tawk.to + Platform.ly Integration

Integrate Platform.ly to tawk.to in one click, or tell Integrately AI how you want each contact handled. Create contacts from live chats, log transcripts, update segments, and trigger marketing follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • tawk.to
    Transcript is created in tawk.to Instant
  • tawk.to
    Chat has started in tawk.to Instant
  • tawk.to
    Chat has ended in tawk.to Instant
  • tawk.to
    Ticket is created in tawk.to Instant
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
Arrow Right
2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly

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Ready Workflows Ready Workflows for Platform.ly + tawk.to Integration

Capture live chat contacts, log transcripts, update CRM records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
tawk.to + Platform.ly Integration

Create Platform.ly contact for new tawk.to chat

Automatically creating Platform.ly contact for new tawk.to chat can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Platform.ly contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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tawk.to + Platform.ly Integration

Create Platform.ly contact for new tawk.to ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this tawk.to - Platform.ly integration. It will automatically create a Platform.ly contact for new tawk.to tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Platform.ly contacts for every tawk.to ticket is a great place to start.
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  • 1of1
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Connect more apps to your Platform.ly + tawk.to flow

Sync your live chat support and marketing automation with billing, customer data, and team chat tools. Pick a combination and activate it in one click.

tawk.to
Platform.ly
+
StripeStripe (5)
+
ShopifyShopify (5)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (5)
T
P
S
When a ticket is created in tawk.to, create a contact in Platform.ly and create a customer in Stripe.
Every tawk.to ticket creates a new contact in Platform.ly and registers a customer in Stripe instantly, keeping your sales and billing records aligned.
T
P
S
When a chat has ended in tawk.to, update the contact in Platform.ly and create an invoice in Stripe.
Update your Platform.ly contact with chat data and generate a Stripe invoice the moment a tawk.to conversation concludes.
T
P
S
When a transcript is created in tawk.to, add a note to the contact in Platform.ly and create a payment link in Stripe.
Attach chat transcripts as notes in Platform.ly and generate instant Stripe payment links for your customers.
T
P
S
When a chat has started in tawk.to, search contact in Platform.ly and create a subscription in Stripe.
Lookup existing Platform.ly contacts and set up Stripe subscriptions as soon as a tawk.to live chat begins.
T
P
S
When a ticket is created in tawk.to, add tag to the contact in Platform.ly and refund a charge in Stripe.
Tag support contacts in Platform.ly and process Stripe refunds automatically when specific tawk.to tickets are raised.

Supported triggers and actions for tawk.to and Platform.ly

Mix and match to build the exact automation you need

tawk.to
tawk.to Triggers & Actions
Instant
Transcript is created in tawk.to
Fires when a new conversation transcript is generated
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Instant
Chat has started in tawk.to
Triggers the automation when a new conversation is initiated
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Instant
Chat has ended in tawk.to
Triggers the automation when a chat is marked as complete
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Instant
Ticket is created in tawk.to
Triggers the automation when a new ticket is created
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No action is available
Platform.ly
Platform.ly Triggers & Actions
Contact is created in Platform.ly
Triggers the automation when a new contact is created
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Tag is created in Platform.ly
Triggers the automation when a tag is added
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Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
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Segment is created in Platform.ly
Triggers the automation when a segment is created
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Create Contact in Platform.ly
Adds a new contact to the database
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Update Contact in Platform.ly
Updates contact information with new details
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Add tag to a contact in Platform.ly
Adds a tag to a contact
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Search contact in Platform.ly
Finds and retrieves contact information
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Add note to contact in Platform.ly
Adds notes to a contact's profile
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Remove tag from contact in Platform.ly
Untag the contact
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Remove all tags from contact in Platform.ly
Removes all tags from a contact
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Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
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Remove segment from contact in Platform.ly
Removes a segment from a contact
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Remove all segments from contact in Platform.ly
Removes all segments from a contact
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What can you automate with Platform.ly + tawk.to?

Streamline your customer support and marketing automation by connecting live chat events directly to your CRM workflows.

