Connect 2Chat and Sangam CRM
Integrate 2Chat with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in 2Chat when New Lead Created in Sangam CRM
Create WhatsApp Channel in 2Chat when New Lead Created in Sangam CRM
List All Contacts from 2Chat when New Lead Created in Sangam CRM
List WhatsApp Numbers from 2Chat when New Lead Created in Sangam CRM
Get WhatsApp Messages from 2Chat when New Lead Created in Sangam CRM
Popular 2Chat + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
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
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Checklist
Find Checklists
Update Checklist
Create WhatsApp Record
Find WhatsApp Records
Update WhatsApp Record
Update Opportunity
Search Opportunities
List Opportunities
Create Contact in 2Chat when New Lead Created in Sangam CRM
Use this flowCreate WhatsApp Channel in 2Chat when New Lead Created in Sangam CRM
Use this flowList All Contacts from 2Chat when New Lead Created in Sangam CRM
Use this flowList WhatsApp Numbers from 2Chat when New Lead Created in Sangam CRM
Use this flowGet WhatsApp Messages from 2Chat when New Lead Created in Sangam CRM
Use this flowCheck Phone Number on WhatsApp on WhatsApp via 2Chat when New Lead Created in Sangam CRM
Use this flowGet WhatsApp Groups from 2Chat when New Lead Created in Sangam CRM
Use this flowSet WhatsApp About in 2Chat when New Lead Created in Sangam CRM
Use this flowSet WhatsApp Profile Picture in 2Chat when New Lead Created in Sangam CRM
Use this flowSend WhatsApp Message via 2Chat when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between 2Chat and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New WhatsApp Message
Runs when a new WhatsApp message is received for a selected WhatsApp number.
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.
New WhatsApp Call Received
Runs when a new WhatsApp call is received on a chosen number.
New WhatsApp Conversation
Runs when a new WhatsApp conversation starts on a chosen 2Chat number.
New Message Reaction
Runs when someone reacts to a message.
Do thisActions
Action is the task that follows automatically within your 2Chat integrations.
Create Contact
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
Create WhatsApp Channel
Create a new WhatsApp channel by providing phone number and friendly name.
List All Contacts
Retrieve all contacts, with optional page number and results per page.
List WhatsApp Numbers
Retrieve all WhatsApp numbers registered in your 2Chat account.
Get WhatsApp Messages
Retrieve WhatsApp messages for a selected WhatsApp number; optionally filter by contact and page.
Check Phone Number on WhatsApp
Checks whether a number is registered on WhatsApp using your sender number or optional extra information.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn how to automate 2Chat and Sangam CRM workflows.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating 2Chat and Sangam CRM free
No credit card required. Set up your first workflow in minutes.
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your 2Chat and Sangam CRM 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 Sangam CRM 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 Sangam CRM. No coding required.
Yes. You can set up a workflow where 2Chat triggers actions in Sangam CRM, and a separate workflow where Sangam CRM 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 Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire 2Chat and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
