Clientify + Live Chat Integration
Integrate Clientify to Live Chat in one click, or tell Integrately AI how you want each contact handled. Capture chat leads, create contacts in Clientify, assign deals, and trigger follow-up tasks automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Clientify- Contact is created in Clientify
- Deal stage is updated in Clientify
- Deal is created in Clientify
- Task is created in Clientify
- Company is created in Clientify
Chat is started in Live Chat Instant- Chat is ended in Live Chat Instant
- Chat is updated in Live Chat Instant
- Visitor enters queue in Live Chat Instant
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- Create contact in Clientify
- Search contact in Clientify
- Search user in Clientify
- Create deal in Clientify
- Update deal in Clientify
- Get deal in Clientify
- Close deal in Clientify
- Create task in Clientify
- Create order in Clientify
- Get company in Clientify
- Create abandoned cart in Clientify
- Search product in Clientify
- Delete product in Clientify
- Create product in Clientify
- Search deal in Clientify
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Ready Workflows for Clientify + Live Chat Integration
Capture new chats, create Clientify contacts, open deals, assign tasks, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Clientify + Live Chat flow
Sync your core chat and CRM workflows with email marketing, finance tools, messaging platforms, and spreadsheets. Pick a combination and activate it in one click.
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HubSpot (8)
HubSpot (8) +
Mailchimp (8)
Mailchimp (8) +
Shopify (8)
Shopify (8) +
Stripe (8)
Stripe (8) +
Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) L
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When a chat is started in Live Chat, create a contact in Clientify and create a contact in HubSpot.
Every Live Chat visitor appears in Clientify and HubSpot as a new contact the moment the session begins. No manual data entry, no missed prospects.
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When a chat is started in Live Chat, create a contact in Clientify and create a task in HubSpot.
New chat visitors become Clientify contacts while HubSpot automatically schedules a follow-up task for your sales team.
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When a chat is updated in Live Chat, update the deal in Clientify and update the deal in HubSpot.
Deal changes in Live Chat update your Clientify records and keep your HubSpot pipeline current automatically.
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When a visitor enters queue in Live Chat, create a contact in Clientify and create a deal in HubSpot.
Queued visitors trigger a new Clientify contact and a new HubSpot deal so your team can track inbound sales potential.
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If a chat visitor selects enterprise tier in Live Chat, create a priority deal in Clientify and create an enterprise deal in HubSpot.
Enterprise chat enquiries create high-priority Clientify deals and dedicated HubSpot records for immediate executive follow-up.
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When a chat is ended in Live Chat, close the deal in Clientify and update the deal stage in HubSpot.
Completed chat sessions automatically close Clientify deals and move HubSpot deals to closed won.
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Use Claude to summarise every ended chat from Live Chat, create a task in Clientify, and create a note in HubSpot.
Claude generates a concise chat summary that Clientify turns into a follow-up task and HubSpot stores as a contact note.
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When a chat is started in Live Chat, create a contact in Clientify, create a deal in HubSpot, and notify your sales channel in Slack.
New chat visitors create Clientify contacts, open HubSpot deals, and instantly alert your sales team in Slack.
Supported triggers and actions for Clientify and Live Chat
Mix and match to build the exact automation you need
Clientify Triggers & Actions
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
Try it → Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it → Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it → What can you automate with Clientify + Live Chat?
Streamline your customer conversations by connecting live visitor triggers directly to your CRM workflows and team alerts.
💬
Convert live chat sessions into CRM contacts automatically
Capture every visitor who initiates a conversation in Live Chat and create a corresponding contact profile in Clientify instantly. Eliminate manual data entry and ensure every prospect is logged without delay.
📋
Capture every submitted field from visitor interactions
Map all available visitor details, questions, and queue responses from Live Chat into separate Clientify contact fields. Your CRM database becomes a complete and accurate source for review and follow-up.
🔔
Tell the right person as soon as a chat begins
Trigger instant notifications or create tasks for your sales and support teams the moment a visitor starts a chat. Ensure high-value prospects receive immediate attention from the appropriate representative.
🔀
Do something different depending on submitted chat fields
Route incoming visitors dynamically based on chat selections or topics. Create priority deals for enterprise inquiries while logging standard support chats in separate Clientify pipelines.
🔄
Keep your CRM destination up to date as chats change
Synchronize ongoing chat updates and conversation notes directly into your Clientify records in real time. Ensure your sales pipeline reflects the latest visitor interactions without manual editing.
🔍
Add or update contacts instead of creating duplicates
Search existing Clientify records before creating new entries from chat sessions. Keep your database clean by updating existing customer profiles with fresh conversation data.
🏁
Handle later status changes when conversations end
Trigger automated updates in Clientify the moment a chat session ends. Close deal stages, mark tasks complete, or record resolution notes without manual intervention.
🔌
Extend your chat workflows to Slack and other apps
Connect your Clientify and Live Chat foundation with Slack, Google Sheets, or other popular tools. Broadcast new chat alerts and log conversation metrics across your entire software stack.
And much more...
Who is Clientify + Live Chat integration for?
Sales and support teams use this integration to capture live visitor conversations, eliminate manual contact creation, and keep pipelines synchronized across platforms.
Sales operations managers
Customer support leads
Account managers
Live chat support teams
Sales development representatives
CRM database administrators
📈
Sales operations managers
You're running live support channels but your CRM pipeline only updates when someone manually exports chat logs, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new chat contact lands in Clientify instantly and your pipeline data stays current.
⚡
Customer support leads
You need to act fast on incoming visitor inquiries, but trapped chat data leaves your agents waiting for manual handoffs before they can schedule follow-up tasks — automating both apps means every chat visitor creates a contact immediately and your support queue stays responsive.
🤝
Account managers
You answer to clients who want to see prompt follow-up on technical queries, but manual transcription errors cause missed action items and delayed updates — connecting these apps means every conversation generates accurate tasks automatically and client reporting is always up to date.
💬
Live chat support teams
The chat volume is too high for anyone to keep up by hand, leading to lost visitor details and unassigned follow-ups during peak hours — this integration means every interaction flows straight into your CRM without manual typing so your team handles volume effortlessly.
🎯
Sales development representatives
You own the next step in the sales cycle and depend on upstream chat agents to hand over qualified prospect details, but missing context delays your outreach — automating both apps means every lead profile arrives complete with chat history so you connect with prospects faster.
🗄️
CRM database administrators
You need a reliable history of all inbound interactions and keep finding gaps in customer records due to incomplete manual entry — integrating these apps means every visitor session is captured cleanly in Clientify and your database remains audit-ready.
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 Clientify + Live Chat
Build and manage your Clientify + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + Live Chat 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Clientify + Live Chat Now 
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Frequently Asked Questions
How do I connect Clientify to Live Chat?
You can connect Clientify to Live Chat instantly using 1-click ready workflows on Integrately. Simply choose your template, authenticate both accounts, and let Integrately AI handle field mapping. With 42,000+ active users and 1,500+ integrations, setting up automated CRM sync takes minutes.
Can I automatically create a Clientify contact when a Live Chat session starts?
Can I connect Clientify, Live Chat, and Slack?
What is a good Zapier alternative for Clientify and Live Chat?
How do contact updates sync between Clientify and chat interactions?
What Live Chat events can trigger automated workflows in Clientify?
Can I set up these automations without any coding experience?
Is the Clientify and Live Chat integration free?
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