Connect 2Chat and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
New WhatsApp Message Received
New WhatsApp Message Sent
New WhatsApp Message
WhatsApp Call Received
New Message Reaction
New Edited Message
WhatsApp Group Message Received
WhatsApp Group Participant Reacted
Participant Joined a WhatsApp Group
Participant Was Removed From a WhatsApp Group
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of 2Chat and salesoptima
Enable Integrations or automations with these events of 2Chat and salesoptima
Triggers
New WhatsApp Message Received
Triggers when a new message is received on 2Chat.
New WhatsApp Message Sent
Triggers when a new message is sent on 2Chat.
New WhatsApp Message
Triggers when a new WhatsApp message is either sent or received.
WhatsApp Call Received
Triggers when a new WhatsApp call is received.
New Message Reaction
Triggers when someone reacts to a message.
New Edited Message
Triggers when a message is edited. It will also trigger for group messages being edited.
Actions
Create a Contact
Create a new contact information to your system.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Set WhatsApp About
Set the WhatsApp profile about of your 2Chat-connected Number.
Send a WhatsApp Text Message
Send a text message to a WhatsApp-enabled phone number
Send a WhatsApp Media Message
Send a multimedia message like an image, video, document, or audio to a WhatsApp-enabled phone number
Send a WhatsApp Group Media Message
Send a multimedia message like an image, video, document, or audio to a WhatsApp Group.
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Frequently Asked Questions
To start, connect both your 2Chat and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in 2Chat triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how 2Chat data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between 2Chat and salesoptima typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 2Chat and salesoptima. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn MoreAbout salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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