Flexie CRM + Chatrace Integration

Integrate Chatrace to Flexie CRM in one click, or tell Integrately AI how you want each order handled. Create contacts and deals, update profiles, track orders, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Chatrace + Flexie CRM Integration

Capture orders, update contact profiles, log deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + Flexie CRM Integration

Create Flexie CRM contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Flexie CRM, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See more
Chatrace + Flexie CRM Integration

Create Flexie CRM contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Flexie CRM? This integration will allow you to automatically create a contact for each new order in Flexie CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
  • 1of1
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 Chatrace + Flexie CRM flow

Streamline lead capture, update CRM records, notify your team across channels, and trigger multi-step follow-ups. Pick a combination and activate it in one click.

Flexie CRM
Chatrace
+
ShopifyShopify (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
C
S
F
Create a Shopify customer for every new order in Chatrace, and create a contact in Flexie CRM.
New Chatrace orders instantly generate a customer in Shopify and a contact in Flexie CRM, eliminating manual data entry.
C
F
S
If an order is created in Chatrace, create a deal in Flexie CRM and create an order in Shopify.
Chatrace orders automatically establish deals in Flexie CRM and store orders in Shopify.
C
F
S
When a cart is abandoned in Chatrace, create a lead in Flexie CRM and create a customer in Shopify.
Recover abandoned carts by instantly creating leads in Flexie CRM and customer profiles in Shopify.
C
F
S
Use ChatGPT to analyse every Chatrace order, create a contact in Flexie CRM, and create a product in Shopify.
AI analyses incoming Chatrace orders to populate Flexie CRM contacts and set up Shopify products.

Supported triggers and actions for Flexie CRM and Chatrace

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
Try it →
Create contact in Flexie CRM
Adds a new contact to the database
Try it →
Update contact in Flexie CRM
Updates contact information with new details
Try it →
Search contact in Flexie CRM
Finds and retrieves contact information
Try it →
Create deal in Flexie CRM
Generates a new deal with
Try it →
Update deal in Flexie CRM
Updates deal information based on new criteria or changes
Try it →
Search deal in Flexie CRM
Retrieves and find a deal
Try it →
Update custom entity in Flexie CRM
Updates a custom entity with new information
Try it →
Create account in Flexie CRM
Generates a new account
Try it →
Search account in Flexie CRM
Searches for account information
Try it →
Update account in Flexie CRM
Updates account information
Try it →
Create custom entity in Flexie CRM
Creates a new marketing campaign
Try it →
Search custom entity in Flexie CRM
Searches for a custom entity
Try it →
Create lead in Flexie CRM
Generates new leads for potential customers
Try it →
Search lead in Flexie CRM
Retrieves information for a particular lead
Try it →
Update lead in Flexie CRM
Updates the lead information
Try it →
Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
Try it →
Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
Try it →
Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
Try it →
Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
Try it →
Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
Try it →
Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
Try it →
Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
Try it →
Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
Try it →
Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
Try it →
Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
Try it →
Create SMS contact in Chatrace
Adds a new sms contact
Try it →
Create tag in Chatrace
Generates a new tag
Try it →
Seach user in Chatrace
Searches for a user
Try it →
Set contact custom field in Chatrace
Sets a custom field for a contact
Try it →

What can you automate with Chatrace + Flexie CRM?

Streamline your sales and marketing operations by connecting chat automation directly to your CRM workflows.

What you can automate?
🔄
Sync chat orders to CRM contacts instantly
Turn every new order created in Chatrace into a fully populated contact or deal in Flexie CRM without manual copying.
📋
Capture every custom field and attribute
Map all submitted chat data and custom field values directly into your CRM records for complete customer profiles.
🔔
Alert your team the moment orders arrive
Notify sales agents instantly via messaging channels whenever a high-value order or cart abandonment occurs.
🔀
Route records based on submitted criteria
Apply conditional logic to direct VIP orders and standard inquiries to different pipelines and team members.
🔄
Keep destination records fully updated
Automatically update contact profiles and deal stages in Flexie CRM whenever chat attributes or order statuses change.
🔍
Search and update instead of creating duplicates
Look up existing records before adding entries to prevent duplicate profiles and maintain a clean CRM database.
💳
Handle order conclusions and cancellations
Trigger automated CRM updates when chat orders are concluded, canceled, or when cart abandonment happens.
Extend your workflow to external apps
Connect your core pair with team chat tools, spreadsheets, or email platforms to expand your automation capabilities.
And much more...

Who is Chatrace + Flexie CRM integration for?

Connect Chatrace and Flexie CRM to streamline lead management, automate order tracking, and keep sales pipelines synchronized without manual data entry.

Performance marketers
Performance marketers
Sales reps
Sales reps
Client success teams
Client success teams
Operations directors
Operations directors
Account executives
Account executives
Customer support leads
Customer support leads
📈
Performance marketers
You're running Messenger campaigns but your CRM tracking records only update when someone manually exports chat orders, so the conversion counts you're optimising against are always outdated — this integration means every new order populates your CRM instantly and your pipeline metrics stay current.
Sales reps
You need to act fast on incoming chat prospects, but customer details remain trapped in Messenger bots until someone copies them over by hand, causing delays in your outreach — with this integration, every subscriber turns into a CRM contact the moment they interact.
🤝
Client success teams
You answer to stakeholders who want to see live engagement metrics, but gathering chat activity and deal statuses requires hours of cross-tabulation every week — automating both apps means your records update continuously and client progress is always transparent.
📊
Operations directors
The volume of incoming chatbot orders is too high for your staff to keep up with manual record creation, leading to missing contact data and broken follow-up sequences — connecting these apps means every transaction and subscriber flows smoothly into your database without intervention.
🔄
Account executives
You own the closing stage and depend on upstream marketing bots to hand over complete lead details, but missing fields force you to chase information before making a pitch — with this integration, every lead arrives in your CRM with complete chat context intact.
🗂️
Customer support leads
You need a reliable customer history to resolve inquiries, but chat bot interactions and CRM deals live in separate silos with frustrating gaps in between — integrating these apps means your support staff sees a complete record of every order and customer interaction.
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 Flexie CRM + Chatrace

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

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Chatrace 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Chatrace to Flexie CRM?
Frequently Asked Questions
You can connect Chatrace to Flexie CRM in 1-click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create Flexie CRM contacts from Chatrace orders?
Frequently Asked Questions
Can I connect Chatrace, Flexie CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Flexie CRM?
Frequently Asked Questions
How are orders handled between Chatrace and Flexie CRM?
Frequently Asked Questions
Can I update custom fields in Chatrace from Flexie CRM?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Flexie CRM?
Frequently Asked Questions
Is the Chatrace and Flexie CRM 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 Chatrace or Flexie CRM With 1500+ Other Apps

Chatrace
Popular Chatrace Integrations
Connect Chatrace to messaging, social media, and marketing platforms to capture and nurture chat leads effectively.
See All
Chatrace Integrations arrow right
No popular apps found
Flexie CRM
Popular Flexie CRM Integrations
Sync Flexie CRM with billing, analytics, and project management tools to keep revenue pipelines moving across teams.