Chatbot + Clientjoy Integration

Integrate Chatbot to Clientjoy in one click, or tell Integrately AI how you want each lead handled. Capture inbound bot messages, create new leads, update your CRM records, and trigger instant follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatbot
    Message is received in Chatbot Instant
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
Arrow Right
2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for Chatbot + Clientjoy Integration

Capture messages, create leads, organise customer profiles, and update your CRM records, all in just one click.

Most popular automationsmost-popular-automations
Chatbot + Clientjoy Integration

Create Clientjoy contact for new Chatbot response

Automatically creating Clientjoy contact for new Chatbot response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Clientjoy contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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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 Chatbot + Clientjoy flow

Send instant confirmation emails, alert your team on Slack, and log every interaction across your favorite tools. Pick a combination and activate it in one click.

Chatbot
Clientjoy
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GmailGmail (4)
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CalendlyCalendly (4)
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StripeStripe (4)
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SlackSlack (4)
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MailchimpMailchimp (4)
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Google SheetsGoogle Sheets (4)
C
C
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Create a Clientjoy lead from every Chatbot message, and send a confirmation email in Gmail
New Chatbot messages instantly create a lead in Clientjoy and send a confirmation email via Gmail, eliminating manual data entry.
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C
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When a Clientjoy lead is created from a Chatbot message, notify your sales team via Gmail
Alert your sales team in Gmail whenever Chatbot captures a new enquiry and creates a Clientjoy lead.
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C
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Create a Clientjoy customer from Chatbot enquiries and send onboarding details in Gmail
Convert Chatbot interactions into Clientjoy customers and automatically dispatch onboarding documents via Gmail.
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Generate a Clientjoy proposal from Chatbot conversations and email it via Gmail
Send bespoke proposals via Gmail immediately after generating them in Clientjoy from a Chatbot conversation.

Supported triggers and actions for Chatbot and Clientjoy

Mix and match to build the exact automation you need

Chatbot
Chatbot Triggers & Actions
Instant
Message is received in Chatbot
Triggers the automation when a new message is received
Try it →
No action is available
Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
Try it →
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it →
Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Try it →
Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it →
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
Try it →
Create lead in Clientjoy
Generates new leads for potential customers
Try it →
Create customer in Clientjoy
Adds a new customer to the database
Try it →
Create Invoice in Clientjoy
Generates invoices for sales transactions
Try it →
Create proposal in Clientjoy
Generates a new proposal
Try it →

What can you automate with Chatbot + Clientjoy?

Streamline your agency operations by connecting intelligent chatbot interactions directly to your client lifecycle management system.

What you can automate?
🤖
Convert inbound chatbot messages into CRM leads instantly
Capture every visitor interaction from Chatbot and automatically create a new lead in Clientjoy the moment it arrives. Eliminate manual copying and start your sales follow-ups without delay.
📋
Capture every submitted chat field in your CRM records
Map all available form answers and conversation details from Chatbot into specific Clientjoy lead fields. Your CRM database becomes a comprehensive source for review and targeted follow-up.
🔔
Alert your team the second a new prospect engages
Notify your sales channel or account managers immediately when Chatbot creates a new Clientjoy lead. Ensure prompt responses and higher conversion rates across your entire team.
🔀
Route leads based on submitted conversation answers
Create different workflows or priority lead statuses in Clientjoy depending on the specific tier or requirements submitted through Chatbot.
🔄
Keep your client records updated as interactions evolve
Ensure customer profiles and ongoing project requirements stay perfectly synchronised between your chat logs and Clientjoy database.
👥
Create customers or update profiles without duplicates
Automatically establish new customer records or update existing Clientjoy profiles when returning visitors interact with your Chatbot.
💳
Handle invoices and financial documents automatically
Generate Clientjoy invoices or proposals immediately after qualifying inbound prospects through automated Chatbot conversations.
📊
Extend your workflow to tracking spreadsheets or email tools
Push Chatbot leads into Clientjoy and automatically log backup rows in Google Sheets or add subscribers to Mailchimp lists.
And much more...

Who is Chatbot + Clientjoy integration for?

Agencies and support teams connecting automated chat workflows to CRM pipelines eliminate manual data entry and accelerate client onboarding.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Finance directors
Finance directors
📈
Performance marketers
You're running inbound chat campaigns across multiple channels but your CRM tracking row only updates when someone manually exports leads, so the pipeline counts you're reviewing against are always a few hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Sales representatives
You need to follow up with inbound prospects immediately, but chat enquiries sit unassigned until someone checks the bot dashboard manually — this integration means every interaction becomes an active lead instantly so you can close deals faster.
🤝
Agency account managers
You answer to clients who want to see prompt responses and clear proposal delivery, but manual handoffs cause frustrating delays — automating both apps means proposals and invoices are generated the moment a chat inquiry arrives.
💬
Customer support leads
The volume of inbound bot messages is too high for anyone to keep up by hand, leading to missed customer queries and frustrated clients — connecting these apps means every submission is captured and processed without manual strain.
🔄
Operations managers
You own the client onboarding stage and depend on someone upstream to hand over chat leads, but details frequently get lost in transit — this integration means every contact flows seamlessly into your CRM without missing a field.
📊
Finance directors
You need a reliable history of billable interactions and keep finding gaps where chat enquiries failed to generate invoices — automating this process means every transaction and customer profile is recorded accurately.
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 Chatbot + Clientjoy

Build and manage your Chatbot + Clientjoy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatbot + Clientjoy 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatbot to Clientjoy?
Frequently Asked Questions
You can connect Chatbot to Clientjoy in 1 click using ready templates or ask Integrately AI to build the automation. It takes minutes to link your accounts along with Gmail, Slack, and Google Sheets.
Can I automatically create Clientjoy leads from Chatbot messages?
Frequently Asked Questions
Can I connect Chatbot, Clientjoy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatbot and Clientjoy?
Frequently Asked Questions
How does Chatbot pass visitor data to Clientjoy?
Frequently Asked Questions
Can Clientjoy trigger actions in other connected apps?
Frequently Asked Questions
Do I need coding skills to automate Chatbot and Clientjoy?
Frequently Asked Questions
Is the Chatbot and Clientjoy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Chatbot or Clientjoy With 1500+ Other Apps

Chatbot
Popular Chatbot Integrations
Connect Chatbot to messaging platforms, form builders, and live chat tools to capture and route enquiries effectively.
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Clientjoy
Popular Clientjoy Integrations
Sync Clientjoy with accounting, project management, and reporting tools to keep client data working across your stack.
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Clientjoy Integrations arrow right
No popular apps found