2Chat + Pipedrive Integration

Integrate 2Chat to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Capture every chat message, create deals and contacts automatically, update your CRM, and notify your sales team.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 2Chat
    Whatsapp message is send or recieved in 2Chat Instant
  • 2Chat
    Whatsapp message is recieved in 2Chat Instant
  • 2Chat
    Whatsapp conversation is started in 2Chat Instant
  • 2Chat
    Participant is joined whatsapp group in 2Chat Instant
  • 2Chat
    Participant is left whatsapp group in 2Chat Instant
  • 2Chat
    Participant is removed from whatsapp group in 2Chat Instant
  • 2Chat
    Whatsapp group message is received in 2Chat Instant
  • 2Chat
    Whatsapp call is received in 2Chat Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • 2Chat
    Set whatsapp status in 2Chat
  • 2Chat
    Create contact in 2Chat
  • 2Chat
    Create whatsapp business product in 2Chat
  • 2Chat
    Verify if the phone number has a whatsapp account in 2Chat
  • 2Chat
    Send whatsapp group media message in 2Chat
  • 2Chat
    Send whatsapp group text message in 2Chat
  • 2Chat
    Send whatsapp text message in 2Chat
  • 2Chat
    Set whatsapp profile picture in 2Chat
  • 2Chat
    Update whatsapp business product in 2Chat
  • 2Chat
    Search whatsapp business products in 2Chat
  • 2Chat
    Send whatsapp media message in 2Chat
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for 2Chat + Pipedrive Integration

Capture leads, organise conversations, keep deals updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + 2Chat Integration

Send 2Chat message for new Pipedrive deal

Whenever a new deal is created in your Pipedrive, you'll want to communicate with your team to make sure everyone is on the same page. Sending 2Chat message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - 2Chat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Pipedrive + 2Chat Integration

Create 2Chat contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new 2Chat contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Pipedrive + 2Chat Integration

Send 2Chat message for new Pipedrive person

Anytime a new person is added to your Pipedrive, automatically send them a message through 2Chat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Pipedrive - 2Chat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your 2Chat + Pipedrive flow

Streamline customer chats by syncing contacts to your CRM, updating records, and alerting your team across your entire stack. Pick a combination and activate it in one click.

2Chat
Pipedrive
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
WhatsAppWhatsApp (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
2
P
G
Create a Pipedrive deal from every WhatsApp message in 2Chat, and send a confirmation email in Gmail.
New WhatsApp messages in 2Chat instantly create deals in Pipedrive and send confirmation emails via Gmail, removing manual data entry.
P
2
G
When a Pipedrive deal is updated, send a follow-up email in Gmail and post a message in 2Chat.
Deal updates in Pipedrive trigger automated Gmail follow-up emails and WhatsApp messages in 2Chat.
2
P
G
Send a summary email in Gmail when a WhatsApp conversation starts in 2Chat and a Pipedrive deal is created.
New 2Chat conversations create Pipedrive deals and dispatch summary emails via Gmail instantly.

Supported triggers and actions for 2Chat and Pipedrive

Mix and match to build the exact automation you need

2Chat
2Chat Triggers & Actions
Instant
Whatsapp message is send or recieved in 2Chat
Triggers the automation when a message is sent or received on WhatsApp
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Instant
Whatsapp message is recieved in 2Chat
Triggers the automation when a message is received on WhatsApp
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Instant
Whatsapp conversation is started in 2Chat
Triggers the automation when a conversation is started on WhatsApp
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Instant
Participant is joined whatsapp group in 2Chat
Triggers the automation when a participant joins a WhatsApp group
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Instant
Participant is left whatsapp group in 2Chat
Triggers the automation when a participant leaves a WhatsApp group
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Instant
Participant is removed from whatsapp group in 2Chat
Triggers the automation when a participant is removed from a WhatsApp group
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Instant
Whatsapp group message is received in 2Chat
Triggers the automation when a message is received in a WhatsApp group
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Instant
Whatsapp call is received in 2Chat
Triggers the automation when a call is received on WhatsApp
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Set whatsapp status in 2Chat
Sets the status on WhatsApp
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Create contact in 2Chat
Creates a new contact
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Create whatsapp business product in 2Chat
Creates a new product for WhatsApp Business
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Verify if the phone number has a whatsapp account in 2Chat
Checks if a phone number is associated with a WhatsApp account
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Send whatsapp group media message in 2Chat
Sends a media message in a WhatsApp group
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Send whatsapp group text message in 2Chat
Sends a text message in a WhatsApp group
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Send whatsapp text message in 2Chat
Sends a text message to a contact on WhatsApp
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Set whatsapp profile picture in 2Chat
Sets the profile picture on WhatsApp
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Update whatsapp business product in 2Chat
Updates a product on WhatsApp Business
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Search whatsapp business products in 2Chat
Searches for products on WhatsApp Business
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Send whatsapp media message in 2Chat
Sends a media message to a contact on WhatsApp
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with 2Chat + Pipedrive?

