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 900+ 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

Close chat

Closes an existing chat

Resume chat

Restarts an archived chat

Send message

Sends a message to the specified email address

Create or update user

Creates or updates a user

Create or update lead

Creates or updates a lead

Fetch user

Fetches the details of an existing user by email address

Fetch lead

Fetches the details of an existing lead 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.

CRM Customer Support

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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After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.

Yaniv David

Ecommerce Business Operations Manager, Amazos

Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.

Sanjay Batra

CEO, QPayPro

Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.

Hugo Garcia

CEO, SHARC Energy

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