ERP Next + Activechat Integration

Integrate Activechat to ERP Next in one click, or tell Integrately AI how you want each lead handled. Capture chatbot responses, create leads or customers in your ERP, and update your records automatically.

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1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • Activechat
    Response is captured from bot in Activechat Instant
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2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next

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Ready Workflows Ready Workflows for Activechat + ERP Next Integration

Capture chatbot responses, create new leads, update customer accounts, log issues, and manage your pipeline, all in just one click.

Most popular automationmost-popular-automations
Activechat + ERP Next Integration

Create ERP Next customer for new Activechat response

Automatically creating ERP Next customer for new Activechat response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating ERP Next customer can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Connect more apps to your Activechat + ERP Next flow

Send chatbot interactions straight to your CRM, notify your support team, and log transactions across your stack. Pick a combination and activate it in one click.

ERP Next
Activechat
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ShopifyShopify (8)
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WhatsAppWhatsApp (8)
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HubSpotHubSpot (8)
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GmailGmail (8)
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Google SheetsGoogle Sheets (8)
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StripeStripe (8)
A
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When a response is captured from bot in Activechat, create a lead in ERP Next, and create a customer in Shopify.
Chatbot responses instantly generate ERP Next leads and Shopify customer profiles without manual data entry.
A
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When a response is captured from bot in Activechat, create a customer in ERP Next, and create an order in Shopify.
Turn chatbot order inquiries into ERP Next customer records and Shopify store orders instantly.
A
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When a response is captured from bot in Activechat, add an issue in ERP Next, and create a product in Shopify.
Log chatbot product requests as ERP Next issues while updating your Shopify catalogue.
A
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When a response is captured from bot in Activechat, search lead in ERP Next, and update customer in Shopify.
Search existing ERP Next leads from chatbot responses and update corresponding Shopify customer details.
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If a response is captured from bot in Activechat selects wholesale, create a lead in ERP Next and create a customer in Shopify.
Route wholesale chatbot enquiries into ERP Next leads and tag them accordingly in Shopify.
A
E
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When a response is captured from bot in Activechat, update lead in ERP Next and update order in Shopify.
Update ERP Next leads and Shopify store orders automatically from bot interaction updates.
A
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Use Claude to summarise every Activechat response, create a lead in ERP Next, and create a customer in Shopify.
Use Claude to process chatbot inputs before logging them into ERP Next and Shopify.
A
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Turn every Activechat response into an ERP Next lead, create a Shopify customer, and notify your team on Slack.
Send chatbot leads to ERP Next and Shopify while alerting your sales team on Slack.

Supported triggers and actions for ERP Next and Activechat

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Activechat
Activechat Triggers & Actions
Instant
Response is captured from bot in Activechat
Triggers the automation when a response is captured from a bot
Try it →
No action is available

What can you automate with Activechat + ERP Next?

Streamline your conversational funnel by syncing chatbot interactions directly into your ERP system.

What you can automate?
🎯
Create ERP Next leads from chatbot responses
Capture every prospect interaction from Activechat and generate new leads in ERP Next automatically without manual copy-pasting.
📝
Capture every submitted custom field
Map all survey answers, budget details, and requirements gathered in your chatbot into dedicated ERP Next fields rather than basic names and emails.
🔔
Alert your team instantly on new inquiries
Notify sales agents the moment a high-intent response is captured from bot in Activechat so they can follow up without delay.
🔀
Route leads based on submitted criteria
Send enterprise prospects to dedicated account managers in ERP Next while routing standard inquiries to general pipelines automatically.
🔄
Keep ERP Next customer records up to date
Update existing customer accounts in ERP Next whenever a returning user submits new information through your Activechat bot.
🔍
Search records before creating entries
Check if a lead already exists in ERP Next before generating a new profile, preventing duplicate records in your database.
🏷️
Manage support issues and ticket states
Log chatbot support requests as active issues in ERP Next and update ticket statuses as conversations progress.
🌐
Extend your workflow to external tools
Connect Activechat and ERP Next with Gmail, Google Sheets, or HubSpot to trigger multi-app operations from a single bot response.
And much more...

Who is Activechat + ERP Next integration for?

Sales and support teams handling chatbot interactions benefit by instantly syncing customer details, eliminating manual data entry, and keeping business records up to date.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Customer service teams
Customer service teams
Operations managers
Operations managers
Finance administrators
Finance administrators
📈
Performance marketers
You're running chatbot campaigns to capture prospect details but your reporting sheet only updates when someone manually exports records, so the lead counts you're reviewing are always a few hours behind — with this integration, every chatbot response lands in your ERP instantly and your data stays current.
⚡
Sales reps
You need to follow up with inbound bot prospects immediately, but contact details sit trapped in your chatbot interface until someone transfers them by hand, so hot leads go cold before you reach out — automations between both apps means every inquiry creates an ERP Next lead the moment it arrives.
🤝
Account managers
You answer to clients who want immediate proof of engagement, but compiling interaction logs requires hours of copy-pasting between your chat tool and enterprise software — this integration means every interaction flows straight into your records so client reporting is always accurate.
💬
Customer service teams
You're handling high volumes of inbound support queries through conversational bots, but missing ticket updates leads to delayed customer resolutions — automating both apps means every support request generates an ERP Next issue automatically without manual intervention.
⚙️
Operations managers
You own the fulfillment pipeline and depend on upstream teams to hand over customer data, but manual data entry causes recurring bottlenecks across departments — connecting these apps means customer details move from your chatbot into your ERP seamlessly and reliably.
📋
Finance administrators
You need a reliable history of all customer accounts and transactions, but fragmented chat records leave frustrating gaps in your accounting ledger — this integration means every registered customer is logged correctly with zero missing entries in your database.
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Why choose Integrately to automate ERP Next + Activechat

Build and manage your ERP Next + Activechat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Activechat 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Connect ERP Next + Activechat Now arrow right
In Just 1 Click!
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Frequently Asked Questions

How do I connect Activechat to ERP Next?
Frequently Asked Questions
You can connect Activechat to ERP Next in one click using pre-built templates on Integrately, or use Integrately AI to set up custom workflows linking tools like HubSpot, Gmail, and Google Sheets.
Can I automatically create ERP Next leads from chatbot responses?
Frequently Asked Questions
Can I connect Activechat, ERP Next, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Activechat and ERP Next?
Frequently Asked Questions
How are Activechat bot responses captured and processed?
Frequently Asked Questions
Can I update existing ERP Next customer records from chatbot data?
Frequently Asked Questions
Do I need coding skills to automate Activechat and ERP Next?
Frequently Asked Questions
Is the Activechat and ERP Next integration free?
Frequently Asked Questions
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You Can Also Connect Activechat or ERP Next With 1500+ Other Apps

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Sync ERP Next with accounting, project management, and reporting tools to keep business data aligned.
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