2Chat + Close Integration

Integrate 2Chat to Close in one click, or tell Integrately AI how you want each lead handled. Capture new WhatsApp chats, create CRM records, update deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 2Chat
    Participant is joined whatsapp group in 2Chat Instant
  • 2Chat
    Participant is left whatsapp group in 2Chat Instant
  • 2Chat
    Participant is removed from whatsapp group in 2Chat Instant
  • 2Chat
    Whatsapp group message is received in 2Chat Instant
  • 2Chat
    Whatsapp call is received in 2Chat Instant
  • 2Chat
    Whatsapp conversation is started in 2Chat Instant
  • 2Chat
    Whatsapp message is recieved in 2Chat Instant
  • 2Chat
    Whatsapp message is send or recieved in 2Chat Instant
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
Arrow Right
2.
  • 2Chat
    Create whatsapp business product in 2Chat
  • 2Chat
    Send whatsapp group text message in 2Chat
  • 2Chat
    Send whatsapp group media message in 2Chat
  • 2Chat
    Send whatsapp text message in 2Chat
  • 2Chat
    Send whatsapp media message in 2Chat
  • 2Chat
    Verify if the phone number has a whatsapp account in 2Chat
  • 2Chat
    Set whatsapp profile picture in 2Chat
  • 2Chat
    Search whatsapp business products in 2Chat
  • 2Chat
    Update whatsapp business product in 2Chat
  • 2Chat
    Set whatsapp status in 2Chat
  • 2Chat
    Create contact in 2Chat
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for 2Chat + Close Integration

Capture chats, create leads, log calls, update deals, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + 2Chat Integration

Create 2Chat contact for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - 2Chat integration, anytime a new Close contact is created, an 2Chat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Close + 2Chat Integration

Send 2Chat message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through 2Chat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - 2Chat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Close + 2Chat Integration

Send 2Chat message for new Close task

With this Close - 2Chat integration, whenever a new task is created in Close, message will be sent via 2Chat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + 2Chat Integration

Send 2Chat message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending 2Chat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - 2Chat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your 2Chat + Close flow

Send details to your CRM, alert your team in chat, or sync billing records as soon as each customer interaction completes. Pick a combination and activate it in one click.

2Chat
Close
+
HubspotHubspot (4)
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
+
SlackSlack (4)
C
H
2
Create a HubSpot contact for every new Close lead, and send a WhatsApp text message in 2Chat
New Close leads automatically generate HubSpot contacts while 2Chat sends a welcome WhatsApp message, eliminating manual data entry.
H
C
2
When a HubSpot contact is created, create a lead in Close and send a WhatsApp media message in 2Chat
HubSpot contacts immediately create Close leads and trigger a WhatsApp media message in 2Chat without manual steps.
C
H
2
If a Close opportunity is created, update the HubSpot contact and send a WhatsApp text message in 2Chat
New Close opportunities update HubSpot contacts and trigger a WhatsApp text message in 2Chat automatically.
H
C
2
Use Claude to summarise HubSpot notes, create a Close lead, and send a WhatsApp text message in 2Chat
Use Claude to analyse HubSpot notes before creating a Close lead and sending a WhatsApp message in 2Chat.

Supported triggers and actions for 2Chat and Close

Mix and match to build the exact automation you need

2Chat
2Chat Triggers & Actions
Instant
Participant is joined whatsapp group in 2Chat
Triggers the automation when a participant joins a WhatsApp group
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Instant
Participant is left whatsapp group in 2Chat
Triggers the automation when a participant leaves a WhatsApp group
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Instant
Participant is removed from whatsapp group in 2Chat
Triggers the automation when a participant is removed from a WhatsApp group
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Instant
Whatsapp group message is received in 2Chat
Triggers the automation when a message is received in a WhatsApp group
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Instant
Whatsapp call is received in 2Chat
Triggers the automation when a call is received on WhatsApp
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Instant
Whatsapp conversation is started in 2Chat
Triggers the automation when a conversation is started on WhatsApp
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Instant
Whatsapp message is recieved in 2Chat
Triggers the automation when a message is received on WhatsApp
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Instant
Whatsapp message is send or recieved in 2Chat
Triggers the automation when a message is sent or received on WhatsApp
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Create whatsapp business product in 2Chat
Creates a new product for WhatsApp Business
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Send whatsapp group text message in 2Chat
Sends a text message in a WhatsApp group
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Send whatsapp group media message in 2Chat
Sends a media message in a WhatsApp group
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Send whatsapp text message in 2Chat
Sends a text message to a contact on WhatsApp
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Send whatsapp media message in 2Chat
Sends a media message to a contact on WhatsApp
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Verify if the phone number has a whatsapp account in 2Chat
Checks if a phone number is associated with a WhatsApp account
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Set whatsapp profile picture in 2Chat
Sets the profile picture on WhatsApp
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Search whatsapp business products in 2Chat
Searches for products on WhatsApp Business
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Update whatsapp business product in 2Chat
Updates a product on WhatsApp Business
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Set whatsapp status in 2Chat
Sets the status on WhatsApp
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Create contact in 2Chat
Creates a new contact
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Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with 2Chat + Close?

