Agile CRM + Live Chat Integration

Integrate Agile CRM to Live Chat in one click, or tell Integrately AI how you want each contact handled. Log chat details, create or update contacts in Agile CRM, and trigger instant follow-ups 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
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat is updated in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat 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 + Live Chat Integration

Capture new chats as contacts, organise lead details, update CRM records, and trigger follow-up sequences, 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 + Live Chat flow

Send chat lead data to your email lists, spreadsheets, CRMs, scheduling tools, messaging apps, and payment gateways seamlessly. Pick a combination and activate it in one click.

Agile CRM
Live Chat
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
HubspotHubspot (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
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Add every new Live Chat visitor as an Agile CRM contact and subscribe them to your Mailchimp audience.
New Live Chat visitors become Agile CRM contacts and Mailchimp subscribers instantly, eliminating manual data entry across your marketing tools.
L
A
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When a chat ends in Live Chat, update the Agile CRM contact and add a subscriber tag in Mailchimp.
Completed support chats automatically update Agile CRM records and tag corresponding Mailchimp subscribers for targeted follow-ups.
L
A
C
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Use ChatGPT to summarise every ended Live Chat session, save the notes in Agile CRM, and add the subscriber in Mailchimp.
ChatGPT generates concise chat summaries that update Agile CRM records and populate your Mailchimp subscriber database automatically.

Supported triggers and actions for Agile CRM and Live Chat

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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Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
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Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
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Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
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Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
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No action is available

What can you automate with Agile CRM + Live Chat?

Streamline your customer support and CRM workflows by connecting visitor interactions directly to your sales pipeline.

What you can automate?
💬
Capture every live chat visitor as a CRM contact
Turn inbound chat participants into Agile CRM contacts the moment a conversation begins. Eliminate manual data entry and ensure every visitor enters your sales funnel.
📋
Record detailed chat metadata and answers
Map available live chat fields and conversation details into your Agile CRM records. Your database becomes a richer source for review and follow-up.
🔔
Alert your team instantly when chats start
Notify sales reps and support staff in real time whenever a new chat is initiated. Respond faster to inbound prospects and close deals quicker.
🔀
Route records based on submitted chat fields
Send high-value prospects to priority Agile CRM deals while routing routine inquiries to standard support queues automatically.
🔄
Keep your CRM records updated as chats evolve
Update contact details and conversation milestones in Agile CRM whenever chat statuses change throughout the support lifecycle.
🔍
Search and update instead of creating duplicates
Check existing Agile CRM records before creating new contacts or deals, keeping your database clean and organised.
⏱️
Handle later status changes and session closures
Trigger automated Agile CRM tasks and deal updates the moment a chat session is ended or a visitor leaves the queue.
🔌
Extend your workflow to external apps like Slack
Push chat data from Live Chat and Agile CRM into Slack channels to keep your entire team aligned on customer interactions.
And much more...

Who is Agile CRM + Live Chat integration for?

Teams managing inbound customer inquiries and CRM records benefit from instant data synchronisation, eliminating manual entry across departments.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
Sales operations teams
Sales operations teams
Account executives
Account executives
Customer success managers
Customer success managers
📈
Performance marketers
You're running campaigns across multiple ad channels but your tracking sheet only updates when someone manually exports live chat leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new chat lead lands in the CRM instantly and your campaign data stays current.
Customer support leads
You need to act fast on high-priority inquiries, and you find out too late when support chats sit unrecorded in your widget without touching your CRM — automating both apps means every chat visitor creates an Agile CRM record immediately and your support queue stays transparent.
📊
Agency account managers
You answer to a client who wants to see real-time progress on inbound visitor engagement, but manual reporting leaves gaps in your pipeline updates — connecting these apps means every chat session updates your Agile CRM records automatically and client dashboards reflect accurate numbers.
🔄
Sales operations teams
The volume of inbound chat traffic is too high for anyone to keep up by hand, leading to missed prospect details and delayed follow-ups — integrating these apps means every visitor interaction populates Agile CRM instantly and your lead intake pipeline runs without manual intervention.
🎯
Account executives
You own the next sales step and depend on support reps to hand over qualified leads, but manual handoffs cause valuable prospects to slip through the cracks — this integration means every ended chat session creates an Agile CRM deal and your sales pipeline receives instant handoffs.
🗂️
Customer success managers
You need a reliable history of past interactions and keep finding gaps in customer records because chat logs stay isolated from your CRM database — with this integration, every chat session attaches notes directly to Agile CRM contacts and your customer history remains complete.
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 + Live Chat

Build and manage your Agile CRM + Live Chat 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 + Live Chat 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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Frequently Asked Questions

How do I connect Agile CRM to Live Chat?
Frequently Asked Questions
You can connect Agile CRM to Live Chat in 1-click using ready-made templates on Integrately. Choose a template, connect your accounts, and activate your automated workflows instantly. You can also use Integrately AI to build custom automations with Mailchimp, Google Sheets, Hubspot, and other popular tools.
How can I automatically create Agile CRM contacts from Live Chat sessions?
Frequently Asked Questions
Can I connect Agile CRM, Live Chat, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Live Chat?
Frequently Asked Questions
How do deal milestones update when a chat ends in Live Chat?
Frequently Asked Questions
Can I trigger tasks in Agile CRM when a visitor enters a Live Chat queue?
Frequently Asked Questions
How do I automate data synchronization between Agile CRM and Live Chat without coding?
Frequently Asked Questions
Is the Agile CRM and Live Chat integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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