Instantly(legacy) + Live Chat Integration

Integrate Instantly(legacy) to Live Chat in one click, or tell Integrately AI how you want each chat lead handled. Capture contact details, add leads to outreach campaigns, update lead statuses, and track campaign engagement automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Instantly(legacy)
    Campaign is completed in Instantly(legacy) Instant
  • Instantly(legacy)
    Email is bounced in Instantly(legacy) Instant
  • Instantly(legacy)
    Reply is received in Instantly(legacy) Instant
  • Instantly(legacy)
    Email is sent in Instantly(legacy) 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
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2.
  • Instantly(legacy)
    Create tag in Instantly(legacy)
  • Instantly(legacy)
    Update lead status in Instantly(legacy)
  • Instantly(legacy)
    Remove tag from campaign in Instantly(legacy)
  • Instantly(legacy)
    Remove tag from contact in Instantly(legacy)
  • Instantly(legacy)
    Remove lead from campaign in Instantly(legacy)
  • Instantly(legacy)
    Add lead to campaign in Instantly(legacy)
  • Instantly(legacy)
    Add tag to campaign in Instantly(legacy)
  • Instantly(legacy)
    Add tag to account in Instantly(legacy)
  • Instantly(legacy)
    Delete tag in Instantly(legacy)

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Ready WorkflowsReady Workflows Β  for Instantly(legacy) + Live Chat Integration

Capture chat visitors, add leads to email campaigns, update lead statuses, and manage outreach, 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 Instantly(legacy) + Live Chat flow

Sync your outreach and support data with CRM records, team alerts, and follow-up schedules. Pick a combination and activate it in one click.

Instantly(legacy)
Live Chat
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HubspotHubspot (4)
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CalendlyCalendly (3)
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SlackSlack (4)
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GmailGmail (3)
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Google SheetsGoogle Sheets (4)
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AsanaAsana (3)
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Add every new Live Chat visitor to an Instantly(legacy) campaign, and create a contact in HubSpot.
New Live Chat visitors become Instantly(legacy) campaign leads and HubSpot contacts instantly, eliminating manual data entry.
L
I
H
When a visitor enters the queue in Live Chat, add them to an Instantly(legacy) campaign and log a deal in HubSpot.
Queue entries in Live Chat trigger Instantly(legacy) campaigns and log new deals in HubSpot automatically.
L
I
H
If a chat is updated in Live Chat, update lead status in Instantly(legacy) and update the contact in HubSpot.
Keep lead statuses synchronized across Instantly(legacy) and HubSpot whenever chat details change in Live Chat.
L
I
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When a chat is ended in Live Chat, add a campaign tag in Instantly(legacy) and create a follow-up task in HubSpot.
Ended chats automatically tag Instantly(legacy) campaigns and schedule follow-up tasks in HubSpot.

Supported triggers and actions for Instantly(legacy) and Live Chat

Mix and match to build the exact automation you need

Instantly(legacy)
Instantly(legacy) Triggers & Actions
Instant
Campaign is completed in Instantly(legacy)
Triggers the automation when a campaign is completed
Try it β†’
Instant
Email is bounced in Instantly(legacy)
Triggers the automation when an email bounces
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Instant
Reply is received in Instantly(legacy)
Triggers the automation when a reply is received
Try it β†’
Instant
Email is sent in Instantly(legacy)
Triggers the automation when an email is sent
Try it β†’
Create tag in Instantly(legacy)
Creates a new tag
Try it β†’
Update lead status in Instantly(legacy)
Updates the status of a lead
Try it β†’
Remove tag from campaign in Instantly(legacy)
Removes a tag from a campaign
Try it β†’
Remove tag from contact in Instantly(legacy)
Removes a tag from a contact
Try it β†’
Remove lead from campaign in Instantly(legacy)
Removes a lead from a campaign
Try it β†’
Add lead to campaign in Instantly(legacy)
Adds a lead to a campaign
Try it β†’
Add tag to campaign in Instantly(legacy)
Adds a tag to a campaign
Try it β†’
Add tag to account in Instantly(legacy)
Adds a tag to an account
Try it β†’
Delete tag in Instantly(legacy)
Deletes a tag
Try it β†’
Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
Try it β†’
Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it β†’
Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
Try it β†’
Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it β†’
No action is available

What can you automate with Instantly(legacy) + Live Chat?

