Flexie CRM + Live Chat Integration

Integrate Flexie CRM to Live Chat in one click, or tell Integrately AI how you want each contact handled. Capture chats, create contacts, update lead records, and alert your support team automatically.

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
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat is updated in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat 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

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Ready WorkflowsReady Workflows   for Flexie CRM + Live Chat Integration

Capture chats, create or update contacts, search deals, and sync customer details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Flexie CRM + Live Chat flow

Send chat logs to your favorite productivity tools, customer success platforms, and messaging channels as soon as interactions happen. Pick a combination and activate it in one click.

Flexie CRM
Live Chat
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
L
S
F
When a chat is started in Live Chat, create a customer in Shopify and add a contact in Flexie CRM.
Every Live Chat visitor immediately registers as a Shopify customer and a Flexie CRM contact without manual data entry.
L
S
F
When a chat is ended in Live Chat, update the customer in Shopify and update the contact in Flexie CRM.
Completed support conversations automatically update your Shopify customer records and Flexie CRM profiles.
L
S
F
Use Claude to summarise every ended Live Chat conversation, update Shopify notes, and create a lead in Flexie CRM.
Claude turns chat transcripts into concise summaries that update Shopify and create structured leads in Flexie CRM.

Supported triggers and actions for Flexie CRM and Live Chat

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
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
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Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
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Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
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Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it →
No action is available

What can you automate with Flexie CRM + Live Chat?

Streamline your customer support and sales pipeline by connecting live conversations directly to your CRM workflows.

What you can automate?
💬
Sync Live Chat conversations into Flexie CRM contacts
Turn every incoming chat visitor into a structured contact record in Flexie CRM automatically without manual data entry.
📝
Capture every submitted field and chat detail
Map custom visitor form answers and chat notes directly into corresponding Flexie CRM contact and deal fields.
🔔
Alert your team the moment a chat starts
Notify your support or sales channel instantly when a visitor enters the queue or starts a new conversation.
🔀
Route leads based on submitted chat criteria
Create different lead priorities or assign specific follow-up tasks depending on what the visitor discusses.
🔄
Keep CRM contact details up to date
Refresh existing contact records in Flexie CRM whenever ongoing chat interactions are updated or concluded.
🔍
Search and update existing customer records
Look up existing contacts in Flexie CRM before creating new entries to prevent duplicate profiles.
🏁
Handle completed or ended support chats
Trigger final updates, status changes, and follow-up tasks the moment a chat session ends.
🔗
Extend chat data to messaging and productivity apps
Push chat summaries and contact details into Slack or other preferred business tools as part of a multi-step workflow.
And much more...

Who is Flexie CRM + Live Chat integration for?

Support teams, sales professionals, and operations managers eliminate manual data entry, keep CRM records accurate, and accelerate response times across every customer conversation.

Analytics Managers
Analytics Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Sales Operations Specialists
Sales Operations Specialists
CRM Administrators
CRM Administrators
📈
Analytics Managers
You review support and sales metrics to report on pipeline health, but your conversion reports are missing chat insights because leads are logged manually — with this integration, every chat interaction updates your CRM data instantly and your reports stay current.
Sales Representatives
You need to follow up with high-intent prospects immediately, but chat logs sit in a separate support tool until someone copies them over — this integration means every new chat lead lands in your CRM instantly and your response time drops.
📋
Account Managers
You report on client engagement to stakeholders who expect real-time updates, but manual syncing leaves gaps in your activity history — automating both apps means every conversation is logged accurately and your progress tracking is always up to date.
💬
Customer Support Leads
You manage high visitor volumes where agents cannot afford to pause and create manual CRM records after every session — automating both apps means contact creation and updates happen in the background without slowing your team down.
🔄
Sales Operations Specialists
You depend on support agents to hand over qualified leads smoothly, but manual handoffs frequently result in missed contact details — with this integration, lead data flows seamlessly between chat and CRM without manual intervention.
🗂️
CRM Administrators
You maintain clean database records and rely on complete customer histories, but manual entry introduces duplicates and typos — connecting these apps means every contact record is created and updated consistently.
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 + Live Chat

Build and manage your Flexie CRM + Live Chat 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 + Live Chat 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
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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 Flexie CRM to Live Chat?
Frequently Asked Questions
You can connect Flexie CRM to Live Chat in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the workflow for you. It takes just minutes to link your accounts along with Slack, HubSpot, and other tools.
Can I automatically create Flexie CRM contacts from Live Chat conversations?
Frequently Asked Questions
Can I connect Flexie CRM, Live Chat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Live Chat?
Frequently Asked Questions
How does Flexie CRM handle incoming contact data from chat tools?
Frequently Asked Questions
Can I trigger actions based on chat events in Live Chat?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Live Chat?
Frequently Asked Questions
Is the Flexie CRM and Live Chat integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Flexie CRM or Live Chat With 1500+ Other Apps

Flexie CRM
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Live Chat
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Sync Live Chat with customer support systems, messaging channels, and helpdesk tools to resolve technical issues faster.
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Live Chat Integrations arrow right
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