How to integrate Salesforce to your apps: 10 most-used Salesforce integrations
Improve business efficiency and optimize workflows with top Salesforce integrations. Enhance operations and boost productivity seamlessly.
JivoChat + Salesforce Integration
Integrate JivoChat to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture live chat details, update your CRM records, alert 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
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
- Get records by ID in Salesforce
- Create record in Salesforce
- Search record using query in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
Trusted by experts at...
Ready Workflows for JivoChat + Salesforce Integration
Capture live chat messages, create contacts, update records, 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 + Salesforce flow
Extend your CRM data into messaging, marketing, and support channels once chats finish. Pick a combination and activate it in one click.
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Hubspot (3)
Hubspot (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Google Calendar (3)
Google Calendar (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) J
S
H
Create a Salesforce contact and a HubSpot contact from every finished JivoChat chat, and sync all customer details.
Finished JivoChat chats instantly create contacts in both Salesforce and HubSpot without manual entry.
J
S
H
When an offline message is received in JivoChat, create a Salesforce lead and log a new task in HubSpot.
Offline messages from JivoChat create a Salesforce lead and a HubSpot task instantly.
J
S
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When visitor information is updated in JivoChat, update the Salesforce record and update the HubSpot contact.
Visitor profile updates in JivoChat automatically sync across Salesforce and HubSpot.
Supported triggers and actions for JivoChat and Salesforce
Mix and match to build the exact automation you need
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 → Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with JivoChat + Salesforce?
Turn live chats and offline messages into actionable CRM records automatically.
💬
Create Salesforce leads from finished chats
Capture every finished JivoChat chat and create a corresponding lead or contact in Salesforce automatically. Eliminate manual data entry and ensure no prospect falls through the cracks.
📝
Map every chat field to your CRM
Extract visitor names, emails, and chat transcripts from JivoChat and map them directly into custom Salesforce record fields. Keep your database rich with context.
🔔
Alert your team instantly
Trigger immediate notifications or tasks in your CRM whenever a new offline message arrives in JivoChat. Give your sales reps the details they need to respond quickly.
🔀
Route leads based on visitor input
Examine visitor details from JivoChat and create specialized leads or opportunities in Salesforce depending on the conversation outcome or tier.
🔄
Keep Salesforce data synchronized
Update existing Salesforce contacts and records automatically whenever visitor information changes in JivoChat. Maintain clean and accurate customer histories.
🔍
Prevent duplicate CRM entries
Search for existing records in Salesforce before creating new ones, updating records when a returning visitor starts a new JivoChat session.
📋
Track offline message statuses
Monitor offline messages received in JivoChat and update corresponding Salesforce cases or tasks as customer inquiries move toward resolution.
⚡
Connect your chat flow to Slack
Extend your JivoChat and Salesforce automation by instantly posting chat summaries to Slack channels for team visibility and immediate follow-up.
And much more...
Who is JivoChat + Salesforce integration for?
Connecting customer live chats directly to your CRM makes it easy for sales, support, and marketing teams to track leads and close deals without manual data entry.
Sales operations managers
Inside sales reps
Client success managers
High-volume support teams
Account executives
Compliance officers
📈
Sales operations managers
You report on lead generation and conversion metrics, but your CRM numbers are always stale because reps manually log chat transcripts hours later — automating both apps means every finished JivoChat chat updates Salesforce instantly and your reporting stays accurate.
⚡
Inside sales reps
You need to act fast on incoming visitor inquiries, and you find out too late when offline messages sit unread in your inbox — this integration means every offline message creates a Salesforce lead immediately so you can follow up first.
🤝
Client success managers
You answer to a client or an outside party who wants to see progress on support chats, but tracking conversations across disconnected tools causes delays — connecting these apps means every resolved chat updates Salesforce records so stakeholders see real-time updates.
📈
High-volume support teams
The chat volume is too high for anyone to keep up by hand, leading to missed visitor inquiries and unrecorded customer interactions — automating both apps means chat data flows directly into Salesforce tasks and leads without manual effort.
💼
Account executives
You own the next sales step and depend on upstream support to hand over qualified leads, but manual handoffs cause lost context — this integration means chat transcripts and contact details land in Salesforce the moment a conversation ends.
🗂️
Compliance officers
You need a reliable history of all customer touchpoints and keep finding gaps in your CRM audit trail from missed chat logs — automating both apps means every completed chat creates a complete Salesforce record with zero missing data.
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 JivoChat + Salesforce
Build and manage your JivoChat + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect JivoChat + Salesforce 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 JivoChat + Salesforce Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect JivoChat to Salesforce?
You can connect JivoChat to Salesforce in 1-click using ready templates or ask Integrately AI to build the automation. It links JivoChat, Salesforce, and tools like Hubspot, Slack, and Gmail instantly.
Can I automatically create Salesforce leads from finished JivoChat chats?
Can I connect JivoChat, Salesforce, and Slack?
What is a good Zapier alternative for JivoChat and Salesforce?
How are offline messages from JivoChat handled in Salesforce?
Can visitor information updates in JivoChat sync with Salesforce records?
Do I need coding skills to automate JivoChat and Salesforce?
Is the JivoChat and Salesforce integration free?
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