Chatforma + Erxes Integration

Q: Can I automatically sync Erxes customers to Chatforma?

You can automatically sync Erxes customers to Chatforma using 1-click automations and Integrately AI to handle custom mappings.

Q: Can I connect Chatforma, Erxes, and HubSpot?

You can connect Chatforma, Erxes, and HubSpot together in a single multi-step workflow. Trigger flows from Erxes events, update HubSpot records, notify Chatforma users, and connect to 1,500+ other apps.

Q: What is a good Zapier alternative for Chatforma and Erxes?

Integrately offers a faster, more cost-effective integration experience for Chatforma and Erxes with 20 million+ templates and 24/5 live support.

Q: How are new user inputs handled between Chatforma and Erxes?

New user inputs found in Chatforma can trigger actions across your connected Erxes workflows seamlessly.

Q: Can I manage Erxes form submissions and customer data automatically?

You can manage Erxes form submissions and customer data automatically using ready workflows and pre-built templates on Integrately.

Q: Do I need coding skills to automate Chatforma and Erxes?

You do not need any coding skills to connect Chatforma and Erxes. Use 1-click templates or ask Integrately AI to build your workflows.

Q: Is the Chatforma and Erxes integration free?

The Chatforma and Erxes integration is available on Integrately with a free forever plan so you can start automating immediately.

Integrate Chatforma to Erxes in one click, or tell Integrately AI how you want each customer handled. Create records, send targeted messages, update user segments, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

New user input is found in Chatforma
Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant

Send a message to a specific user in Chatforma
Send a message to a user segment in Chatforma
Add a user to a segment in Chatforma
Delete user from a segment in Chatforma

Trusted by experts at...

Ready Workflows for Chatforma + Erxes Integration

Capture customer interactions, send targeted messages, update user segments, and alert your team, all in just one click.

Send Chatforma message for new Erxes contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Chatforma message for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.

Activate

1of1

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

Connect more apps to your Chatforma + Erxes flow

Connect your chatbot interactions to CRMs, support tools, and email platforms to keep your data flowing. Pick a combination and activate it in one click.

HubSpot (8)

Salesforce (8)

Shopify (8)

Zendesk (8)

Mailchimp (8)

Slack (8)

Create a HubSpot contact when a customer is created in Erxes, and send a welcome message in Chatforma.

New Erxes customers immediately appear in HubSpot as contacts while Chatforma sends a welcome message, eliminating manual entry.

Create a HubSpot deal when an Erxes form submission is received, and message the segment in Chatforma.

Erxes form submissions instantly generate HubSpot deals and notify your Chatforma segment without delay.

When an Erxes customer is updated, update the HubSpot contact and add them to a Chatforma segment.

Customer updates in Erxes instantly refresh your HubSpot contact records and update Chatforma user segments.

Create a HubSpot company for every new Erxes company, and notify the user in Chatforma.

New Erxes companies automatically generate HubSpot company profiles while alerting users in Chatforma.

If a new Erxes customer is enterprise tier, create a HubSpot contact and add them to your Chatforma VIP segment.

Enterprise tier customers from Erxes trigger priority HubSpot contact creation and Chatforma segment updates.

When an Erxes knowledge base article is created, create a HubSpot task and notify the user in Chatforma.

New knowledge base articles in Erxes automatically assign review tasks in HubSpot and notify Chatforma users.

Use Claude to analyse Erxes customer messages. If positive, create a HubSpot contact and notify the user in Chatforma.

Claude evaluates Erxes messages so positive inquiries automatically generate HubSpot contacts and Chatforma alerts.

Turn every new Erxes customer into a HubSpot contact, notify your sales team in Slack, and send a confirmation in Chatforma.

Erxes customer creation triggers a HubSpot contact, a Slack team notification, and a confirmation message in Chatforma.

Create a Salesforce lead when a customer is created in Erxes, and send a greeting in Chatforma.

Erxes customer creation automatically populates Salesforce leads while sending a greeting via Chatforma.

Create a Salesforce task when an Erxes form submission is received, and message the segment in Chatforma.

Form submissions in Erxes create Salesforce follow-up tasks and update user segments in Chatforma.

When an Erxes customer is updated, update the Salesforce record and add them to a Chatforma segment.

Customer edits in Erxes automatically update Salesforce records and assign Chatforma user segments.

Create a Salesforce account for every new Erxes company, and notify the user in Chatforma.

New Erxes company records instantly generate Salesforce accounts and notify users in Chatforma.

