Integrate LiveChat with Customerly

Send information between LiveChat and Customerly automatically, without writing any code, using Zoho Flow.

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Create a lead in Customerly for new chat sessions in LiveChat

Instantly capture new lead data in real-time. This flow will generate a new lead in Customerly for new live chat session initiated in LiveChat.

How it works
  1. The flow triggers when a new chat is created in LiveChat.
  2. Zoho Flow creates or updates a lead in Customerly.
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Create a lead in Customerly for new chat sessions in LiveChat

LiveChat + Customerly

Build your own integrations between LiveChat and Customerly

Connect LiveChat and Customerly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiveChat and Customerly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Chat created

Triggers when a new chat is created

Chat ended

Triggers when a chat is ended

Visitor queued

Triggers when a visitor is queued

All Actions - Actions are the automated tasks

Resume chat

Restarts an archived chat

Close chat

Closes an existing chat

Create or update user

Creates or updates a user

Send message

Sends a message to the specified email address

Create or update lead

Creates or updates a lead

Fetch lead

Fetches the details of an existing lead by email address

Fetch user

Fetches the details of an existing user by email address

What is LiveChat?

LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.

Customer Support

What is Customerly?

Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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