Zoho CRM + JivoChat Integration

Integrate JivoChat to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Capture every chat interaction, create or update contacts in your CRM, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • 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.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready WorkflowsReady Workflows   for Zoho CRM + JivoChat Integration

Capture chat leads, update contact details, keep records current, 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 JivoChat + Zoho CRM flow

Sync chat data to your email, messaging, scheduling, marketing, billing, and spreadsheet tools for complete visibility. Pick a combination and activate it in one click.

Zoho CRM
JivoChat
+
GmailGmail (3)
+
SlackSlack (3)
+
CalendlyCalendly (2)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (3)
J
Z
G
Send every new JivoChat offline message to your Gmail inbox, and create or update the contact in Zoho CRM.
Offline messages from JivoChat arrive in Gmail as new emails while automatically updating your contacts in Zoho CRM.
J
Z
G
When a JivoChat chat finishes, create or update the contact in Zoho CRM and send a summary email in Gmail.
Finished chats trigger contact updates in Zoho CRM and send summary emails through Gmail instantly.
J
Z
G
Use ChatGPT to summarise every JivoChat offline message, save the contact in Zoho CRM, and email the brief via Gmail.
AI summarises offline messages before updating Zoho CRM records and emailing your team via Gmail.

Supported triggers and actions for Zoho CRM and JivoChat

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
Try it →
Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →
JivoChat
JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
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Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
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Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
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No action is available

What can you automate with JivoChat + Zoho CRM?

Streamline your customer support and lead management by connecting live chat conversations directly to your CRM records.

What you can automate?
💬
Sync finished chats to Zoho CRM contacts instantly
Turn every completed live chat conversation into an updated contact or lead in Zoho CRM automatically. Eliminate manual transcription and keep your customer database accurate.
📋
Capture every submitted visitor detail and offline message
Map all available JivoChat visitor information and offline messages directly into Zoho CRM fields. Ensure no contact detail or enquiry gets left behind.
🔔
Alert your team the moment a chat concludes
Notify your support or sales team immediately in Slack or Gmail whenever a JivoChat conversation finishes or an offline message is received.
🔀
Route records based on chat content and visitor tier
Create different workflows depending on whether a JivoChat visitor submits a sales enquiry or a support ticket. Send high-priority leads straight to senior reps.
🔄
Keep CRM contact profiles continuously updated
Automatically update existing Zoho CRM records whenever a visitor's information changes during active JivoChat sessions on your website.
🛡️
Prevent duplicate records with smart matching
Search existing database entries before creating new records in Zoho CRM, ensuring clean and consolidated contact histories for returning visitors.
📅
Trigger follow-up scheduling after finished chats
Automatically generate Calendly booking links or calendar events for prospects who complete live chat conversations, ensuring rapid conversion.
📊
Extend your chat data to spreadsheet logs
Send finished JivoChat sessions and updated Zoho CRM contact details directly to Google Sheets for comprehensive team reporting and analysis.
And much more...

Who is JivoChat + Zoho CRM integration for?

Support, sales, and customer success teams rely on this integration to sync chat interactions directly into their CRM without manual data entry.

Sales managers
Sales managers
Customer support leads
Customer support leads
Client success executives
Client success executives
High-volume support teams
High-volume support teams
Account executives
Account executives
Operations directors
Operations directors
📈
Sales managers
You're tracking inbound leads from live chat discussions, but your CRM contacts only update when someone manually transcribes transcripts, so the pipeline reports you're optimising against are always outdated — with this integration, every chat contact lands in your CRM instantly and your pipeline stays current.
Customer support leads
You need to act fast on offline messages and visitor updates, but your team discovers them hours later after digging through chat logs, so response times lag behind expectations — connecting these apps means every offline message creates or updates a CRM record immediately so your support team can respond without delay.
📊
Client success executives
You answer to stakeholders who want to see comprehensive engagement histories, but your conversation logs remain trapped inside your chat widget, so proving support progress requires tedious manual lookups — automating both apps means every interaction is logged directly in your CRM and stakeholder reports write themselves.
🔄
High-volume support teams
The chat volume is too high for anyone to keep contact databases updated by hand, leading to missing records and duplicate profiles across your systems — with this integration, contact creation and updates happen automatically in the background for every single conversation.
🤝
Account executives
You own the sales follow-up and depend on upstream chat agents to hand over prospect details, but vital visitor notes get lost in transit, leaving you guessing during discovery calls — this integration means every chat detail flows straight into your CRM leads so you pick up conversations with full context.
🗂️
Operations directors
You need a reliable history of customer interactions and keep finding gaps where chat sessions were never recorded in your CRM, breaking your data integrity — automating both apps means your customer records remain complete and gap-free from the first chat onwards.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Zoho CRM + JivoChat

Build and manage your Zoho CRM + 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 Zoho CRM + 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 JivoChat to Zoho CRM?
Frequently Asked Questions
You can connect JivoChat to Zoho CRM instantly using ready-made workflows or ask Integrately AI to build the automation and map the fields. It takes just one click to activate your integration alongside Gmail, Slack, and 1,500+ other apps.
Can I automatically create Zoho CRM contacts from finished JivoChat chats?
Frequently Asked Questions
Can I connect JivoChat, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JivoChat and Zoho CRM?
Frequently Asked Questions
How do JivoChat visitor updates sync with Zoho CRM?
Frequently Asked Questions
Can offline messages in JivoChat create Zoho CRM leads?
Frequently Asked Questions
Do I need coding skills to automate JivoChat and Zoho CRM?
Frequently Asked Questions
Is the JivoChat and Zoho CRM integration free?
Frequently Asked Questions
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