If an Erxes customer is high value, create a priority Salesforce lead and notify the Chatforma user.

High-value Erxes customers trigger priority Salesforce lead creation and instant Chatforma alerts.

When an Erxes knowledge base is updated, update the Salesforce record and notify the Chatforma user.

Knowledge base updates in Erxes refresh Salesforce records and notify Chatforma users instantly.

Use Gemini to score Erxes customer enquiries. If qualified, create a Salesforce lead and message the Chatforma user.

Gemini evaluates Erxes inquiries, creating Salesforce leads for qualified prospects and notifying Chatforma users.

Create a Salesforce lead when an Erxes customer is created, post an alert in Slack, and notify the user in Chatforma.

New Erxes customers generate Salesforce leads, Slack team alerts, and Chatforma user notifications.

Create a Shopify customer when a customer is created in Erxes, and send a welcome message in Chatforma.

Erxes customer creation automatically registers Shopify store customers while sending welcome messages in Chatforma.

Create a Shopify draft order when an Erxes form submission is received, and message the Chatforma user.

Erxes form submissions instantly generate Shopify draft orders and notify Chatforma users.

When an Erxes customer is updated, update the Shopify customer record and add them to a Chatforma segment.

Customer profile updates in Erxes automatically refresh Shopify records and Chatforma segments.

Create a Shopify product when an Erxes knowledge base item is created, and notify the user in Chatforma.

New Erxes knowledge base items can generate corresponding Shopify products and notify Chatforma users.

If an Erxes form submission requests a quote, create a Shopify draft order and notify the Chatforma user.

Quote requests submitted via Erxes forms automatically create Shopify draft orders and notify Chatforma users.

When an Erxes company is updated, update the Shopify customer profile and notify the Chatforma user.

Company profile changes in Erxes update Shopify customer profiles and notify Chatforma users.

Use ChatGPT to categorise Erxes customer messages. If it's a purchase intent, create a Shopify customer and message Chatforma.

ChatGPT identifies purchase intent in Erxes messages, creating Shopify customers and messaging Chatforma users.

Create a Shopify customer when an Erxes customer is created, notify your support team in Slack, and message Chatforma.

Erxes customer creation triggers a Shopify customer account, a Slack support alert, and a Chatforma message.

Create a Zendesk ticket when a customer sends a message in Erxes, and send a confirmation in Chatforma.

Customer messages in Erxes instantly generate Zendesk support tickets while confirming receipt in Chatforma.

Create a Zendesk user when a customer is created in Erxes, and notify the Chatforma user.

Erxes customer creation automatically provisions Zendesk users and notifies Chatforma contacts.

When an Erxes customer is updated, update the Zendesk ticket and add them to a Chatforma segment.

Customer changes in Erxes update Zendesk tickets and refresh Chatforma user segments.

Create a Zendesk organization for every new Erxes company, and notify the Chatforma user.

New Erxes company profiles automatically create Zendesk organizations and notify Chatforma users.

If an Erxes customer message is urgent, create a high-priority Zendesk ticket and notify the Chatforma user.

Urgent Erxes messages trigger high-priority Zendesk tickets and immediate Chatforma notifications.

When an Erxes knowledge base is updated, update the Zendesk article and notify the Chatforma user.

Knowledge base edits in Erxes update Zendesk help articles and notify Chatforma users.

Use OpenAI to analyse Erxes customer support messages. If complex, create a Zendesk ticket and message Chatforma.

OpenAI evaluates message complexity, routing intricate Erxes inquiries to Zendesk tickets and messaging Chatforma.

Create a Zendesk ticket when an Erxes customer sends a message, post an alert in Slack, and notify Chatforma.

Erxes customer messages generate Zendesk tickets, Slack support alerts, and Chatforma notifications.

Add a Mailchimp subscriber when a customer is created in Erxes, and send a welcome message in Chatforma.

Erxes customer creation automatically adds Mailchimp subscribers and triggers Chatforma welcome messages.

Add a Mailchimp subscriber from an Erxes form submission, and message the Chatforma user.

Erxes form submissions automatically add Mailchimp subscribers and send notifications via Chatforma.

When an Erxes customer is updated, update the Mailchimp subscriber and add them to a Chatforma segment.

Customer profile changes in Erxes update Mailchimp subscriber details and Chatforma segments.

Create a Mailchimp campaign when an Erxes knowledge base is created, and notify the Chatforma user.

