Integration
Connect 2Chat to Freshworks CRM
When something happens in 2Chat, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want 2Chat and Freshworks CRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with 2Chat and Freshworks CRM
Triggers and actions 19 triggers · 18 actions
Trigger
Call Status UpdateTriggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.
- Incoming Call Completed
Triggers when an incoming phone call is completed (answered or missed).
- New WhatsApp Conversation
Triggers when a new WhatsApp conversation is started on your 2Chat connected number.
- New WhatsApp Message
Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
- Outgoing Call Completed
Triggers when an outgoing phone call is completed (answered or canceled).
- Participant Joined a WhatsApp Group
Triggers when someone joins a WhatsApp Group
- Participant Left a WhatsApp Group
Triggers when someone leaves a WhatsApp Group
- Participant Was Removed From a WhatsApp Group
Triggers when someone is removed from a WhatsApp Group
- WhatsApp Audio Message Transcribed
Triggers when a new WhatsApp audio message is transcribed to text.
- WhatsApp Call Made
Triggers when a new WhatsApp call is made from your connected number.
- WhatsApp Call Received
Triggers when a new WhatsApp call is received on your connected number.
- WhatsApp Group Message Received
Triggers when a new WhatsApp Group Message is received
- WhatsApp Order Received
Triggers when a WhatsApp Order is received on your 2Chat connected number.
- Create Contact
Creates a Contact in 2Chat
Trigger
New AccountPolling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.