Connect your messaging channels and CRM to streamline lead capture, deal creation, and pipeline updates automatically.

What you can automate?
💬
Create Pipedrive deals from new 2Chat conversations
Automatically generate a new deal in Pipedrive the moment a customer starts a WhatsApp conversation in 2Chat. Eliminate manual data entry and speed up your response times.
📝
Map submitted chat details into CRM fields
Extract sender information and message text from 2Chat and populate your Pipedrive contact and deal fields accurately. Keep your database clean and structured.
🔔
Alert your team instantly on Slack
Notify your sales channel in Slack whenever a new lead arrives from 2Chat and a deal is created in Pipedrive. Ensure your team acts on hot inquiries immediately.
🔀
Route chats based on submitted message content
Send incoming 2Chat enquiries to different Pipedrive pipelines or assign them to specific reps depending on the customer's message details.
🔄
Keep Pipedrive records updated with fresh chat data
Automatically update existing Pipedrive contacts and deals whenever new WhatsApp messages or conversation updates occur in 2Chat.
🔍
Search and update instead of creating duplicates
Search for existing Pipedrive persons before creating new records from incoming 2Chat chats, keeping your CRM database organized and duplicate-free.
📋
Handle stage changes when chats are resolved
Update Pipedrive deal stages automatically when customer interactions or support conversations are marked completed in 2Chat.
📊
Log all chat interactions in Google Sheets
Extend your 2Chat and Pipedrive workflow by logging every conversation and deal update directly into Google Sheets for reporting and review.
And much more...

Who is 2Chat + Pipedrive integration for?

Sales teams, support agents, and account managers rely on this integration to eliminate manual data entry and keep customer records synchronised across chat channels and CRM pipelines.

Sales managers
Sales managers
Account executives
Account executives
Client success leads
Client success leads
Customer support supervisors
Customer support supervisors
Sales development reps
Sales development reps
Operations directors
Operations directors
📈
Sales managers
You report on pipeline metrics every week, but your CRM counts are always off because reps forget to log customer chats handled in 2Chat — automating both apps means every interaction flows straight into Pipedrive so your dashboard stays completely up to date.
Account executives
You need to jump on new inbound customer chats instantly, but notifications get buried in busy chat lists before you can create a deal in Pipedrive — with this integration, every new conversation triggers a deal automatically and ensures you never miss a hot lead.
🤝
Client success leads
Your clients expect immediate follow-ups after messaging your business, but keeping chat histories matched with Pipedrive deals by hand leaves painful gaps — automating both apps means every customer chat is cleanly tied to the right deal stage.
🎧
Customer support supervisors
Your support queue handles hundreds of WhatsApp messages daily, making manual CRM updates impossible and causing lost customer history — connecting these apps means every incoming chat creates or updates the right Pipedrive record effortlessly.
🎯
Sales development reps
You depend on inbound chat inquiries to qualify prospects, but waiting for manual handovers slows down your outreach in Pipedrive — this integration means every chat inquiry instantly creates a lead ready for your immediate follow-up.
📊
Operations directors
Your team audits customer touchpoints regularly, but missing chat logs in your CRM create blind spots in your pipeline history — with this integration, every customer message and deal record match up seamlessly in a unified history.
Our team

Ready Workflows Did you know?

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Tell us what type of automation you want to make?

Why choose Integrately to automate 2Chat + Pipedrive

Build and manage your 2Chat + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect 2Chat + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect 2Chat to Pipedrive?
Frequently Asked Questions
You can connect 2Chat to Pipedrive instantly using 1-click ready workflows on Integrately. Select a template or ask Integrately AI to set up your custom flow alongside Gmail, Slack, and Google Sheets.
Can I automatically create Pipedrive deals from 2Chat WhatsApp messages?
Frequently Asked Questions
Can I connect 2Chat, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for 2Chat and Pipedrive?
Frequently Asked Questions
How do I handle customer contact details between 2Chat and Pipedrive?
Frequently Asked Questions
Can I update Pipedrive deal stages based on chat activity?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the 2Chat and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect 2Chat or Pipedrive With 1500+ Other Apps

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