New Erxes knowledge base items can trigger Mailchimp campaigns and notify Chatforma users.

If an Erxes customer subscribes to a specific list, add them to Mailchimp and notify the Chatforma user.

Targeted Erxes list subscriptions automatically add subscribers to Mailchimp and notify Chatforma users.

When an Erxes customer is deleted, unsubscribe them in Mailchimp and remove them from the Chatforma segment.

Customer deletion in Erxes automatically unsubscribes contacts in Mailchimp and removes Chatforma segments.

Use Claude to segment Erxes form submissions, add them to Mailchimp, and notify the Chatforma user.

Claude categorizes Erxes form submissions for targeted Mailchimp lists while notifying Chatforma users.

Add a Mailchimp subscriber when an Erxes form is submitted, notify your team in Slack, and message Chatforma.

Erxes form submissions add Mailchimp subscribers, post Slack team alerts, and message Chatforma users.

Post a Slack notification when a customer is created in Erxes, and send a welcome message in Chatforma.

New Erxes customers trigger instant Slack team alerts and Chatforma welcome messages.

Post a Slack alert when an Erxes form submission is received, and notify the Chatforma user.

Erxes form submissions automatically post Slack channel alerts and notify Chatforma users.

When an Erxes customer is updated, post a Slack update and add them to a Chatforma segment.

Customer profile changes in Erxes trigger Slack update notifications and Chatforma segment assignments.

Create a Slack channel when an Erxes company is created, and notify the Chatforma user.

New Erxes company profiles automatically generate dedicated Slack channels and notify Chatforma users.

If an Erxes customer message is high priority, post to the VIP Slack channel and notify the Chatforma user.

High-priority Erxes messages trigger VIP Slack channel alerts and Chatforma user notifications.

When an Erxes knowledge base article is deleted, post a Slack notification and remove the Chatforma user segment.

Deleted Erxes knowledge base articles post Slack alerts and remove associated Chatforma segments.

Use Gemini to summarise Erxes customer messages, post the summary in Slack, and notify the Chatforma user.

Gemini summarizes Erxes customer messages for Slack team channels while notifying Chatforma users.

Post a Slack alert when an Erxes customer sends a message, create a HubSpot contact, and notify the Chatforma user.

Erxes customer messages trigger Slack alerts, HubSpot contact creation, and Chatforma notifications.

Supported triggers and actions for Chatforma and Erxes

Mix and match to build the exact automation you need

Chatforma Triggers & Actions

New user input is found in Chatforma

Triggers the automation when new user input is found

Try it →

Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

Try it →

Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

Try it →

Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

Try it →

Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

Try it →

Instant

Company is created in Erxes

Triggers the automation when a new company is created

Try it →

Instant

Company is updated in Erxes

Triggers the automation when a company is updated

Try it →

Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

Try it →

Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

Try it →

Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

Try it →

Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

Try it →

Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

Try it →

Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

Try it →

Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

Try it →

What can you automate with Chatforma + Erxes?

Streamline your customer communications by connecting Erxes chatbot events directly to Chatforma actions and workflows.

Get Started For Free

🤖

Sync customer creations across your bots

Automatically trigger Chatforma actions the moment a customer is created in Erxes, keeping your messaging platforms perfectly synchronized.

📝

Capture every submitted form field

Map all available Erxes form submission details directly into your workflows instead of missing crucial customer inputs.

🔔

Alert your team instantly on new messages

Notify designated users or team members the second a customer sends a message or submits a form in Erxes.

🔀

Route workflows based on submitted data

Execute different Chatforma actions depending on specific customer tiers or form inputs received from Erxes.

🔄

Keep user segments continuously updated

Add or remove users from Chatforma segments automatically whenever customer profiles are updated in Erxes.

📂

Manage company records without duplicates

Create and update company profiles reliably across your tools whenever company events occur in Erxes.

📋

Handle knowledge base and article updates

Trigger downstream automation tasks whenever knowledge base articles are created, updated, or deleted in Erxes.

🔗

Extend your workflow to CRMs and sheets

Combine Erxes triggers and Chatforma actions with popular business apps like HubSpot, Salesforce, or Slack.

And much more...

Who is Chatforma + Erxes integration for?

Connecting Chatforma and Erxes eliminates manual data entry, keeping customer records updated across your sales bot and support chatbot channels instantly.

