite app
4.Creates lead in leads table
Integrate Zapier Tables and CRM record tools to create a lead record with the assigned seller when status is active.
5.Sends assignment message to customer
Integrate 2Chat and messaging templates to send the customer an assignment message using seller name and phone.
6.Calls backup assignment sub-zap
Integrate Zapier and subworkflow execution to run a backup assignment flow when the seller is inactive.
Email by Zapieror swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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