Capsule CRM + JivoChat Integration

Integrate Capsule CRM to JivoChat in one click, or tell Integrately AI how you want each contact handled. Capture visitor details, create or update persons, add notes, and log interactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM

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Ready Workflows Ready Workflows for Capsule CRM + JivoChat Integration

Capture visitor chats, create persons, log offline messages, update contact information, and organise your pipeline, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Capsule CRM + JivoChat flow

Send new contact notifications to your team, log customer details in spreadsheets, and trigger automated follow-up emails instantly. Pick a combination and activate it in one click.

Capsule CRM
JivoChat
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GmailGmail (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
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CalendlyCalendly (4)
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StripeStripe (4)
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Google SheetsGoogle Sheets (4)
J
C
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Create a Capsule CRM person when a JivoChat chat finishes, and send an email in Gmail
New JivoChat finished chats create a Capsule CRM person immediately and trigger an email in Gmail, keeping your communication centralised.
J
C
G
Log an offline message from JivoChat as a Capsule CRM task, and send a notification email in Gmail
Offline messages in JivoChat generate a Capsule CRM task and a notification email in Gmail so your support team responds promptly.
J
C
G
Update a Capsule CRM person when visitor information changes in JivoChat, and send a summary in Gmail
Visitor updates in JivoChat refresh your Capsule CRM contact records and send an update email in Gmail automatically.
J
C
C
G
Use ChatGPT to summarise finished JivoChat chats, create a Capsule CRM note, and email the brief via Gmail
ChatGPT generates a concise summary of every finished JivoChat conversation, saves it as a Capsule CRM note, and emails it via Gmail.

Supported triggers and actions for Capsule CRM and JivoChat

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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 Capsule CRM + JivoChat?

Streamline your customer communications by connecting live chat interactions directly to your sales CRM without lifting a finger.

What you can automate?
💬
Sync finished JivoChat conversations to Capsule CRM automatically
Turn every completed website chat into a new person record in Capsule CRM the moment the conversation ends. Eliminate manual data entry and ensure every lead is captured immediately.
📋
Capture every submitted chat field in your CRM records
Map visitor names, email addresses, phone numbers, and custom chat fields directly into separate Capsule CRM fields. Keep your contact database rich and detailed for sales outreach.
🔔
Alert your team the second an offline message arrives
Trigger instant Capsule CRM tasks and team notifications whenever an offline message is received in JivoChat. Respond to after-hours inquiries faster than your competitors.
🔀
Route chat leads based on submitted visitor information
Create different Capsule CRM opportunities or assign tasks based on specific answers and data provided during the JivoChat conversation. Direct high-value prospects to senior reps instantly.
🔄
Keep your CRM contact profiles updated in real-time
Automatically update existing Capsule CRM records whenever a visitor's information changes in JivoChat. Maintain accurate contact details across your entire sales pipeline.
🔍
Search and update existing records to prevent duplicates
Check if a contact already exists in Capsule CRM before creating a new person record from a JivoChat conversation. Keep your database clean and free of duplicate entries.
📝
Log complete chat transcripts as structured notes
Add conversation summaries and detailed interaction notes directly to the right entity in Capsule CRM. Give your sales team full context before every customer call.
📊
Extend your chat workflow to Slack or Google Sheets
Connect your Capsule CRM and JivoChat flow with Slack or Google Sheets to notify teams in real-time or maintain backup spreadsheets of every chat lead.
And much more...

Who is Capsule CRM + JivoChat integration for?

Sales teams and customer support staff handling high volumes of live chats need instant contact syncing to ensure no customer inquiry or lead is ever missed.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Client account managers
Client account managers
High-volume sales reps
High-volume sales reps
Downstream sales closers
Downstream sales closers
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple live chat channels but your reporting sheet only updates when someone manually exports chats, so the lead counts you're optimising against are always a few hours behind — with this integration, every new chat visitor lands in Capsule CRM instantly and your data stays current.
Customer support leads
You need to act fast on offline messages and inquiries, but they sit in JivoChat until someone checks manually, leaving customers waiting too long — automating both apps means every offline message creates a Capsule CRM task instantly so your team can follow up right away.
🤝
Client account managers
You answer to clients who want to see progress on every new chat lead, but piecing together interaction histories takes hours of manual searching — this integration means every finished chat logs directly into Capsule CRM, giving you an accurate and up-to-date client activity record.
📞
High-volume sales reps
The volume of incoming website chats is too high for anyone to keep up by hand, leading to missed opportunities and uncontacted leads — connecting these apps means every visitor interaction is captured and logged as a Capsule CRM person without manual data entry.
🔄
Downstream sales closers
You own the closing step and depend on upstream support staff to hand over chat leads, but details often get lost in transit — with this integration, JivoChat visitor updates automatically create Capsule CRM opportunities so you never miss a handover.
🗂️
Operations directors
You need a reliable history of all customer communications, but manual logging leaves frustrating gaps in your tracking systems — automating these apps means every JivoChat conversation and offline message is recorded permanently in Capsule CRM.
Our team

Ready Workflows 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 Capsule CRM + JivoChat

Build and manage your Capsule 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 Capsule 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 Capsule CRM to JivoChat?
Frequently Asked Questions
You can connect Capsule CRM to JivoChat using 1-click automations on Integrately. Link your accounts, select a template or ask Integrately AI to build your workflow, and start syncing chats with apps like Slack and Google Sheets.
Can I automatically create Capsule CRM contacts from finished JivoChat conversations?
Frequently Asked Questions
Can I connect Capsule CRM, JivoChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and JivoChat?
Frequently Asked Questions
How does Capsule CRM handle visitor contact data coming from JivoChat?
Frequently Asked Questions
Can JivoChat offline messages create tasks in Capsule CRM?
Frequently Asked Questions
Do I need coding skills to automate Capsule CRM and JivoChat?
Frequently Asked Questions
Is the Capsule CRM and JivoChat integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or JivoChat With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
Connect Capsule CRM to CRMs, project management tools, and billing platforms to streamline your sales operations.
JivoChat
Popular JivoChat Integrations
Sync JivoChat with customer support helpdesks, messaging platforms, and analytics tools to enhance communication.
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JivoChat Integrations arrow right
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