Connect 2Chat and Solve CRM 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
Message Edited
WhatsApp Group Message Received
WhatsApp Group Participant Reacts
Participant Joins WhatsApp Group
Participant Removed From WhatsApp Group
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use 2Chat and Solve CRM automations
Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your 2Chat and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in 2Chat triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how 2Chat data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between 2Chat and Solve CRM 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 Solve CRM. 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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