Chat Now Integrates with ActiveCampaign

Kelsey Johnson
2022-09-27 Chat now integrates with ActiveCampaign a sophisticated email marketing, marketing automation, and CRM tool that helps companies manage and automate client communications. New, prospective clients — who come in via your website, SMS text message, or Facebook Messenger — can now be sent to your ActiveCampaign CRM, where you can increase conversions by automating follow-ups and creating a series of friendly touch points.

Want to keep your systems in sync? Get set up now! Instructions: How to Connect Your ActiveCampaign Account to Chat

How the and ActiveCampaign Integration Works

With this integration, Chat creates or updates leads in your ActiveCampaign account after every chat conversation. We will:

  • Create a new contact with name, email address, and phone number (if phone is collected)
  • Add chat transcript to the new contact
  • If the conversation was with an existing contact, we’ll search for them by email and add the transcript to the contact as a note.

New contact records created after the chat will look something like this:

How Can I Use this Integration?

Although the concept of tracking chat transcripts in your CRM is simple, there are endless ways you can use it to nurture leads and create a better experience for your customers. Here are a few ideas to get you started:

Send a follow-up email drip campaign to pre-qualified leads from your website's live chat agents can engage and qualify new website leads based on your custom criteria. With this integration, contact information and chat transcripts from every lead will automatically be added under contacts in your ActiveCampaign CRM. Once there, you can send each lead an email drip campaign, keeping you at the top of their mind when they go to make a purchase.

Turn Facebook campaigns into booked leads with everything they need for a consultation

Running a Facebook ad campaign? Direct leads to contact you via Facebook Messenger where’s friendly agents can respond, answer questions, qualify new leads, and set up consultations. These leads will appear as new contacts in your ActiveCampaign account where you can send automatic follow up emails with more information on what to expect from the consultation. Your leads will be better prepared and more likely to attend the consultation.

Fully automate lead capture with AI chatbot and marketing automation

Are you using our free AI chatbot instead of live chat? Set up your AI chatbot to ask screening questions, then give qualified leads a link to your ActiveCampaign form. This form can ask for any additional information you need (location, case number, services, etc.) and then trigger an automated email follow-up and a notification for your team to follow-up by phone. will add the chat transcript (including qualification questions) to your contact, so when you reach back out you’ll have all the information at your fingertips. 

Please note: CRM integration is an add-on feature and will incur an extra fee. Live Chat accounts include the first CRM integration for free. View current pricing for this and all other add-on services.

Kelsey Johnson

Kelsey Johnson is the former marketing manager at She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

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