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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
  • 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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready WorkflowsReady 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.
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 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.

Customerly
Live Chat
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
+
ZendeskZendesk (4)
L
C
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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.
L
C
S
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.
L
C
S
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.
L
C
S
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
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
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Instant
User is created in Customerly
Triggers the automation when a new user is created
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Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
Try it →
Create lead in Customerly
Generates new leads for potential customers
Try it →
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
Try it →
Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
Try it →
Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it →
No action is available

What can you automate with Customerly + Live Chat?

Streamline your customer engagement and support workflows by connecting Live Chat events directly to Customerly actions.

What you can automate?
💬
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
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Sales reps
Sales reps
Operations managers
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.
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 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
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
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 Customerly to Live Chat?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Customerly, Live Chat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Live Chat?
Frequently Asked Questions
How does Customerly handle contact data when a chat starts?
Frequently Asked Questions
Can I track queued visitors from Live Chat in Customerly?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Live Chat?
Frequently Asked Questions
Is the Customerly 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?
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 Customerly or Live Chat With 1500+ Other Apps

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