EspoCRM + JivoChat Integration

Integrate EspoCRM to JivoChat in one click, or tell Integrately AI how you want each contact handled. Log chats, update your CRM, create leads, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • JivoChat
    Visitor's information is updated in JivoChat Instant
  • JivoChat
    Offline message is recieved in JivoChat Instant
  • JivoChat
    Chat is finished in JivoChat Instant
Arrow Right
2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready WorkflowsReady Workflows   for EspoCRM + JivoChat Integration

Capture chats, create CRM records, update contacts, alert your team, and send follow-ups, 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 EspoCRM + JivoChat flow

Bring email, messaging, marketing, and billing tools into your chat automation stack. Pick a combination and activate it in one click.

EspoCRM
JivoChat
+
GmailGmail (3)
+
SlackSlack (3)
+
MailchimpMailchimp (2)
+
HubSpotHubSpot (2)
+
StripeStripe (1)
+
CalendlyCalendly (1)
J
E
G
When a JivoChat chat finishes, create an EspoCRM contact and send a welcome email in Gmail.
Every finished JivoChat conversation immediately creates a new contact in EspoCRM and sends a welcome message via Gmail.
J
E
G
When a JivoChat offline message is received, create an EspoCRM task and email the team in Gmail.
Offline messages in JivoChat automatically generate tasks in EspoCRM and alert support staff via Gmail.
J
E
G
When JivoChat visitor information updates, update the EspoCRM contact and email a confirmation in Gmail.
Visitor updates in JivoChat instantly refresh EspoCRM contact records and send an update notice through Gmail.

Supported triggers and actions for EspoCRM and JivoChat

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it →
Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it →
Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with EspoCRM + JivoChat?

Streamline customer communication and database management by connecting live chat events directly to your CRM workflows.

What you can automate?
💬
Create CRM contacts from finished chats
Automatically create a new contact in EspoCRM the moment a customer finishes a live chat session in JivoChat, eliminating manual copy-pasting.
📥
Capture offline message inquiries instantly
Turn every offline message received in JivoChat into a tracked task or support case in EspoCRM so no customer inquiry is ever overlooked.
🔔
Alert your team on chat completion
Notify your sales or support channels immediately when a live chat concludes, ensuring reps can follow up while interest is high.
🔀
Route leads based on chat content
Direct chat inquiries to different pipelines or departments in EspoCRM depending on the specific tags or information collected during the session.
🔄
Keep visitor records synchronized
Update existing EspoCRM contact records automatically whenever a visitor modifies their information in JivoChat during a conversation.
👥
Prevent duplicate records across systems
Search existing database entries before creating new records, ensuring your EspoCRM database remains clean and free of duplicate contacts.
📊
Log customer interaction history
Maintain comprehensive interaction logs by attaching chat transcripts and notes directly to the relevant contact or account in EspoCRM.
🔌
Extend chat workflows to external apps
Connect your EspoCRM and JivoChat flow with email marketing, team chat, or scheduling tools to build complete multi-step automations.
And much more...

Who is EspoCRM + JivoChat integration for?

Sales and support teams handling live customer interactions need instant CRM syncing to ensure every chat participant is tracked accurately without manual entry.

Support operations managers
Support operations managers
Sales representatives
Sales representatives
Client account managers
Client account managers
Customer support leads
Customer support leads
CRM administrators
CRM administrators
Customer success specialists
Customer success specialists
📈
Support operations managers
You rely on chat analytics to measure team output, but customer interaction records only update when agents manually export chat logs, so your performance metrics are always outdated — automating both apps means every finished chat updates your CRM instantly and your reports stay current.
Sales representatives
You need to engage incoming prospects while they are browsing your site, but discovering completed chat leads hours later causes you to lose deals to faster competitors — this integration means every finished JivoChat session creates an EspoCRM lead the moment it ends.
🤝
Client account managers
You answer to stakeholders who want transparent records of all customer communications, but tracking chat inquiries across disconnected systems leaves gaps in your client history — with this integration, every interaction is logged immediately in your CRM.
💬
Customer support leads
The volume of offline messages and live visitor inquiries is too high for your staff to log by hand, resulting in missed messages and frustrated customers — automating both apps means every offline message generates a tracked case without manual effort.
🔄
CRM administrators
You depend on clean data handoffs between live communication channels and your database, but manual entry introduces typos and incomplete contact records — connecting these apps means visitor details flow accurately into your CRM every time.
📋
Customer success specialists
You need a reliable customer history to resolve support issues effectively, but missing chat transcripts make it difficult to trace past conversations — this integration means every chat event updates customer profiles instantly.
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 EspoCRM + JivoChat

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

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + JivoChat 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 EspoCRM to JivoChat?
Frequently Asked Questions
You can connect EspoCRM to JivoChat in one click using pre-built workflows or ask Integrately AI to build the automation for you. It takes just minutes to set up along with tools like Gmail, Slack, and HubSpot.
Can I automatically create EspoCRM contacts when a JivoChat chat finishes?
Frequently Asked Questions
Can I connect EspoCRM, JivoChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and JivoChat?
Frequently Asked Questions
How does EspoCRM handle contact creation from live chat?
Frequently Asked Questions
Can I capture offline messages from JivoChat into EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and JivoChat?
Frequently Asked Questions
Is the EspoCRM and JivoChat integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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