Streamline communication workflows and CRM updates between 2Chat and Close with ready-made automation sequences.

What you can automate?
🔄
Sync WhatsApp messages to Close leads instantly
Create a new lead in Close automatically the moment a WhatsApp message or call is received in 2Chat, keeping your sales pipeline up to date.
📝
Capture every submitted WhatsApp field
Map complete customer details from WhatsApp chats into custom Close fields instead of just names and numbers, ensuring full context.
🔔
Alert your sales team in real time
Trigger instant notifications or messages whenever a high-value prospect interacts via 2Chat or changes stage in Close.
🔀
Route leads based on submitted criteria
Send prospects to different sales pipelines or assign tasks in Close depending on specific keywords or answers received in 2Chat.
🔄
Keep destination records updated as things change
Automatically update contact information in Close whenever WhatsApp status or profile details change in 2Chat.
👥
Prevent duplicate records with smart search
Search existing contacts in Close before creating new records, ensuring your database remains clean and organised.
⏱️
Handle later status changes and follow-ups
Trigger automated WhatsApp messages in 2Chat whenever opportunity statuses or lead stages are updated in Close.
🔌
Extend your workflow to team channels
Connect 2Chat and Close with Slack, Gmail, or HubSpot to keep all departments aligned on every customer interaction.
And much more...

Who is 2Chat + Close integration for?

Sales teams, support managers, and revenue operations professionals connect 2Chat and Close to eliminate manual data entry and accelerate customer response times.

Revenue operations managers
Revenue operations managers
Sales development reps
Sales development reps
Account executives
Account executives
Customer support leads
Customer support leads
Pipeline administrators
Pipeline administrators
Customer success managers
Customer success managers
📈
Revenue operations managers
You're trying to report on customer communication pipelines, but chat logs and CRM records live in separate silos so your metrics are always incomplete — connecting these apps means every WhatsApp interaction updates your Close leads instantly and your pipeline reporting stays current.
Sales development reps
You need to act fast when prospects send messages, but manual copying between WhatsApp and your CRM delays your outreach by hours — automating both apps means every incoming chat creates a lead in Close the moment it arrives so you can engage buyers first.
🤝
Account executives
You answer to sales directors who want to see prospect communication history, but scattered chat records make deal reviews difficult — with this integration, all WhatsApp messages and call logs sync directly into your Close records for complete visibility.
📊
Customer support leads
The volume of inbound customer messages is too high for your team to keep up by hand, leading to missed inquiries and delayed follow-ups — automating both apps means every chat and contact syncs smoothly to Close without manual intervention.
🔄
Pipeline administrators
You own the CRM pipeline and depend on field reps to hand over customer details from chats, but records frequently contain gaps or missing contact data — this integration means every WhatsApp interaction populates accurate lead fields automatically.
📋
Customer success managers
You need a reliable customer history in your CRM, but finding missing chat transcripts and call records creates blind spots in account reviews — connecting these apps means every communication gets logged correctly in Close.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate 2Chat + Close

Build and manage your 2Chat + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect 2Chat + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Setup an action from Trello
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Frequently Asked Questions

How do I connect 2Chat to Close?
Frequently Asked Questions
You can connect 2Chat to Close in 1-click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Close leads when a WhatsApp message arrives in 2Chat?
Frequently Asked Questions
Can I connect 2Chat, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for 2Chat and Close?
Frequently Asked Questions
How does 2Chat handle message data during automation?
Frequently Asked Questions
Can Close update leads and contacts automatically?
Frequently Asked Questions
Do I need coding skills to automate 2Chat and Close?
Frequently Asked Questions
Is the 2Chat and Close integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Close
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