PerfexCRM + JivoChat Integration
Integrate JivoChat to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture visitor details, create leads in PerfexCRM, notify your sales team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Visitor's information is updated in JivoChat Instant- Offline message is recieved in JivoChat Instant
- Chat is finished in JivoChat Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
Trusted by experts at...
Ready Workflows for PerfexCRM + JivoChat Integration
Capture visitor chats, create leads in PerfexCRM, log offline messages, 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 JivoChat + PerfexCRM flow
Send chat leads to your CRM, notify your team on messaging channels, and log customer records across your stack. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Gmail (5)
Gmail (5) +
Stripe (4)
Stripe (4) +
Trello (4)
Trello (4) +
Google Drive (4)
Google Drive (4) +
WhatsApp (4)
WhatsApp (4) J
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Create a PerfexCRM lead from every finished JivoChat chat, and notify your sales channel in Slack.
Finished JivoChat live chats instantly become new PerfexCRM leads while your Slack sales channel gets an alert, so reps can pick up conversations without delay.
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Log offline JivoChat messages as PerfexCRM leads, and alert your support channel in Slack.
Offline messages received in JivoChat automatically create PerfexCRM leads and notify your team in Slack, keeping support and sales aligned.
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When JivoChat visitor information is updated, update the customer in PerfexCRM and post the change in Slack.
Visitor profile updates in JivoChat sync directly to PerfexCRM customer records while notifying your team in Slack.
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Create a PerfexCRM task for every finished JivoChat chat, and confirm the assignment in Slack.
Turn finished JivoChat conversations into actionable PerfexCRM tasks and announce them in Slack for rapid execution.
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If an offline JivoChat message mentions billing, create a PerfexCRM ticket and alert your finance channel in Slack.
Route offline billing enquiries from JivoChat into PerfexCRM support tickets and notify your finance team on Slack.
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Use Claude to summarise finished JivoChat chats, create a PerfexCRM lead, and post the brief in Slack.
Claude generates a concise summary of every finished JivoChat chat before creating a PerfexCRM lead and briefing your team in Slack.
Supported triggers and actions for PerfexCRM and JivoChat
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
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 JivoChat + PerfexCRM?
Streamline your customer communications and CRM workflows with powerful automated triggers and actions.
💬
Convert finished chats into CRM leads automatically
Turn every completed live chat conversation in JivoChat into a brand new lead in PerfexCRM the moment the chat ends. Eliminate manual copying and engage prospects faster.
📋
Capture every submitted visitor field
Map visitor names, email addresses, phone numbers, and custom chat fields directly into PerfexCRM fields instead of basic summaries. Keep your customer records rich and detailed.
🔔
Alert your team instantly on incoming chats
Notify agents and sales reps the second an offline message arrives or a visitor updates their profile. Ensure zero delays in customer response times.
🔀
Route leads based on submitted criteria
Send high-value chat enquiries to priority pipelines while routine support questions generate standard support tickets in PerfexCRM based on visitor input.
🔄
Keep customer profiles up to date
Automatically update existing customer records in PerfexCRM whenever a visitor revises their contact information during a JivoChat conversation.
🔍
Search and update instead of creating duplicates
Check existing PerfexCRM customer lists before creating new entries, updating existing contact files when returning visitors start a new chat.
🎫
Handle support tickets and offline messages
Convert offline customer messages received outside business hours into structured support tickets in PerfexCRM for systematic follow-up.
🌐
Extend your workflow to messaging and team apps
Connect your JivoChat and PerfexCRM flow with Slack, Gmail, or Google Drive to notify teams, send emails, and archive conversation records.
And much more...
Who is JivoChat + PerfexCRM integration for?
Connecting JivoChat and PerfexCRM eliminates manual data entry between customer chats and CRM records, helping sales and support teams act on enquiries immediately.
Sales directors and managers
Live chat support agents
Client account managers
High-volume customer service teams
CRM administrators
Operations leads
📈
Sales directors and managers
You rely on chat conversion metrics to evaluate team performance, but your CRM lead counts only update when someone manually exports chats, so your pipeline reports are always outdated — with this integration, every finished chat creates a lead instantly and your reporting stays accurate.
⚡
Live chat support agents
You need to convert website visitors into active client files right away, but manual handoffs mean enquiries sit in your chat inbox for hours before reaching your CRM — automations both apps means every offline message and finished chat lands in your CRM immediately.
🤝
Client account managers
You report on ongoing client communications and need a complete history of support requests, but missing chat logs leave gaps in your client files — connecting these apps means every conversation and support ticket is recorded accurately.
📊
High-volume customer service teams
You handle hundreds of live chat interactions daily and cannot keep up with manual record creation, leading to lost prospect data — automating both apps means every visitor interaction is logged as a lead or ticket without manual effort.
🔄
CRM administrators
You depend on sales reps to hand over chat enquiries for pipeline tracking, but important contact details get dropped during manual entry — integrating these apps means visitor details flow straight into clean customer records.
📋
Operations leads
You audit customer onboarding records and keep finding discrepancies between live chat archives and your CRM database — this integration means every interaction is systematically recorded across both systems.
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 PerfexCRM + JivoChat
Build and manage your PerfexCRM + JivoChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + 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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Automation is ready
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Frequently Asked Questions
How do I connect JivoChat to PerfexCRM?
You can connect JivoChat to PerfexCRM instantly using ready-made workflows or by asking Integrately AI to build your automation. Simply choose your trigger event, connect your accounts, and sync data across apps like Slack, Gmail, and Stripe with 1-click setup.
Can I automatically create PerfexCRM leads from finished JivoChat live chats?
Can I connect JivoChat, PerfexCRM, and Slack?
What is a good Zapier alternative for JivoChat and PerfexCRM?
How are offline JivoChat messages handled in PerfexCRM?
Can I update existing PerfexCRM customer records when JivoChat visitor info changes?
Do I need coding skills to automate JivoChat and PerfexCRM?
Is the JivoChat and PerfexCRM integration free?
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