Integrate 2Chat with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when New WhatsApp Message on 2Chat
Search List by Name in CRM.io when New WhatsApp Message on 2Chat
List All Tags from CRM.io when New WhatsApp Message on 2Chat
Search Notes in CRM.io when New WhatsApp Message on 2Chat
List All Companies from CRM.io when New WhatsApp Message on 2Chat
Start from a real workflow other teams are already running.
2Chat
When this happens...
New WhatsApp Message
New WhatsApp Message Sent
New WhatsApp Message
New WhatsApp Call Received
New WhatsApp Conversation
New Message Reaction
Message Edited
WhatsApp Group Message Received
New WhatsApp Group Message Reaction
New Participant Joins WhatsApp Group
Participant Removed From WhatsApp Group
Updated WhatsApp Number Status
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when New WhatsApp Message on 2Chat
Use this flowSearch List by Name in CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Tags from CRM.io when New WhatsApp Message on 2Chat
Use this flowSearch Notes in CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Companies from CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Deals from CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Pipelines from CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Products from CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Sources from CRM.io when New WhatsApp Message on 2Chat
Use this flowList All Users from CRM.io when New WhatsApp Message on 2Chat
Use this flowEverything you can automate between 2Chat and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new WhatsApp message is received for a selected WhatsApp number.
Runs when a new WhatsApp message is sent in 2Chat.
Runs when a new WhatsApp message is sent or received.
Runs when a new WhatsApp call is received on a chosen number.
Runs when a new WhatsApp conversation starts on a chosen 2Chat number.
Runs when someone reacts to a message.
Action is the task that follows automatically within your 2Chat integrations.
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
Create a new WhatsApp channel by providing phone number and friendly name.
Retrieve all contacts, with optional page number and results per page.
Retrieve all WhatsApp numbers registered in your 2Chat account.
Retrieve WhatsApp messages for a selected WhatsApp number; optionally filter by contact and page.
Checks whether a number is registered on WhatsApp using your sender number or optional extra information.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn moreCRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSign up for a free viaSocket account, then authorize both your 2Chat and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between 2Chat and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where 2Chat triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in 2Chat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between 2Chat and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 2Chat and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.