ERP Next + Live Chat Integration
Integrate ERP Next to Live Chat in one click, or tell Integrately AI how you want each lead handled. Capture visitor interactions, create ERP records, update customer profiles, and alert your support team automatically.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
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
2.
- Create customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
Trusted by experts at...
Ready Workflows for ERP Next + Live Chat Integration
Capture customer enquiries, create leads in ERP Next, update customer records, and notify your support team, 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 ERP Next + Live Chat flow
Sync your chat interactions and ERP records with marketing tools, spreadsheets, and messaging channels to keep teams aligned. Pick a combination and activate it in one click.
+
Shopify (4)
Shopify (4) +
WooCommerce (4)
WooCommerce (4) +
Stripe (4)
Stripe (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) L
E
S
When a chat is started in Live Chat, create a customer in ERP Next and create a customer in Shopify
Every new Live Chat visitor instantly populates your ERP Next database and creates a customer record in Shopify, eliminating manual data entry.
L
E
S
When a visitor enters queue in Live Chat, create a lead in ERP Next and add a customer in Shopify
When visitors enter your support queue, Live Chat triggers lead creation in ERP Next and Shopify so your sales team is always prepared.
L
E
S
When a chat is ended in Live Chat, update lead in ERP Next and update customer in Shopify
Concluded chat sessions automatically update your lead records in ERP Next and customer details in Shopify for accurate post-chat tracking.
L
E
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Use Claude to summarise chat transcripts, create a lead in ERP Next, and create a customer in Shopify
Use Claude to summarise support chat transcripts before creating structured lead records in ERP Next and customer profiles in Shopify.
Supported triggers and actions for ERP Next and Live Chat
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → 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 ERP Next + Live Chat?
Streamline your customer support and lead management by connecting real-time chat events directly to your ERP records and workflows.
💬
Create ERP Next leads from Live Chat sessions
Automatically create a new lead or customer in ERP Next the moment a chat is started or ended in Live Chat. Eliminate manual data entry and ensure every visitor interaction is captured instantly.
📋
Capture every submitted chat detail and custom field
Extract all visitor details, queue notes, and conversation timestamps from Live Chat into ERP Next. Your database stores complete context for every customer interaction.
🔔
Alert your team the moment a chat event occurs
Notify support agents and sales reps instantly whenever a visitor enters the queue or starts a chat. Ensure quick response times for every incoming customer enquiry.
🔀
Route chats based on customer details or urgency
Perform different actions in ERP Next depending on the queue or chat status. Direct high-priority issues to specialized queues while logging standard chats normally.
🔄
Keep ERP Next records updated as chats evolve
Automatically update lead status, issue details, or customer notes in ERP Next when chat sessions update or end. Maintain synchronized data without manual updates.
🔍
Search and update existing records to prevent duplicates
Search for existing leads in ERP Next before creating new entries, updating current records if the customer already exists in your database.
⏱️
Manage follow-ups after chat sessions conclude
Trigger follow-up actions in ERP Next when a chat is ended or resolved. Keep your pipeline moving smoothly from initial support to final resolution.
🚀
Extend your chat workflows to Slack and other tools
Send chat notifications and ERP updates straight to Slack channels or Google Sheets. Connect your core pair with 1,500+ other apps for complete business visibility.
And much more...
Who is ERP Next + Live Chat integration for?
Support managers, sales directors, and operations leads who need real-time chat interactions connected seamlessly to their ERP system eliminate manual data entry and missed follow-ups.
Business analysts
Support team leads
Account managers
Customer success directors
Sales representatives
Operations managers
📈
Business analysts
You review support and sales metrics to forecast team performance, but manual exports leave your reports hours out of date — integrating these apps means every chat event and ERP record updates in real time so your dashboards are always accurate.
⚡
Support team leads
You need to jump on high-priority technical issues the moment customers report them, but tickets sit unseen in chat logs until it is too late — connecting these apps means every visitor queue event triggers immediate action across your systems.
📊
Account managers
You report regularly to stakeholders on customer engagement and issue resolution, but compiling chat logs by hand creates frustrating delays — automating both apps means your records stay complete and ready for stakeholder review without manual effort.
🌊
Customer success directors
The volume of incoming support chats and ERP entries is too high for anyone to keep up by hand, leading to missed customer follow-ups — with this integration, every interaction flows straight where it needs to go without human bottlenecking.
🤝
Sales representatives
You own the lead follow-up after initial customer chats, but waiting for manual handoffs from support delays your outreach — this integration means every chat session immediately populates your CRM records for instant outreach.
🗂️
Operations managers
You need a reliable, complete history of customer interactions across your business stack, but find constant gaps between your chat logs and ERP database — connecting these apps means every record matches perfectly across platforms.
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 ERP Next + Live Chat
Build and manage your ERP Next + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ERP Next + Live Chat Now 
In Just 1 Click!
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😍
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Frequently Asked Questions
How do I connect ERP Next to Live Chat?
You can connect ERP Next to Live Chat in one click using ready-made templates on Integrately. Choose your trigger and action, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create ERP Next leads from Live Chat sessions?
Can I connect ERP Next, Live Chat, and Slack?
What is a good Zapier alternative for ERP Next and Live Chat?
How does ERP Next handle documents and lead data in automations?
Can I trigger automations when a chat is started in Live Chat?
Do I need coding skills to automate ERP Next and Live Chat?
Is the ERP Next and Live Chat integration free?
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