Agile CRM + Chatra Integration

Integrate Agile CRM to Chatra in one click, or tell Integrately AI how you want each contact handled. Capture live chat leads instantly, create contacts and deals in Agile CRM, alert your sales team, and follow up automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

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Ready WorkflowsReady Workflows   for Agile CRM + Chatra Integration

Capture chat conversations, create Agile CRM contacts, log details, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Chatra flow

Send chat leads straight to your CRM, notify your team, and keep your marketing lists and spreadsheets updated. Pick a combination and activate it in one click.

Agile CRM
Chatra
+
ShopifyShopify (4)
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CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
C
A
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When a Chatra conversation is started, create a contact in Agile CRM and create a customer in Shopify.
Every chat visitor becomes a contact in Agile CRM and a customer in Shopify instantly, eliminating manual record creation.
C
A
S
When a Chatra message is received, add a note in Agile CRM and create an order in Shopify.
Log chat context in Agile CRM and record store orders immediately when customers purchase.
C
A
S
When a Chatra chat is finished, update a contact in Agile CRM and update customer details in Shopify.
Keep customer profiles current across Agile CRM and Shopify as chat sessions conclude.
C
A
S
Use Claude to summarise chat messages, update Agile CRM contacts, and create Shopify customer tags.
AI analyses chat sentiment and updates Agile CRM and Shopify profiles automatically.

Supported triggers and actions for Agile CRM and Chatra

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
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Instant
Message is received in Chatra
Triggers the automation when a new message is received
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Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
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No action is available

What can you automate with Agile CRM + Chatra?

Streamline your visitor engagement and CRM management with powerful automated workflows connecting Chatra and Agile CRM.

What you can automate?
💬
Capture chat conversations into Agile CRM contacts instantly
Turn every new Chatra conversation into a fully populated Agile CRM contact the moment a visitor reaches out. Remove manual copy-pasting and ensure no prospect is missed.
📝
Record every chat message as an Agile CRM note
Map all incoming Chatra messages and conversation details directly into Agile CRM contact notes. Keep your customer history complete and accessible for every team member.
🔔
Alert your team the moment a chat starts
Trigger instant team notifications in Slack whenever a new Chatra conversation begins. Ensure your sales reps respond to high-intent website visitors without delay.
🔀
Route chats based on submitted visitor details
Create different Agile CRM deals or tasks depending on what the visitor discusses in Chatra. Direct high-value inquiries to senior reps automatically.
🔄
Keep Agile CRM records updated as chats evolve
Refresh Agile CRM contact information automatically as conversations progress in Chatra. Maintain accurate database records throughout the customer lifecycle.
🔍
Search and update existing Agile CRM contacts
Look up existing records in Agile CRM during ongoing Chatra chats to avoid creating duplicates. Update existing customer profiles with fresh conversation data.
🏁
Trigger follow-ups when chat sessions conclude
Create Agile CRM follow-up tasks and update deal stages the moment a Chatra conversation finishes. Ensure every customer journey moves forward.
📊
Sync chat data across spreadsheets and your CRM
Connect Google Sheets to your Agile CRM and Chatra flow to log chat metrics automatically. Keep your operational spreadsheets current alongside your CRM database.
And much more...

Who is Agile CRM + Chatra integration for?

Teams using chat to engage website visitors need instant contact sync between Chatra and Agile CRM to eliminate manual data entry and speed up response times.

Analytics and Reporting Leads
Analytics and Reporting Leads
Support Team Leads
Support Team Leads
Client Account Managers
Client Account Managers
Sales Development Teams
Sales Development Teams
Pipeline Handover Coordinators
Pipeline Handover Coordinators
CRM Administrators
CRM Administrators
📈
Analytics and Reporting Leads
You're tracking live chat conversions in Agile CRM, but leads captured in Chatra only get logged when someone remembers to export them, so the conversion counts you report on are always outdated — with this integration, every chat conversation creates a contact instantly and your pipeline numbers stay current.
Support Team Leads
You're managing inbound visitor chats in Chatra while your sales pipeline lives in Agile CRM, but urgent inquiries sit unassigned because agents miss the handoff, so high-intent buyers slip away before anyone reaches out — automating both apps means every new chat creates a contact immediately so your team can act fast.
📋
Client Account Managers
You're updating clients on chat inquiry volumes stored in Agile CRM, but compiling progress reports requires manually pulling chat transcripts from Chatra, so status updates take hours to prepare — connecting these apps means every conversation logs automatically and client reports write themselves.
🚀
Sales Development Teams
You're handling high volumes of website visitor chats in Chatra every day, but copying visitor contact information into Agile CRM creates severe backlogs, so reps waste precious hours on data entry instead of selling — this integration means contact creation happens instantly behind the scenes.
🤝
Pipeline Handover Coordinators
You're depending on support staff to manually transfer chat leads from Chatra into Agile CRM before sales can follow up, but details frequently get dropped in translation, so qualified prospects fall through the cracks — automating both apps means every handoff is seamless and accurate.
🗂️
CRM Administrators
You're maintaining customer history records in Agile CRM, but missing chat details from Chatra leave frustrating gaps in your customer profiles, so support histories remain incomplete — with this integration, every chat note and contact update populates your CRM reliably.
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 Agile CRM + Chatra

Build and manage your Agile CRM + Chatra automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Chatra 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
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Chatra?
Frequently Asked Questions
You can connect Agile CRM to Chatra instantly using 1-click workflows or Integrately AI. With 1,500+ integrations available, linking Chatra with Agile CRM, Slack, Google Sheets, and Shopify takes minutes without any coding.
Can I automatically create Agile CRM contacts from new Chatra conversations?
Frequently Asked Questions
Can I connect Agile CRM, Chatra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Chatra?
Frequently Asked Questions
How does Agile CRM handle new contact creation from chat sessions?
Frequently Asked Questions
Can Chatra trigger automated actions in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Chatra?
Frequently Asked Questions
Is the Agile CRM and Chatra integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Chatra With 1500+ Other Apps

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