Formstack Forms + Live Chat Integration

Integrate Formstack Forms to Live Chat in one click, or tell Integrately AI how you want each submission handled. Capture visitor chats, create form submissions, update your customer records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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.
  • Formstack Forms
    Create submission for a form in Formstack Forms

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Ready WorkflowsReady Workflows   for Formstack Forms + Live Chat Integration

Start form submissions from visitor chats, log entries, route details, and trigger 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 Formstack Forms + Live Chat flow

Sync chat data to your CRM, alert your support team, and trigger email campaigns once submissions are created. Pick a combination and activate it in one click.

Formstack Forms
Live Chat
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
ZendeskZendesk (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
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When a chat starts in Live Chat, create a Formstack Forms submission and add a new contact in Salesforce
Every visitor chat triggers a Formstack Forms submission and immediately creates a contact in Salesforce, eliminating manual data entry.
L
F
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When a chat ends in Live Chat, create a Formstack Forms submission and update the lead record in Salesforce
Keep Salesforce updated with final chat details by turning ended visitor sessions into Formstack Forms submissions automatically.
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F
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If a visitor enters the queue in Live Chat, create a Formstack Forms submission and log a task in Salesforce
Pre-emptively capture queuing visitors by generating Formstack Forms submissions and scheduling follow-up tasks in Salesforce.
L
F
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When a chat is updated in Live Chat, create a Formstack Forms submission and log an activity in Salesforce
Track ongoing visitor conversations by automatically syncing updated chat details into Formstack Forms and Salesforce.

Supported triggers and actions for Formstack Forms and Live Chat

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Try it →
Form is added in Formstack Forms
Triggers the automation when a new form is added
Try it →
Create submission for a form in Formstack Forms
Generates a new form submission
Try it →
Live Chat
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
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 Formstack Forms + Live Chat?

Streamline your data collection by turning visitor chats into structured submissions, updating records, and synchronising your entire workflow.

What you can automate?
💬
Turn visitor live chats into form submissions
Automatically generate a Formstack Forms submission the moment a chat starts in Live Chat. Capture visitor details without manual data entry.
📋
Capture every submitted conversation field
Map all collected chat details and form responses directly into your target records. Ensure no valuable visitor information gets left behind.
🔔
Notify your team instantly on chat start
Send immediate alerts to your staff when new visitor conversations begin. Keep response times fast and coordinated.
🔀
Route actions based on submitted data
Direct your form submissions and notifications down different paths depending on the visitor's input and chat category.
🔄
Keep records updated as chats evolve
Synchronize ongoing chat updates and final conversation outcomes with your existing Formstack Forms submissions automatically.
🛡️
Prevent duplicates with smart record matching
Check existing database records before creating new submissions or contacts. Maintain a clean, deduplicated database effortlessly.
🏁
Manage status changes when chats end
Trigger final record updates and close out workflows automatically the moment a visitor chat session finishes.
🔌
Extend flows to Slack and team apps
Connect your core Formstack Forms and Live Chat automation to Slack to alert team members and coordinate follow-up tasks.
And much more...

Who is Formstack Forms + Live Chat integration for?

Teams managing visitor engagement and data capture use this integration to eliminate manual entry, sync customer records instantly, and streamline cross-department workflows.

Data analysts and managers
Data analysts and managers
Customer support leads
Customer support leads
Client success managers
Client success managers
High-volume sales teams
High-volume sales teams
Operations coordinators
Operations coordinators
Compliance and audit teams
Compliance and audit teams
📊
Data analysts and managers
You're reviewing form submission reports to track chat conversions, but your dashboards only update when someone exports logs by hand, so the metrics you present are always outdated — with this integration, every chat-driven submission populates your reports instantly and your data stays accurate.
Customer support leads
You need to act fast on visitor enquiries as chats begin, but agents miss critical form data locked in separate logs, so follow-ups happen hours too late — automating both apps means every chat triggers a form submission immediately so your team can respond without delay.
🤝
Client success managers
You answer to stakeholders who want live visibility into lead generation progress, but manual tracking leaves blind spots in your updates, so reviews get derailed — automating both apps means every visitor interaction is logged as a submission right away and your records remain spotless.
📈
High-volume sales teams
The volume of incoming visitor chats is too high for anyone to keep up by hand, leading to missed leads and lost revenue opportunities — with this integration, every chat automatically generates a form submission so nothing slips through the cracks.
🔄
Operations coordinators
You own the onboarding step and depend on chat agents to hand over visitor details, but manual handoffs cause frustrating delays, so setup stalls — this integration means every chat event instantly creates the required submission to keep work moving forward.
🗂️
Compliance and audit teams
You need a reliable history of all customer interactions and keep finding gaps in fragmented chat records, making audits painful — automating both apps means every session is captured cleanly as a form submission for complete audit trails.
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 Formstack Forms + Live Chat

Build and manage your Formstack Forms + 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 Formstack Forms + 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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in $19.99

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Frequently Asked Questions

How do I connect Formstack Forms to Live Chat?
Frequently Asked Questions
You can connect Formstack Forms to Live Chat in 1-click using ready workflows on Integrately. Link your accounts, select a template, and start automating your data capture alongside tools like Salesforce, Slack, and Google Sheets. You can also use Integrately AI to configure custom workflows instantly.
Can I automatically create form submissions from visitor chats in Live Chat?
Frequently Asked Questions
Can I connect Formstack Forms, Live Chat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Live Chat?
Frequently Asked Questions
How does Formstack Forms handle submission data in this integration?
Frequently Asked Questions
How does Live Chat trigger workflows when a chat starts?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Live Chat?
Frequently Asked Questions
Is the Formstack Forms 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?

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