Live Chat + Simpro Integration
Integrate Live Chat to Simpro in one click, or tell Integrately AI how you want each chat handled. Capture visitor details, create customer records, schedule service jobs, and update your records automatically.
Free forever.Use premium features free for 14 days.1.
Chat is started in Live Chat Instant- Chat is ended in Live Chat Instant
- Chat is updated in Live Chat Instant
- Visitor enters queue in Live Chat Instant
Recurring invoice is updated in Simpro Instant- Recurring invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Invoice is created in Simpro Instant
- Contact is created in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Update lead in Simpro
- Update contact in Simpro
- Create lead in Simpro
- Get contact by ID in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for Live Chat + Simpro Integration
Capture visitor queries, create customer profiles, schedule jobs, and update records, 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 Live Chat + Simpro flow
Sync customer records with accounting platforms, alert support teams, and schedule follow-ups. Pick a combination and activate it in one click.
+
QuickBooks Online (3)
QuickBooks Online (3) +
Google Calendar (3)
Google Calendar (3) +
Twilio (3)
Twilio (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) L
S
Q
Add every Live Chat visitor as a company customer in Simpro, and create a customer in QuickBooks Online.
Live Chat visitor details instantly populate Simpro and QuickBooks Online, eliminating manual data entry across your field service and finance tools.
L
S
Q
When a chat is ended in Live Chat, update the matching Simpro contact and create an invoice in QuickBooks Online.
Completed support chats automatically update contact information in Simpro and generate corresponding invoices in QuickBooks Online.
L
S
Q
When a visitor enters queue in Live Chat, search for their company customer in Simpro and log the inquiry in QuickBooks Online.
Queued visitor chats trigger instant lookups in Simpro and record interaction data in QuickBooks Online for streamlined billing visibility.
Supported triggers and actions for Live Chat and Simpro
Mix and match to build the exact automation you need
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
Try it → Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it → Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it → Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with Live Chat + Simpro?
Streamline customer onboarding, job dispatch, and record keeping between your support and field service tools.
🚀
Create Simpro records instantly from live support chats
Turn inbound Live Chat visitors into company customers or service jobs in Simpro automatically, removing manual data transfer between your support and operations platforms.
📝
Capture complete visitor data across every chat
Map all submitted contact details and query notes from Live Chat directly into Simpro fields instead of just names and emails, building comprehensive customer profiles.
🔔
Alert your field team the moment a chat concludes
Notify service coordinators and dispatchers immediately when a chat ends or enters a queue, ensuring fast handoffs for technical issues.
🔀
Route service jobs based on chat query types
Create specific service jobs or quotes in Simpro depending on the technical problem or category identified during the Live Chat conversation.
🔄
Keep customer records synchronized in real time
Update existing individual customers and company profiles in Simpro whenever corresponding details change or get updated during ongoing chats.
🔍
Prevent duplicate records during customer interactions
Search for existing customers in Simpro before creating new records, ensuring chat histories attach to the correct established account.
⚙️
Manage job updates and invoicing milestones
Trigger automated follow-ups and record adjustments in Simpro whenever project statuses, quotes, or recurring invoices change.
🔗
Extend your chat workflows to Slack or Gmail
Connect your Live Chat and Simpro setup with Slack or email tools to notify teams, send client confirmations, and coordinate multi-step operations.
And much more...
Who is Live Chat + Simpro integration for?
Field service businesses and support teams connecting Live Chat to Simpro streamline customer onboarding, job scheduling, and data management without manual entry.
Operations managers
Support supervisors
Account managers
Customer service teams
Field service technicians
Service coordinators
📊
Operations managers
You're tracking customer inquiries in Live Chat while service operations run in Simpro, but reporting depends on manual data exports so your performance metrics are always a few hours behind — this integration means every new chat updates your operational records instantly and your data stays current.
⚡
Support supervisors
You handle technical issues in Live Chat but critical service jobs in Simpro get delayed because field teams find out too late, leaving customers waiting — connecting these apps means urgent chats instantly create Simpro jobs so your team responds without delay.
📋
Account managers
You respond to client queries in Live Chat while tracking service delivery in Simpro, but keeping stakeholders updated requires constant cross-referencing — with this integration, every support interaction links directly to the right job record so you always have accurate progress to share.
💬
Customer service teams
You process high volumes of inbound chats every day, but manually creating Simpro customer records and jobs leads to missed details and burnout — automating both apps means every interaction flows straight into your field management system without manual data entry.
🔧
Field service technicians
You depend on support reps to hand over technical problems from Live Chat before you can schedule service visits in Simpro, causing bottlenecks in your daily dispatch — this integration means every qualifying chat triggers a Simpro job handover instantly.
📁
Service coordinators
You maintain complete customer histories in Simpro, but chat logs from Live Chat frequently get lost or stored separately, leaving gaps in your records — automating both apps means every conversation context attaches securely to the right customer file.
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 Live Chat + Simpro
Build and manage your Live Chat + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Live Chat + Simpro 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Live Chat + Simpro Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Live Chat to Simpro?
Connecting Live Chat to Simpro takes just one click with Integrately. You can use ready-made automation templates or ask Integrately AI to build custom workflows linking Live Chat, Simpro, and tools like Slack or Gmail.
Can I create Simpro customer records automatically from Live Chat visits?
Can I connect Live Chat, Simpro, and Slack?
What is a good Zapier alternative for Live Chat and Simpro?
How are visitor details from Live Chat handled in Simpro?
Can I update Simpro job details from chat events?
Do I need coding skills to automate Live Chat and Simpro?
Is the Live Chat and Simpro integration free?
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.
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