Connect Salesforce to 2Chat
Use 10 documented Salesforce triggers to run 4 documented 2Chat actions.
Why Connect Salesforce & 2Chat?
Start with a Salesforce event
Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).
Run a 2Chat action
Send the event into one of 4 documented actions, such as Check Phone Number for WhatsApp, Create Contact, List From Phone Number Options.
Map and review the workflow
Choose the fields and conditions for the workflow, then test the result before activation.
Available Triggers & Actions
Salesforce
Triggers (10)
Actions (24)
2Chat
Triggers (3)
Actions (4)
Integration Features
Capability Examples
Salesforce trigger → 2Chat action
Case Updated (Instant, of Selectable Type)
Check Phone Number for WhatsApp
2Chat trigger → Salesforce action
New Conversation (Instant)
Add Contact to Campaign
How It Works
Connect Apps
Authenticate your Salesforce and 2Chat accounts
Choose a Trigger
Select a documented Salesforce event
Choose an Action
Select the documented 2Chat operation to run
Test and Review
Verify field mapping and provider responses before activation
Frequently Asked Questions
Integration Benefits
Trigger-driven Workflows
Start the supported direction from one of 10 documented Salesforce triggers.
Automated Actions
Run one of 4 documented 2Chat actions after the selected trigger fires.
Provider Authentication
Review the authentication requirements published by each provider before activating the workflow.
Guided Configuration
Select a documented trigger, choose a target action, and map the fields required by the workflow.
Field Mapping
Map the fields exposed by the selected trigger and action, then review the required provider inputs.
Execution Review
Test the workflow and review provider responses before relying on it in production.
Reverse Integration Available
Also connect 2Chat to Salesforce for bidirectional automation
All Salesforce Integrations
Explore all available Salesforce connections
All 2Chat Integrations
Explore all available 2Chat connections
Ready to Connect Salesforce & 2Chat?
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