Act! 365 + JivoChat Integration

Integrate Act! 365 to JivoChat in one click, or tell Integrately AI how you want each contact handled. Capture visitor messages, create contacts in your CRM, update your records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • 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.
  • Act! 365
    Create contact in Act! 365

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Ready Workflows Ready Workflows for Act! 365 + JivoChat Integration

Capture offline messages, create new CRM contacts, keep records updated, and trigger follow-ups, all in just one click.

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Connect more apps to your Act! 365 + JivoChat flow

Route offline chats into customer records, alert sales teams on messaging platforms, and sync contact updates across your entire stack. Pick a combination and activate it in one click.

Act! 365
JivoChat
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
SlackSlack (3)
J
A
S
When an offline message is received in JivoChat, create a contact in Act! 365 and add a lead in Salesforce.
Every JivoChat offline message instantly populates Act! 365 and Salesforce with new contact details without manual entry.
J
A
S
When a chat is finished in JivoChat, create an Act! 365 contact and update the matching Salesforce account.
Completed JivoChat sessions automatically update Act! 365 and keep your Salesforce account records completely current.
J
A
S
If visitor information is updated in JivoChat, create an Act! 365 contact and log a task in Salesforce.
JivoChat visitor updates immediately generate Act! 365 contacts and open follow-up tasks in Salesforce.
J
A
S
Use Claude to summarise every finished JivoChat session, create an Act! 365 contact, and log a note in Salesforce.
Claude generates structured summaries of JivoChat transcripts before updating Act! 365 and Salesforce records.

Supported triggers and actions for Act! 365 and JivoChat

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
JivoChat
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 →
No action is available

What can you automate with Act! 365 + JivoChat?

Streamline customer communication by turning live chats and offline visitor messages into organized CRM contacts and automated workflows.

What you can automate?
💬
Turn JivoChat offline messages into CRM contacts
Automatically create a contact in Act! 365 whenever an offline message is received in JivoChat, eliminating manual data entry for website inquiries.
📥
Capture every visitor detail from finished chats
Extract visitor names, emails, and conversation notes from completed JivoChat sessions to populate complete Act! 365 contact records.
🔔
Notify your team instantly on messaging channels
Send automated team alerts whenever new chat interactions or offline visitor messages arrive, ensuring fast response times.
🔀
Route leads based on submitted visitor information
Trigger different follow-up actions depending on the specific tier or department selected during live chat interactions.
🔄
Keep customer records updated as profiles change
Synchronize JivoChat visitor profile updates directly to your Act! 365 database so your CRM information remains accurate.
🛡️
Prevent duplicate records with smart matching
Search existing Act! 365 contacts before creating new entries, ensuring your database stays clean and free of redundant profiles.
📊
Log completed chat sessions and support history
Record conversation summaries and interaction timelines in your CRM the moment a live chat session finishes.
🔌
Extend your chat workflows to Slack or HubSpot
Connect JivoChat and Act! 365 with third-party tools like Slack to notify sales teams and trigger downstream multi-app pipelines.
And much more...

Who is Act! 365 + JivoChat integration for?

Support agents, sales reps, and business owners managing live web chats need this integration to eliminate manual contact entry and keep CRM records instantly updated.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Sales representatives
Sales representatives
Operations managers
Operations managers
CRM administrators
CRM administrators
📈
Performance marketers
You're running web campaigns driving traffic to live chat widgets, but your tracking records only update when someone manually exports visitor chats, so the lead counts you're optimising against are always a few hours behind — with this integration, every new chat lead populates your CRM instantly and your data stays current.
Customer support leads
You manage incoming offline messages from website visitors, but your support team finds out about inquiries hours too late because tickets require manual copying from chat logs — automating both apps means every offline message creates a CRM contact immediately and your team responds without delay.
🤝
Account managers
You answer to clients who want immediate visibility into incoming prospect conversations, but your reporting spreadsheets lack recent chat details until end-of-week reviews — this integration means every finished conversation logs directly into your customer database so stakeholders see progress in real time.
📋
Sales representatives
The volume of live website visitors is too high for anyone to keep up by hand, leaving valuable prospect details trapped in chat transcripts instead of your CRM — connecting these apps means every visitor interaction automatically generates a contact record so you never miss a follow-up.
🔄
Operations managers
You own the next step in onboarding prospects and depend on support staff to hand over visitor details from live chats, but manual handoffs frequently cause dropped leads — this automation means every chat conclusion populates your management platform instantly and handoffs happen without friction.
🗂️
CRM administrators
You need a reliable customer history in your database, but manual data entry leaves frustrating gaps and duplicate contact entries across your tools — connecting these apps means every visitor update and offline message logs cleanly into your CRM with zero manual effort.
Our team

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Why choose Integrately to automate Act! 365 + JivoChat

Build and manage your Act! 365 + 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 Act! 365 + 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
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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 Act! 365 to JivoChat?
Frequently Asked Questions
You can connect Act! 365 to JivoChat in 1 click using Integrately, linking your live chat and CRM alongside tools like Slack, HubSpot, and Salesforce with the help of Integrately AI.
Can I automatically create Act! 365 contacts from JivoChat offline messages?
Frequently Asked Questions
Can I connect Act! 365, JivoChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and JivoChat?
Frequently Asked Questions
How does Act! 365 handle new contact creation from live chats?
Frequently Asked Questions
Can JivoChat visitor updates sync to Act! 365 automatically?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and JivoChat?
Frequently Asked Questions
Is the Act! 365 and JivoChat integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or JivoChat With 1500+ Other Apps

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