Connect visitor engagement on your website directly to your cold email outreach campaigns and CRM systems.

What you can automate?
🎯
Turn live chat visitors into campaign leads
Automatically capture contact details from active chat sessions and add them straight into your Instantly(legacy) outreach campaigns without manual data entry.
πŸ“
Capture every submitted chat field
Map all custom questions, visitor notes, and contact fields from Live Chat into your connected campaign records and databases for precise targeting.
πŸ””
Alert your team instantly on new chats
Trigger instant team notifications in your messaging channels the moment a new visitor enters your chat queue or starts a conversation.
πŸ”€
Route leads based on submitted form data
Evaluate visitor criteria during chat sessions and direct high-priority leads to specific Instantly(legacy) campaigns or high-tier CRM pipelines.
πŸ”„
Keep lead statuses synchronized
Update lead stages and campaign statuses automatically across all connected platforms whenever a chat conversation is updated or concluded.
πŸ›‘οΈ
Add or update records without duplicates
Check existing database records before adding new entries to ensure contacts are updated cleanly rather than duplicated across systems.
πŸ“‹
Manage follow-up tasks on chat completion
Trigger automated follow-up tasks, meeting invites, or tracking log entries the exact moment a support chat or sales conversation ends.
πŸ”—
Extend workflows to your favorite CRM
Connect your core automation flow to HubSpot or Google Sheets to ensure all outreach data flows into your primary business systems.
And much more...

Who is Instantly(legacy) + Live Chat integration for?

Teams managing live visitor interactions and outbound cold email campaigns need synchronized lead data to prevent missed follow-ups and inaccurate metrics.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Client account managers
Client account managers
Sales development teams
Sales development teams
Operations leads
Operations leads
Customer success leads
Customer success leads
πŸ“ˆ
Performance marketers
You're running outbound campaigns and tracking visitor conversions, but your spreadsheet row counts only update when someone manually exports leads, so the conversion metrics you're reviewing are always a few hours behind β€” with this integration, every new chat lead lands in your tracking sheets instantly and your data stays current.
⚑
Customer support managers
You manage incoming visitor queues and need to transition high-intent chats into outreach sequences right away, but manual copy-pasting means warm prospects wait hours before entering your pipeline β€” with this integration, every chat session feeds your campaigns automatically and response times drop.
🀝
Client account managers
You report on lead generation progress to stakeholders weekly, but scattered conversation data makes it difficult to present a complete pipeline history without hours of assembly β€” with this integration, every interaction is logged immediately and your reporting stays accurate.
πŸ“Š
Sales development teams
You handle high volumes of inbound visitor inquiries and outbound sequences every day, but manual entry leads to missed follow-ups and duplicated contact records β€” with this integration, leads are added to campaigns the moment a chat starts and your pipeline stays organized.
βš™οΈ
Operations leads
You depend on support teams to hand over visitor details to outbound sales reps, but delayed handoffs cause leads to go cold before outreach begins β€” with this integration, data moves seamlessly between systems and handoffs happen instantly.
πŸ”
Customer success leads
You rely on maintaining a complete history of every customer touchpoint, but fragmented toolsets leave gaps in your CRM contact logs β€” with this integration, every chat event and campaign update is recorded reliably for a complete customer timeline.
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 Instantly(legacy) + Live Chat

Build and manage your Instantly(legacy) + 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 Instantly(legacy) + 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 β€” 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 Instantly(legacy) to Live Chat?
Frequently Asked Questions
You can connect Instantly(legacy) to Live Chat in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow for you with popular tools like Slack, HubSpot, and Google Sheets.
Can I automatically add live chat visitors to Instantly(legacy) campaigns?
Frequently Asked Questions
Can I connect Instantly(legacy), Live Chat, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Instantly(legacy) and Live Chat?
Frequently Asked Questions
How does Instantly(legacy) handle campaign leads in this integration?
Frequently Asked Questions
How does Live Chat trigger automated actions in other apps?
Frequently Asked Questions
Do I need coding skills to automate Instantly(legacy) and Live Chat?
Frequently Asked Questions
Is the Instantly(legacy) and Live Chat 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 β€” 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 Instantly(legacy) or Live Chat With 1500+ Other Apps

Instantly(legacy)
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