Performance marketers

Customer support leads

Account managers

Sales development reps

Operations managers

Compliance officers

📈

Performance marketers

You're reviewing chatbot interaction reports, but your tracking data only updates when someone manually exports submissions, so the row counts you're optimising against are always outdated — automating both apps means every new customer submission lands in your system instantly and your metrics stay current.

⚡

Customer support leads

You need to act fast on incoming user messages, and you find out about inquiries too late because chatbot chats sit isolated in your workspace — connecting these apps means every new customer message triggers instant follow-ups and your team responds without delay.

📊

Account managers

You answer to clients who want to see progress updates on their support requests, but compiling chatbot activity logs by hand is tedious — with this integration, every customer and company record updates automatically and reporting becomes effortless.

🚀

Sales development reps

The volume of inbound form submissions and user inputs is too high for anyone to keep up with by hand, leading to missed leads — automating both apps means every submission populates your CRM instantly and your pipeline stays fully loaded.

🔄

Operations managers

You own the next step in customer onboarding and depend on someone upstream to hand over chatbot data, causing workflow bottlenecks — this integration means every user input moves seamlessly to downstream tools and handoffs happen without friction.

🛡️

Compliance officers

You need a reliable history of customer interactions and keep finding gaps in your chatbot logs due to manual entry errors — connecting these apps means every customer creation and form submission is recorded accurately.

Try This Integration – No Code Needed

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 Chatforma + Erxes

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

1,500+ apps connected

Connect Chatforma + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Chatforma + Erxes Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Chatforma + Erxes Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Chatforma to Erxes?

You can connect Chatforma to Erxes easily using ready workflows or 1-click integration setup on Integrately alongside Hubspot, Salesforce, Shopify, Zendesk, Mailchimp, Slack, and 1,500+ other apps.

Can I automatically sync Erxes customers to Chatforma?

Can I connect Chatforma, Erxes, and HubSpot?

What is a good Zapier alternative for Chatforma and Erxes?

How are new user inputs handled between Chatforma and Erxes?

Can I manage Erxes form submissions and customer data automatically?

Do I need coding skills to automate Chatforma and Erxes?

Is the Chatforma and Erxes integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chatforma or Erxes With 1500+ Other Apps

Popular Chatforma Integrations

Connect Chatforma with CRM, messaging, and form tools to streamline your sales bot interactions.

See All
Chatforma Integrations

No popular apps found

Popular Erxes Integrations

Sync Erxes with helpdesk, email marketing, and database platforms to expand your customer intelligence.

See All
Erxes Integrations

No popular apps found

Chatforma + Erxes Integration

Integrate Chatforma to Erxes in one click, or tell Integrately AI how you want each customer handled. Create records, send targeted messages, update user segments, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Chatforma + Erxes Integration

Capture customer interactions, send targeted messages, update user segments, and alert your team, all in just one click.

Send Chatforma message for new Erxes contact

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

Connect more apps to your Chatforma + Erxes flow

Connect your chatbot interactions to CRMs, support tools, and email platforms to keep your data flowing. Pick a combination and activate it in one click.

Supported triggers and actions for Chatforma and Erxes

Mix and match to build the exact automation you need

What can you automate with Chatforma + Erxes?

Streamline your customer communications by connecting Erxes chatbot events directly to Chatforma actions and workflows.

Who is Chatforma + Erxes integration for?

Connecting Chatforma and Erxes eliminates manual data entry, keeping customer records updated across your sales bot and support chatbot channels instantly.

Did you know?

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

Why choose Integrately to automate Chatforma + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Chatforma or Erxes With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Chatforma + Erxes Integration

Integrate Chatforma to Erxes in one click, or tell Integrately AI how you want each customer handled. Create records, send targeted messages, update user segments, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Chatforma + Erxes Integration

Capture customer interactions, send targeted messages, update user segments, and alert your team, all in just one click.

Send Chatforma message for new Erxes contact

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

Connect more apps to your Chatforma + Erxes flow

Connect your chatbot interactions to CRMs, support tools, and email platforms to keep your data flowing. Pick a combination and activate it in one click.

Supported triggers and actions for Chatforma and Erxes

Mix and match to build the exact automation you need

What can you automate with Chatforma + Erxes?

Streamline your customer communications by connecting Erxes chatbot events directly to Chatforma actions and workflows.

Who is Chatforma + Erxes integration for?

Connecting Chatforma and Erxes eliminates manual data entry, keeping customer records updated across your sales bot and support chatbot channels instantly.

Did you know?

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

Why choose Integrately to automate Chatforma + Erxes

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Chatforma or Erxes With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click