2Chat + Zoho CRM

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 Conversation
Triggers when a new WhatsApp conversation is started on your 2Chat connected number.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Time PeriodRequired
Trigger
Instant
Try It

- First NameRequired
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected NumberRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write

- Connected NumberRequired
- Product IDRequired
Action
Write
- Connected NumberRequired
- Product IDRequired
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Media Public URLRequired
- Caption
Action
Write
- From NumberRequired
- To NumberRequired
- Media Public URLRequired
- Caption
Action
Write
- Connected NumberRequired
- Image Public URLRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
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
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- ModuleRequired
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- From NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Collection NameRequired
- Product IDs to AddRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From NumberRequired
- Phone Number to CheckRequired
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Text Message
Action
Write
- To NumberRequired
- From NumberRequired
- Text MessageRequired
Action
Write
- Connected NumberRequired
- WhatsApp StatusRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
- WhatsApp Group IDRequired
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- 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 more

Related categories

eCommerce

About Zoho CRM

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

Learn more

Related categories

Similar apps

2Chat + Zoho CRM

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

WhatsApp Call Received

WhatsApp Audio Message Transcribed

Participant Joined a WhatsApp Group

Participant Was Removed From a WhatsApp Group

New WhatsApp Conversation

Create Contact

Add WhatsApp Business Product

Delete WhatsApp Business Product

Edit WhatsApp Business Product

Send a WhatsApp Group Media Message

Send a WhatsApp Media Message

Set WhatsApp Profile Picture

Get WhatsApp Business Collections

Get WhatsApp Groups

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New WhatsApp Message

WhatsApp Group Message Received

Participant Left a WhatsApp Group

WhatsApp Message Received

WhatsApp Order Received

Add WhatsApp Business Collection

Delete WhatsApp Business Collection

Edit WhatsApp Business Collection

Check if a Phone Number Has WhatsApp

Send a WhatsApp Group Text Message

Send a WhatsApp Text Message

Set WhatsApp Status

Get WhatsApp Business Products

Get WhatsApp Group Participants

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About 2Chat

Related categories

About Zoho CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces