Connect 2Chat and Salesforce
Integrate 2Chat with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New WhatsApp Message Received in 2Chat
Add Lead To Campaign in Salesforce when New WhatsApp Message Received in 2Chat
Create Attachment in Salesforce when New WhatsApp Message Received in 2Chat
Create Note in Salesforce when New WhatsApp Message Received in 2Chat
Update Lead in Salesforce when New WhatsApp Message Received in 2Chat
Popular 2Chat + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
2Chat
When this happens...
New WhatsApp Message Received
New WhatsApp Message Sent
New WhatsApp Message
WhatsApp Call Received
New Message Reaction
Message Edited
WhatsApp Group Message Received
WhatsApp Group Participant Reacts
Participant Joins WhatsApp Group
Participant Removed From WhatsApp Group
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowAdd Lead To Campaign in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowCreate Attachment in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowCreate Note in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowUpdate Lead in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowCreate Account in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowCreate Campaign in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowSearch Record by Query in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowCreate Event in Salesforce when New WhatsApp Message Received in 2Chat
Use this flowAdd Contact to Campaign in Salesforce when New WhatsApp Message Sent via 2Chat
Use this flowSupported Triggers & Actions
Everything you can automate between 2Chat and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New WhatsApp Message Received
Runs when a new WhatsApp message is received in 2Chat.
New WhatsApp Message Sent
Runs when a new WhatsApp message is sent in 2Chat.
New WhatsApp Message
Runs when a new WhatsApp message is sent or received.
WhatsApp Call Received
Runs when a new WhatsApp call is received.
New Message Reaction
Runs when someone reacts to a message.
Message Edited
Runs when a message is edited in 2Chat, including edits in group conversations.
Do thisActions
Action is the task that follows automatically within your 2Chat integrations.
Create Contact
Creates a new contact in your system with the provided contact details.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Set WhatsApp About
Sets the About text on your 2Chat-connected WhatsApp number.
Send WhatsApp Text Message
Sends a text message to a WhatsApp-enabled phone number.
Check Phone Number On WhatsApp
Checks whether a given phone number has an active WhatsApp account.
Create WhatsApp Group
Creates a new WhatsApp group in your account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 2Chat and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where 2Chat triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 2Chat and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
