Teamwork CRM + Live Chat Integration
Integrate Live Chat to Teamwork CRM in one click, or tell Integrately AI how you want each chat handled. Convert chat visitors into pipeline records, create contacts and deals, log activity history, and trigger team alerts automatically.
Free forever.Use premium features free for 14 days.1.
Company is created in Teamwork CRM Instant- Contact is created in Teamwork CRM Instant
- Deal is created in Teamwork CRM Instant
- Deal is updated in Teamwork CRM Instant
- Deal is deleted in Teamwork CRM Instant
- Activity is created in Teamwork CRM Instant
- Activity is updated in Teamwork CRM Instant
- Activity is deleted in Teamwork CRM Instant
- Note is created in Teamwork CRM Instant
- File is created in Teamwork CRM Instant
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
2.
- Create deal in Teamwork CRM
- Search deal in Teamwork CRM
- Create contact in Teamwork CRM
- Search contact in Teamwork CRM
- Create company in Teamwork CRM
- Search company in Teamwork CRM
- Create note in Teamwork CRM
- Create activity in Teamwork CRM
- Search activity in Teamwork CRM
- Create pipeline in Teamwork CRM
- Create stage in Teamwork CRM
- Search country in Teamwork CRM
- Search user in Teamwork CRM
- Create product in Teamwork CRM
- Search product in Teamwork CRM
Trusted by experts at...
Ready Workflows for Teamwork CRM + Live Chat Integration
Capture chat visitors, create CRM contacts, update deals, log activity history, and notify your sales team, 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 + Teamwork CRM flow
Send chat logs to spreadsheets, alert your team in messaging apps, and trigger follow-up emails instantly. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) +
HubSpot (8)
HubSpot (8) +
Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) +
Stripe (8)
Stripe (8) L
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When a chat is started in Live Chat, create a contact in Teamwork CRM, and notify your sales team in Slack
New live chats immediately generate a contact in Teamwork CRM and alert your sales channel in Slack, so reps can engage visitors without delay.
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When a visitor enters the queue in Live Chat, log a note in Teamwork CRM, and alert your support channel in Slack
Waiting visitors are logged as notes in Teamwork CRM and announced in Slack so support staff can monitor active queues instantly.
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When a chat is updated in Live Chat, search for the contact in Teamwork CRM and post the update in Slack
Chat updates trigger a quick contact search in Teamwork CRM and a status notification in Slack to keep teams aligned.
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When a chat is ended in Live Chat, create a deal in Teamwork CRM and notify your revenue channel in Slack
Completed support sessions create new deals in Teamwork CRM and notify your revenue team in Slack automatically.
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If a chat visitor requests pricing in Live Chat, create a high-priority deal in Teamwork CRM and alert sales in Slack
Pricing inquiries in Live Chat trigger high-priority deals in Teamwork CRM and instant Slack alerts for quick sales response.
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When a deal is created in Teamwork CRM after a chat, log an activity and announce the win in Slack
New deals generated from chats record follow-up activities in Teamwork CRM and celebrate the milestone in Slack.
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Use Claude to summarise every ended chat in Live Chat, create a note in Teamwork CRM, and post the brief in Slack
Claude generates concise chat summaries that are saved as notes in Teamwork CRM and broadcasted to your team in Slack.
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When a chat ends in Live Chat, create a contact in Teamwork CRM, log a task in Asana, and notify your team in Slack
Ended chats establish Teamwork CRM contacts, open follow-up tasks in Asana, and notify your team in Slack.
Supported triggers and actions for Teamwork CRM and Live Chat
Mix and match to build the exact automation you need
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
Try it → Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
Try it → Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
Try it → Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
Try it → Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it → 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 → What can you automate with Live Chat + Teamwork CRM?
Streamline your customer engagement and sales pipeline by connecting Live Chat and Teamwork CRM effortlessly.
💬
Create CRM contacts from live chats
Instantly generate new contact records in Teamwork CRM the moment a chat starts in Live Chat. Eliminate manual copying and ensure every prospective buyer is captured.
📋
Capture every submitted chat field
Map custom visitor questions, emails, and notes into dedicated Teamwork CRM fields instead of basic summaries. Your CRM records become far more actionable.
🔔
Alert your team instantly on chat events
Notify sales and support channels the second a visitor enters the queue or a chat ends. Keep your entire team informed and responsive.
🔀
Route leads based on submitted criteria
Create priority deals for enterprise visitors while logging standard inquiries as normal notes. Tailor your sales pipeline dynamically.
🔄
Keep CRM pipelines updated as chats evolve
Update existing deals and contact records automatically whenever a chat conversation changes status or receives new information.
🔍
Search and update instead of duplicating
Check whether a contact already exists in Teamwork CRM before creating new entries. Maintain pristine database hygiene effortlessly.
💰
Handle post-chat deal creation and closing
Open new deals, log follow-up activities, and record closed statuses automatically when chat support sessions successfully conclude.
🔗
Extend chat flows to messaging apps
Trigger team notifications in Slack or dispatch welcome emails in Gmail immediately after a chat concludes, all driven by your core pair.
And much more...
Who is Live Chat + Teamwork CRM integration for?
Sales and support teams benefit by eliminating manual data entry, ensuring every chat interaction instantly updates pipeline records without missing a beat.
Sales directors
Support team leads
Client success managers
High-volume customer support reps
Account executives
Operations managers
📈
Sales directors
You're reviewing conversion metrics from live chat sessions but your CRM pipeline only updates when someone manually exports records, so the deal counts you're forecasting against are always hours behind — with this integration, every chat lead lands in your CRM instantly and your pipeline stays current.
⚡
Support team leads
You manage high-volume customer inquiries in chat widgets but find out about missed sales opportunities too late because notes live in separate windows — connecting these apps means every ended chat creates CRM records immediately and your team acts on hot leads right away.
🤝
Client success managers
You answer to key stakeholders who want to see prompt chat follow-ups and verified contact logs, but manual data transfers leave embarrassing gaps in your history — automating both apps means every chat interaction syncs straight to your CRM and reporting stays pristine.
🔄
High-volume customer support reps
You handle dozens of incoming chat sessions daily and struggle to keep up with manual CRM data entry between calls — automating both apps means every visitor submission populates your CRM records automatically and your workflow flows without interruption.
🎯
Account executives
You own the sales follow-up stage and depend on support agents to hand over chat leads, but slow manual notifications leave prospects waiting — with this integration, every chat session creates a CRM deal instantly so you can initiate outreach without delay.
📋
Operations managers
You need a reliable history of customer interactions across platforms, but disconnected tools keep leaving gaps in your audit logs — automating both apps means every chat and deal ties together seamlessly and your database remains completely accurate.
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 Teamwork CRM + Live Chat
Build and manage your Teamwork CRM + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Teamwork CRM + Live Chat 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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Select Automation
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Connect Accounts
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Automation is ready
Connect Teamwork CRM + Live Chat Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Live Chat to Teamwork CRM?
You can connect Live Chat to Teamwork CRM in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the workflow for you. It also integrates seamlessly with Slack, Google Sheets, and HubSpot.
Can I automatically create Teamwork CRM contacts from Live Chat sessions?
Can I connect Live Chat, Teamwork CRM, and Slack?
What is a good Zapier alternative for Live Chat and Teamwork CRM?
How does Live Chat data sync with Teamwork CRM?
How does Teamwork CRM handle incoming chat data from Live Chat?
Can I automate this workflow without any coding experience?
Is the Live Chat and Teamwork CRM integration free?
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