tawk.to + Customerly Integration

Integrate Customerly to tawk.to in one click, or tell Integrately AI how you want each lead handled. Capture chats and transcripts, create CRM leads, tag active users, and streamline customer communication automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • tawk.to
    Transcript is created in tawk.to Instant
  • tawk.to
    Chat has started in tawk.to Instant
  • tawk.to
    Chat has ended in tawk.to Instant
  • tawk.to
    Ticket is created in tawk.to Instant
  • 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
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 Workflows Ready Workflows for Customerly + tawk.to Integration

Capture chats, create CRM leads, tag active users, and update records, all in just one click.

Most popular automationsmost-popular-automations
tawk.to + Customerly Integration

Create Customerly contact for new tawk.to chat

When someone completes your tawk.to, a new contact is automatically created in your Customerly. This way, you can quickly follow up with the chat and turn them into a customer!

Plus, all of the information from the tawk.to is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a tawk.to - Customerly integration set up makes it easy to manage your customer relationships and grow your business.
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tawk.to + Customerly Integration

Create Customerly contact from new tawk.to ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Customerly. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Customerly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Customerly.

This makes it easy to keep track of your support tickets and contacts in one place.
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Connect more apps to your Customerly + tawk.to flow

Send chat transcripts to support boards, notify your team on messaging apps, and log customer details in spreadsheets. Pick a combination and activate it in one click.

tawk.to
Customerly
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
T
C
S
When a new tawk.to ticket is created, create a lead in Customerly and add the customer in Shopify
New tawk.to tickets instantly generate a Customerly lead and register the customer in Shopify without manual data entry.
T
C
S
When a tawk.to chat has started, create a user in Customerly and log the order lookup in Shopify
Active tawk.to chats immediately create a Customerly user while checking recent order details in Shopify.
T
C
S
When a tawk.to chat has ended, add a tag to the user in Customerly and update Shopify customer notes
Completed tawk.to conversations update Customerly user tags and append summary notes in Shopify.
T
C
S
When a tawk.to transcript is created, create a lead in Customerly and create a draft order in Shopify
Support transcripts in tawk.to trigger Customerly lead creation and set up draft orders in Shopify.

Supported triggers and actions for tawk.to and Customerly

Mix and match to build the exact automation you need

tawk.to
tawk.to Triggers & Actions
Instant
Transcript is created in tawk.to
Fires when a new conversation transcript is generated
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Instant
Chat has started in tawk.to
Triggers the automation when a new conversation is initiated
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Instant
Chat has ended in tawk.to
Triggers the automation when a chat is marked as complete
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Instant
Ticket is created in tawk.to
Triggers the automation when a new ticket is created
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No action is available
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
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Create lead in Customerly
Generates new leads for potential customers
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What can you automate with Customerly + tawk.to?

Streamline your customer support and CRM workflows by connecting live chat events directly to your customer engagement system.

What you can automate?
🎯
Capture every live chat lead automatically
Turn every new tawk.to ticket or chat session into a fully populated lead record inside Customerly the moment the conversation begins.
📋
Extract complete submitted visitor details
Map all available contact fields and pre-chat survey answers from tawk.to directly into your Customerly user profiles instead of just basic names.
🔔
Alert your team instantly on new tickets
Notify your support staff the second a high-priority customer conversation opens in tawk.to so response times stay exceptionally fast.
🔀
Route inquiries based on chat category
Perform different actions in Customerly depending on the specific topic or department selected during the tawk.to customer interaction.
🔄
Keep customer profiles updated continuously
Automatically update user records in Customerly whenever chat statuses change or new conversation transcripts become available in tawk.to.
🏷️
Tag users accurately after every conversation
Apply specific tags to Customerly users based on the support tags and outcomes recorded at the end of each tawk.to chat session.
⏱️
Handle later status changes and closures
Trigger automated CRM updates and follow-ups when a tawk.to chat session officially ends or a support ticket is marked resolved.
🔗
Extend chat workflows to Slack and Google Sheets
Send chat notifications to Slack channels and log interaction rows in Google Sheets while keeping your Customerly CRM updated.
And much more...

Who is Customerly + tawk.to integration for?

Customer support teams and e-commerce managers rely on this integration to eliminate manual data entry, connect live chat interactions directly to customer profiles, and speed up response times.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Operations teams
Operations teams
Sales reps
Sales reps
Customer success leads
Customer success leads
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM lead counts only update when someone manually exports chat data, so the conversion metrics you're optimising against are always outdated — automating both apps means every live chat lead lands in your CRM instantly and your campaign numbers stay current.
Customer support leads
You manage high volumes of incoming live chat tickets but find out about urgent customer issues too late because chat transcripts sit in isolation — integrating these apps means every new support ticket creates a CRM lead immediately so your team can act fast.
🤝
Account managers
You answer to clients who want clear progress reports on customer engagement, but compiling live chat histories by hand takes hours every week — with this integration, every conversation thread is automatically logged and organized for easy reporting.
🔄
Operations teams
The volume of daily customer messages is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned inquiries — automating both apps means every customer interaction is captured as a structured task or lead without manual intervention.
💼
Sales reps
You own the sales follow-up stage and depend on support staff to hand over qualified live chat leads, but details frequently get lost in translation — connecting these apps means every prospect identified in chat flows directly into your pipeline with complete history.
🗂️
Customer success leads
You need a reliable history of user engagement and keep finding frustrating gaps between your live chat tool and CRM records — automating both apps means every user tag and ticket transcript is recorded accurately in one centralized system.
Our team

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Why choose Integrately to automate tawk.to + Customerly

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

1,500+ apps connected
1,500+ apps connected
Connect tawk.to + Customerly 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
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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 tawk.to?
Frequently Asked Questions
You can connect Customerly to tawk.to in just one click using ready-made templates on Integrately, or ask Integrately AI to build the workflow for you. It takes seconds to link your accounts along with Shopify, Slack, or Google Sheets.
Can I automatically turn live chat tickets into CRM leads?
Frequently Asked Questions
Can I connect Customerly, tawk.to, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and tawk.to?
Frequently Asked Questions
How does Customerly handle lead creation from live chats?
Frequently Asked Questions
How does tawk.to trigger live conversation updates?
Frequently Asked Questions
Can I automate this integration without coding?
Frequently Asked Questions
Is the Customerly and tawk.to integration free?
Frequently Asked Questions
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