

Customerly + Live Chat Integration
Integrate Customerly to Live Chat in one click, or tell Integrately AI how you want each chat handled. Create leads, tag users, update your CRM records, and track support chats automatically.
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Ready Workflows for Customerly + Live Chat Integration
Capture leads from chats, tag users, organise inquiries, and update your CRM, 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 Customerly + Live Chat flow
Route support chats and new leads into your wider business stack for team alerts, email marketing, and record keeping. Pick a combination and activate it in one click.


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Shopify (4)
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Mailchimp (4)
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Slack (4)
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Google Sheets (4)
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Stripe (4)
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Zendesk (4)
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When a chat is started in Live Chat, create a lead in Customerly and create a customer in Shopify.
New Live Chat conversations instantly create a lead in Customerly and register the customer in Shopify.
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When a visitor enters the queue in Live Chat, add a tag to the user in Customerly and create a customer in Shopify.
Queued live chat visitors are tagged in Customerly and added as customers in Shopify automatically.
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When a chat is updated in Live Chat, create a user in Customerly and create an order in Shopify.
Updated live chat interactions generate a Customerly user record and log a new order in Shopify.
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When a chat is ended in Live Chat, create a lead in Customerly and create a customer in Shopify.
Completed support chats automatically register new leads in Customerly and customers in Shopify.
Supported triggers and actions for Customerly and Live Chat
Mix and match to build the exact automation you need

Customerly 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 Customerly + Live Chat?
Streamline your customer engagement and support workflows by connecting Live Chat events directly to Customerly actions.
💬
Capture every live chat lead instantly
Turn new live chat conversations into Customerly leads the moment a visitor reaches out. Eliminate manual contact entry and ensure every prospect is logged.
📋
Capture every submitted chat detail
Map visitor responses and chat metadata into Customerly fields instead of just basic contact info. Your CRM records become much more useful for sales.
🔔
Alert your team the second a chat starts
Notify your support or sales staff immediately when a new conversation begins. Ensure rapid response times for every incoming visitor.
🔀
Route chats based on visitor criteria
Perform different actions depending on the queue status or visitor input submitted during the chat. Send high-priority leads to dedicated channels.
🔄
Keep customer profiles up to date
Update existing Customerly user records automatically as chat details and conversation statuses evolve. Maintain clean, reliable customer profiles.
🏷️
Tag users and prevent duplicate records
Add specific tags to users in Customerly based on chat interactions without creating duplicate entries. Keep your CRM clean and well-segmented.
🏁
Manage post-chat follow-up workflows
Trigger automated actions the moment a support chat ends. Log summaries and update contact stages without manual intervention.
🔗
Extend your flow to team messaging apps
Send chat notifications and lead details straight to Slack alongside your Customerly updates. Keep all relevant team channels fully informed.
And much more...
Who is Customerly + Live Chat integration for?
Support and sales teams rely on Customerly and Live Chat to capture leads, track customer interactions, and maintain accurate records without manual data entry.
Performance marketers
Customer support leads
Account managers
E-commerce store owners
Sales reps
Operations managers
📈
Performance marketers
You're running customer acquisition campaigns but your CRM lead counts only update when someone manually exports chat data, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new chat lead lands in Customerly instantly and your data stays current.
⚡
Customer support leads
You manage incoming visitor queues but your team finds out about high-priority inquiries too late because notifications require manual checking, so customer wait times increase — with this integration, every support chat triggers instant notifications and your team acts without delay.
📊
Account managers
You report on client engagement metrics to stakeholders but your tracking records miss recent live chat interactions, so your status updates lack complete conversation history — with this integration, every chat activity logs automatically and your reports show accurate progress.
🛒
E-commerce store owners
You handle high daily volumes of visitor inquiries but your staff cannot keep up with manual CRM entries, so potential buyers slip through the cracks — with this integration, every chat visitor is captured as a lead and your sales pipeline stays organized.
🤝
Sales reps
You depend on support agents to hand over qualified prospects from live chats, but manual handoffs cause frustrating communication delays, so hot leads go cold — with this integration, every chat lead lands in Customerly instantly and you can follow up immediately.
🗂️
Operations managers
You need a reliable history of customer support interactions across your systems, but manual logging creates persistent gaps in your database, so audits become difficult — with this integration, every chat event is recorded accurately and your audit trails remain complete.

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 Customerly + Live Chat
Build and manage your Customerly + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Customerly + 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 Customerly + Live Chat Now 
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Frequently Asked Questions
How do I connect Customerly to Live Chat?
You can connect Customerly to Live Chat in 1 click using ready-made templates or ask Integrately AI to build the integration for you. It takes just minutes to set up, and you can also connect third-party tools like Slack, Google Sheets, and Shopify.
Can I automatically create Customerly leads from new Live Chat conversations?
Can I connect Customerly, Live Chat, and Slack?
What is a good Zapier alternative for Customerly and Live Chat?
How does Customerly handle contact data when a chat starts?
Can I track queued visitors from Live Chat in Customerly?
Do I need coding skills to automate Customerly and Live Chat?
Is the Customerly and Live Chat 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.
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