2Chat + Salesforce Integration

Connect 2Chat to Salesforce in 1 click

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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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for 2Chat + Salesforce Integration

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

Create 2Chat contact for new Salesforce contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Salesforce - 2Chat integration, anytime a new Salesforce contact is created, an 2Chat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Salesforce + 2Chat Integration

Create 2Chat contact for new Salesforce record

Automatically creating 2Chat contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Salesforce + 2Chat Integration

Send 2Chat message for new Salesforce record

Automatically sending a 2Chat message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - 2Chat integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a 2Chat message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + 2Chat Integration

Send 2Chat message for new Salesforce contact

Anytime a new contact is added to your Salesforce, 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 Salesforce - 2Chat integration, you can rest assured that your new contact 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!
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Salesforce + 2Chat Integration

Send 2Chat message for new Salesforce task

With this Salesforce - 2Chat integration, whenever a new task is created in Salesforce, message will be sent via 2Chat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + 2Chat Integration

Send 2Chat message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, 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 opportunity 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 opportunitys. In short, this Salesforce - 2Chat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Automations

Top 10 Most Popular 2Chat Automations from
Integrately Community

Just click on the workflow you want to automate

2Chat logo
Google Sheets logo
Create Google Sheets row for new message received in 2Chat
Activate
2Chat logo
Google Sheets logo
Create Google Sheets row for new 2Chat call
Google Sheets logo
2Chat logo
Create 2Chat contact for new Google Sheets row
Activate
Google Sheets logo
2Chat logo
Send 2Chat message for new Google Sheets row
Google Sheets logo
2Chat logo
Send 2Chat message for updated Google Sheets row
2Chat logo
Google Sheets logo
Create Google Sheets row for new message received in 2Chat
Activate
2Chat logo
Google Sheets logo
Create Google Sheets row for new 2Chat call
Google Sheets logo
2Chat logo
Create 2Chat contact for new Google Sheets row
Activate
Google Sheets logo
2Chat logo
Send 2Chat message for new Google Sheets row
Google Sheets logo
2Chat logo
Send 2Chat message for updated Google Sheets row
HappyFox logo
2Chat logo
Send 2Chat message for new HappyFox ticket
HappyFox logo
2Chat logo
Create 2Chat contact from new HappyFox ticket
Any.do logo
2Chat logo
Send 2Chat message for new Any.do task
Pipeliner Cloud logo
2Chat logo
Create 2Chat contact for new Pipeliner Cloud contact
Pipeliner Cloud logo
2Chat logo
Send 2Chat message for new Pipeliner Cloud contact
HappyFox logo
2Chat logo
Send 2Chat message for new HappyFox ticket
HappyFox logo
2Chat logo
Create 2Chat contact from new HappyFox ticket
Any.do logo
2Chat logo
Send 2Chat message for new Any.do task
Pipeliner Cloud logo
2Chat logo
Create 2Chat contact for new Pipeliner Cloud contact
Pipeliner Cloud logo
2Chat logo
Send 2Chat message for new Pipeliner Cloud contact

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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You Can Also Connect 2Chat or Salesforce With 1400+ Other Apps

2Chat
2Chat
2Chat streamlines customer communication by offering a unified platform for managing chats across multiple channels. Enhance engagement and support with 2Chat’s efficient messaging tools.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.