Connect Salesmate and 2Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Ready to use Salesmate and 2Chat 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 Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
To start, connect both your Salesmate and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and 2Chat 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 Salesmate and 2Chat. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreAbout 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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