Connect 2Chat to Salesforce
Build an AI agent that works across 2Chat and Salesforce, on a schedule or when you click Run.
Why Connect 2Chat & Salesforce?
Read what you need from 2Chat
Your agent uses 2Chat's documented actions to pull the records it needs, each time it runs.
Run a Salesforce action
Then it uses one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.
Test it, then put it on a schedule
Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.
Available Triggers & Actions
2Chat
Triggers (3)
Actions (4)
Salesforce
Triggers (10)
Actions (24)
Integration Features
Capability Examples
2Chat trigger → Salesforce action
New Conversation (Instant)
Add Contact to Campaign
Salesforce trigger → 2Chat action
Case Updated (Instant, of Selectable Type)
Check Phone Number for WhatsApp
How It Works
Connect Apps
Authenticate your 2Chat and Salesforce accounts
Describe the Job
Say what to read from 2Chat and what to do in Salesforce
Choose an Action
Select the documented Salesforce operation to run
Test and Review
Verify field mapping and provider responses before activation
Frequently Asked Questions
Integration Benefits
Scheduled or On-demand Runs
Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live 2Chat events yet.
Automated Actions
Use 24 documented Salesforce actions each time the agent runs.
Provider Authentication
Review the authentication requirements published by each provider before activating the workflow.
Guided Configuration
Describe the job in plain English. The agent picks the2Chat and Salesforce actions it needs.
Your Own Accounts
You connect your own 2Chat and Salesforce accounts. App connections need a paid plan.
Execution Review
Test the workflow and review provider responses before relying on it in production.
Reverse Integration Available
Also connect Salesforce to 2Chat for bidirectional automation
All 2Chat Integrations
Explore all available 2Chat connections
All Salesforce Integrations
Explore all available Salesforce connections
Ready to Connect 2Chat & Salesforce?
Build this agent in Mazaal AI and test it on your own2Chat and Salesforce data.
Start buildingRather not build it yourself? We set up one 2Chat to Salesforce agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod