Integrate 2Chat with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
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
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
List Project Boards
List Roles
List Stages
List Tasks
List Users
Archive Project
Add Note Comment
Update note comment
Update a Note
Add Follower to Organization
Add Follower to Person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Find User in Pipedrive when New WhatsApp Message on 2Chat
Use this flowFind Deal in Pipedrive when New WhatsApp Message on 2Chat
Use this flowFind Lead in Pipedrive when New WhatsApp Message on 2Chat
Use this flowCreate Lead in Pipedrive when New WhatsApp Message on 2Chat
Use this flowUpdate a Lead in Pipedrive when New WhatsApp Message on 2Chat
Use this flowCreate Activity in Pipedrive when New WhatsApp Message on 2Chat
Use this flowUpdate Activity in Pipedrive when New WhatsApp Message on 2Chat
Use this flowAdd Product to Deal in Pipedrive when New WhatsApp Message on 2Chat
Use this flowAdd Follower to Pipedrive when New WhatsApp Message on 2Chat
Use this flowAdd Label to Person in Pipedrive when New WhatsApp Message on 2Chat
Use this flowEverything you can automate between 2Chat and Pipedrive.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate 2Chat and Pipedrive workflows.

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2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn morePipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn moreSign up for a free viaSocket account, then authorize both your 2Chat and Pipedrive 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 Pipedrive 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 Pipedrive. No coding required.
Yes. You can set up a workflow where 2Chat triggers actions in Pipedrive, and a separate workflow where Pipedrive 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 Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 2Chat and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.