2Chat + Pipeline CRM

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 Message
Triggers 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 Activity
Creates a new activity associated to an existing person, company or deal.
ActionWrite

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Supported triggers and actions

What does this mean?

- Connected NumberRequired
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- Connected NumberRequired
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Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
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- Connected NumberRequired
- Time PeriodRequired
Trigger
Instant
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- 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
- Status
- Source
- Stage
Trigger
Instant
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New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
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- Source
- Status
Trigger
Instant
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- NameRequired
- 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
- IdRequired
Action
Write
- IdRequired
- 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
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
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
- 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
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- 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 more Help

Related categories

eCommerce

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 more Help

Related categories

CRM (Customer Relationship Management)

2Chat + Pipeline CRM

Create new Pipeline CRM activities from new whatsapp messages 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

Last Name

Profile Picture URL

Phone Number

Email Address

Add WhatsApp Business Product

Product Description

Product Price

Product Currency

Hide Product

Product URL

Custom Product ID

Delete WhatsApp Business Product

Edit WhatsApp Business Product

Product Name

Default Image URL

Product Description

Product Price

Hide Product

Product URL

Custom Product ID

Send a WhatsApp Group Media Message

Caption

Send a WhatsApp Media Message

Caption

Set WhatsApp Profile Picture

Get WhatsApp Business Collections

Get WhatsApp Groups

Deal Status Changed

Status

Source

Stage

New Company

New Person

Source

Status

Create Event

Description

All Day?

Association Type

Association ID

Start Time

End Time

Category

Owner ID

Create Company

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

Created By User ID

Create Person

First Name

Check for Duplicates?

Mobile

Last Name

Phone

Position

Website

Email

Company

Type

Work Address 1

Work Address 2

Work City

Work State