What you can automate?
💬
Create Platform.ly contacts from live chats
Automatically generate a new Platform.ly contact the moment a chat has started or a ticket is created in tawk.to. Eliminate manual data entry and capture every visitor.
📝
Capture every chat transcript and field
Pull complete chat transcripts, visitor emails, and ticket details directly into Platform.ly custom fields and notes. Ensure no conversation detail is lost.
🔔
Alert your team instantly on new tickets
Notify the right support or marketing team member the second a new tawk.to ticket is created or a chat ends, ensuring rapid response times.
🔀
Route contacts based on submitted data
Trigger different Platform.ly automation paths depending on tags, custom fields, or chat topics submitted in tawk.to.
🔄
Keep Platform.ly records updated as chats progress
Update existing Platform.ly contacts whenever chat sessions end or new support transcripts are generated in tawk.to.
🔍
Search and update instead of creating duplicates
Search existing Platform.ly contacts before updating them with fresh tawk.to chat data, preventing messy duplicate profiles.
🏷️
Manage tags and segments on ticket closure
Add or remove Platform.ly tags and segments automatically when a tawk.to chat ends or a support ticket is marked resolved.
📊
Sync chat data with Google Sheets and Slack
Extend your tawk.to and Platform.ly workflow to log details in Google Sheets or alert your team in Slack for complete cross-platform visibility.
And much more...

Who is Platform.ly + tawk.to integration for?

Support and marketing teams connecting live chat interactions to CRM marketing automation to ensure customer engagement and pipeline tracking stay accurate and up to date.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
Operations managers
Operations managers
Sales development reps
Sales development reps
CRM database admins
CRM database admins
📈
Performance marketers
You're running acquisition campaigns while support handles live chats, but your CRM contacts only update when someone manually exports transcripts, so your engagement metrics are always a few hours behind — with this integration, every new chat lead lands in Platform.ly instantly and your data stays current.
Customer support leads
You need to act fast when high-value tickets arrive, but you find out too late because support logs and marketing lists live in separate silos — with this integration, every new tawk.to ticket updates Platform.ly immediately so your team can trigger instant follow-ups.
📊
Agency account managers
You answer to clients who want to see live engagement progress, but manual reporting leaves gaps in tracking customer conversations — with this integration, every tawk.to chat session syncs straight to Platform.ly for complete campaign visibility.
🔄
Operations managers
The volume of live chats is too high for anyone to keep up by hand, leading to missed contact details and unsegmented leads — with this integration, every tawk.to chat automatically populates Platform.ly contacts and tags without manual entry.
🤝
Sales development reps
You own the next sales step and depend on support to hand over qualified leads, but manual handoffs cause delays — with this integration, every tawk.to support interaction instantly updates Platform.ly so you can pick up the lead right away.
🗂️
CRM database admins
You need a reliable customer history and keep finding gaps between support chats and marketing records — with this integration, every tawk.to interaction creates and updates Platform.ly contacts automatically for an error-free audit trail.
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 tawk.to + Platform.ly

Build and manage your tawk.to + Platform.ly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect tawk.to + Platform.ly 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
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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 Platform.ly to tawk.to?
Frequently Asked Questions
You can connect Platform.ly to tawk.to in one click using ready templates or ask Integrately AI to build your integration with apps like Slack, Google Sheets, and Stripe.
How can I automatically create Platform.ly contacts from tawk.to chats?
Frequently Asked Questions
Can I connect Platform.ly, tawk.to, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Platform.ly and tawk.to?
Frequently Asked Questions
How does Platform.ly handle new contact creation from live chat?
Frequently Asked Questions
Can tawk.to trigger updates when a support ticket is created?
Frequently Asked Questions
Do I need coding skills to automate Platform.ly and tawk.to?
Frequently Asked Questions
Is the Platform.ly and tawk.to integration free?
Frequently Asked Questions
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You Can Also Connect Platform.ly or tawk.to With 1500+ Other Apps

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tawk.to Integrations arrow right
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