Vtiger CRM + JivoChat Integration
Integrate JivoChat to Vtiger CRM in one click, or tell Integrately AI how you want each contact handled. Convert chat visitors into leads, update your CRM records, alert your support team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Lead is created or updated in Vtiger CRM- Contact is created/updated in Vtiger CRM
- To Do is created/updated in Vtiger CRM
- Account is created/updated in Vtiger CRM
- Ticket is created/updated in Vtiger CRM
- Opportunity is created/updated in Vtiger CRM
- Case is created/updated in Vtiger CRM
- Service is created/updated in Vtiger CRM
- Event is created/updated in Vtiger CRM
- Product is created/updated in Vtiger CRM
- Invoice is created/updated in Vtiger CRM
- Quote is created/updated in Vtiger CRM
- Sales Order is created/updated in Vtiger CRM
- PurchaseOrder is created/updated in Vtiger CRM
Visitor's information is updated in JivoChat Instant- Offline message is recieved in JivoChat Instant
- Chat is finished in JivoChat Instant
2.
- Update account in Vtiger CRM
- Search account in Vtiger CRM
- Update opportunity in Vtiger CRM
- Search opportunity in Vtiger CRM
- Update contact in Vtiger CRM
- Create contact in Vtiger CRM
- Search contact by phone in Vtiger CRM
- Create todo in Vtiger CRM
- Create account in Vtiger CRM
- Create product in Vtiger CRM
- Create opportunity in Vtiger CRM
- Search contact by email in Vtiger CRM
- Create case in Vtiger CRM
- Create service in Vtiger CRM
- Create module record in Vtiger CRM
- Create event in Vtiger CRM
- Create ticket in Vtiger CRM
Trusted by experts at...
Ready Workflows for Vtiger CRM + JivoChat Integration
Capture chat leads, create CRM contacts, keep records updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 JivoChat + Vtiger CRM flow
Turn chat interactions into email sequences, spreadsheet logs, or team alerts. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
HubSpot (3)
HubSpot (3) +
WhatsApp (3)
WhatsApp (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) J
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When a JivoChat chat finishes, create a contact in Vtiger CRM and send a welcome email in Gmail.
Finished JivoChat chats automatically trigger a Vtiger CRM contact creation and send a welcome email via Gmail, keeping your pipeline moving without manual effort.
J
V
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When JivoChat visitor info updates, update the Vtiger CRM contact and email your sales manager via Gmail.
Updated JivoChat visitor details refresh your Vtiger CRM contacts and send an alert email via Gmail so managers stay informed.
J
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When an offline message is received in JivoChat, create a Vtiger CRM support ticket and notify support via Gmail.
Offline messages in JivoChat instantly generate Vtiger CRM tickets and send notification emails through Gmail so nothing gets lost.
Supported triggers and actions for Vtiger CRM and JivoChat
Mix and match to build the exact automation you need
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
Try it → Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
Try it → To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
Try it → Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
Try it → Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
Try it → Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
Try it → Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
Try it → Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
Try it → Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
Try it → Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
Try it → Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
Try it → Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
Try it → Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
Try it → PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
Try it → JivoChat Triggers & Actions
Instant
Visitor's information is updated in JivoChat
Triggers the automation when a visitor's information is updated
Try it → Instant
Offline message is recieved in JivoChat
Triggers the automation when an offline message is received
Try it → Instant
Chat is finished in JivoChat
Triggers the automation when a chat is marked as complete
Try it → What can you automate with JivoChat + Vtiger CRM?
Turn live chat conversations and offline messages into organised CRM contacts, tickets, and automated follow-ups instantly.
👤
Create Vtiger CRM contacts from finished chats
Automatically generate a new contact record in Vtiger CRM the moment a live chat session concludes in JivoChat. Eliminate manual data entry and ensure every lead is captured.
📝
Capture every submitted visitor field and chat history
Map all visitor details and conversation transcripts from JivoChat straight into Vtiger CRM fields. Keep your customer profiles rich and detailed without extra typing.
🔔
Tell your support team when an offline message arrives
Instantly create support tickets in Vtiger CRM whenever an offline message is received in JivoChat. Ensure your support agents never miss a customer query.
🔀
Route leads based on submitted chat information
Direct chat inquiries into different Vtiger CRM pipelines or opportunities depending on the specific visitor details or questions provided during the session.
🔄
Keep Vtiger CRM records updated when visitor info changes
Synchronise visitor updates automatically so that any change in JivoChat instantly refreshes the corresponding contact details in Vtiger CRM.
🔍
Search and update existing contacts without duplicates
Check for existing records in Vtiger CRM before creating new entries, ensuring your database remains clean and free of duplicate profiles.
🎫
Handle offline messages with automated support tickets
Convert offline JivoChat submissions directly into structured Vtiger CRM cases or tickets for streamlined tracking and issue resolution.
📊
Extend chat flows to Google Sheets for reporting
Automatically send finished JivoChat details and Vtiger CRM records into Google Sheets for collaborative team analysis and performance tracking.
And much more...
Who is JivoChat + Vtiger CRM integration for?
Connecting JivoChat and Vtiger CRM helps support, sales, and management teams eliminate manual data entry and keep customer records instantly updated.
Performance marketers
Support managers
Account executives
Customer success teams
Sales development reps
Operations directors
📈
Performance marketers
You're running campaigns across multiple web pages but your tracking sheet only updates when someone manually exports chat data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new chat lead lands in your CRM instantly and your data stays current.
⚡
Support managers
You need to act fast on incoming customer queries, and you find out too late when chats finish without a CRM record — with this integration, every completed chat instantly creates a Vtiger CRM contact so your team can follow up without delay.
📋
Account executives
You answer to a client or an outside party who wants to see progress on incoming prospects, but manual logging leaves gaps — with this integration, every chat interaction automatically updates your CRM pipeline to keep everyone aligned.
🚀
Customer success teams
The volume of live chats is too high for anyone to keep up by hand, leading to missed prospect details — with this integration, every visitor update flows straight into Vtiger CRM to ensure no customer slips through the cracks.
💼
Sales development reps
You own the next step and depend on someone upstream to hand it over, but chat records get lost in translation — with this integration, every finished JivoChat session creates a ready-to-work Vtiger CRM lead automatically.
🗂️
Operations directors
You need a reliable history of customer interactions and keep finding gaps in your database — with this integration, every chat and offline message populates Vtiger CRM with complete, accurate records.
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 Vtiger CRM + JivoChat
Build and manage your Vtiger CRM + JivoChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Vtiger CRM + JivoChat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect JivoChat to Vtiger CRM?
You can connect JivoChat to Vtiger CRM in 1-click using ready-made templates on Integrately. Link your accounts, select a workflow like creating contacts from finished chats, and activate it instantly or ask Integrately AI to build a custom flow.
What is the best way to sync JivoChat chat data with Vtiger CRM?
Can I connect JivoChat, Vtiger CRM, and Slack?
What is a good Zapier alternative for JivoChat and Vtiger CRM?
How are visitor updates handled between JivoChat and Vtiger CRM?
Can Vtiger CRM contacts be updated automatically from chat sessions?
Do I need coding skills to automate JivoChat and Vtiger CRM?
Is the JivoChat and Vtiger CRM integration free?
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