

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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Ready 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.
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.


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Gmail (3)
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Slack (3)
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Mailchimp (2)
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HubSpot (2)
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Stripe (1)
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Calendly (1)
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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.
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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.
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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 Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → 
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 → What can you automate with EspoCRM + JivoChat?
Streamline customer communication and database management by connecting live chat events directly to your CRM workflows.
💬
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
Sales representatives
Client account managers
Customer support leads
CRM administrators
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.

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
Connect EspoCRM + JivoChat 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect EspoCRM to JivoChat?
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?
Can I connect EspoCRM, JivoChat, and Slack?
What is a good Zapier alternative for EspoCRM and JivoChat?
How does EspoCRM handle contact creation from live chat?
Can I capture offline messages from JivoChat into EspoCRM?
Do I need coding skills to automate EspoCRM and JivoChat?
Is the EspoCRM and JivoChat integration free?
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