Integrate Pipeline CRM with 2Chat 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.
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
2Chat
Automatically do this!
Create Contact
Create WhatsApp Channel
List All Contacts
List WhatsApp Numbers
Get WhatsApp Messages
Check Phone Number on WhatsApp
Get WhatsApp Groups
Set WhatsApp About
Set WhatsApp Profile Picture
Send WhatsApp Message
Send WhatsApp Group Message
Add WhatsApp Business Product
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Remove Participant from WhatsApp Group
Update Contact
Delete Contact
Search Contacts
Get WhatsApp Messages by Phone Number
List Group Participants
Create Contact in 2Chat when New Company in Pipeline
Use this flowCreate WhatsApp Channel in 2Chat when New Company in Pipeline
Use this flowList All Contacts from 2Chat when New Company in Pipeline
Use this flowList WhatsApp Numbers from 2Chat when New Company in Pipeline
Use this flowGet WhatsApp Messages from 2Chat when New Company in Pipeline
Use this flowCheck Phone Number on WhatsApp on WhatsApp via 2Chat when New Company in Pipeline
Use this flowGet WhatsApp Groups from 2Chat when New Company in Pipeline
Use this flowSet WhatsApp About in 2Chat when New Company in Pipeline
Use this flowSet WhatsApp Profile Picture in 2Chat when New Company in Pipeline
Use this flowSend WhatsApp Message via 2Chat when New Company in Pipeline
Use this flowEverything you can automate between Pipeline CRM and 2Chat.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Triggers when an existing deal is updated in your PipelineDeals account.
Action is the task that follows automatically within your Pipeline CRM integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

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.

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Pipeline extends your workflows across teams, departments, and companies.
Learn more2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn moreSign up for a free viaSocket account, then authorize both your Pipeline CRM and 2Chat 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 Pipeline CRM and 2Chat 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 2Chat. No coding required.
Yes. You can set up a workflow where Pipeline CRM triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in Pipeline CRM. 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 Pipeline CRM and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline CRM and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.