CRM Integration
Live Chat CRM Integration, Into Any CRM in Real Time
Our live chat CRM integration pushes every lead and full transcript into your CRM automatically, the moment it is captured. We build to your CRM's API, so any system works, even a brand-new one, no questions asked. Your team picks up each lead with the whole conversation attached and a click-to-call ready, instead of re-typing details from a chat window.
Any CRM, even a brand-new one. Real-time sync. Full transcript, not just a name.
Live chat
Website · ProntoChat agent
Live agent
New record in your CRM
CreatedKaren Ellis
Website chat · (916) 555-0147
- Service
- Re-roof, single story
- Area
- Folsom, CA
- Stage
- Qualified lead
- Source
- Live chat
Transcript attached
"I need a quote to re-roof a single story house..."
Integrations
Works with 40+ CRMs, and any other you run
These are just the popular ones. Because we build to the API, your leads land in whatever system you use, even a niche tool or one you set up this month.
- HubSpot
- Salesforce
- GoHighLevel
- Zoho CRM
- Pipedrive
- Keap
- Monday.com
- Close
- Copper
- Insightly
- Freshsales
- Zendesk Sell
- ActiveCampaign
- Nimble
- Nutshell
- Capsule CRM
- Agile CRM
- SugarCRM
- Microsoft Dynamics 365
- Salesflare
- Less Annoying CRM
- Streak
- Pipeline CRM
- vCita
- Bitrix24
- SuiteCRM
- EngageBay
- Vtiger
- Apptivo
- Maximizer
- Sage CRM
- Creatio
- Ontraport
- Drip
- Mailchimp
- Brevo (Sendinblue)
- Constant Contact
- Method CRM
- Highrise
- Teamgate
- Kommo (amoCRM)
- Recruit CRM
- Follow Up Boss
- LionDesk
- Wise Agent
- Realvolve
- BoomTown
- Jobber
- ServiceTitan
- Housecall Pro
- Any other CRM
Don't see yours? If it has an API, we integrate with it, no questions asked.
Real-time delivery
One engine, every CRM, in real time
ProntoChat captures and qualifies the lead, then delivers it straight into whichever CRM you run. Watch a qualified lead sync out to each one, the instant it happens.
Every qualified lead syncs to your CRM in real time
Real-time delivery
ProntoChat
Qualified leadWhat it is
Your chat leads, in your pipeline, automatically
A captured lead only helps you if it reaches the place your team actually works. Too often chat lives in one tool and your pipeline in another, and someone is supposed to copy details between them, until they forget and a lead goes cold. This connects the two. Every lead we capture, with its qualifying answers and the full transcript, is structured and pushed into your CRM the moment it happens. Because we build to your CRM's API, it works with the system you already use, and your team follows up with the whole story in hand.
Every lead arrives automatically
No copying details from a chat window into your pipeline. The moment a lead is captured, the contact and the conversation are created as a record in your CRM on their own.
The full transcript, not just a name
Your team does not inherit a bare phone number. They get the entire conversation attached to the record, so they know exactly what the lead asked and what was promised.
Works with the CRM you already run
We build to your CRM's API, so leads land in the system your team already lives in. Nothing new to adopt, no exporting and importing, no second place to check.
Real-time, so follow-up is fast
Leads sync the instant they are captured, with a click-to-call ready, so your team can reach a warm lead within minutes instead of finding them in a morning batch.
How it works
How live chat CRM integration works, end to end
Five steps take a chat conversation to a finished record in your pipeline. We capture, structure it for your system, and push it in real time, so your team just follows up.
- 1 Website chat
Chat captures the lead
Here is my email, send me the details.Contact captured in the conversation.
- 2
Structured for your CRM
- Contact
- Full transcript
- Mapped to your fields
- Formatted for your CRM
- 3
Pushed in real time
Syncing SyncedReal-time push to your CRM.
- 4 HubSpot
Lands in your CRM
JMJordan M.
Website chat · New lead
- Synced in real time
- Exclusive to you
- 1
The chat captures the lead
A trained agent and AI handle the conversation, qualify the inquiry, and collect the contact details and everything the lead told us along the way.
- 2
We structure the details and transcript
The contact, the qualifying answers, and the full conversation are organized into the fields your CRM expects, so the record arrives clean instead of as a wall of text.
- 3
We push it to your CRM through its API
Because we build directly to your CRM's API, the lead flows into your exact system, whether that is a household name or a tool you set up last week.
- 4
It lands in real time
There is no nightly export or manual sync. The record appears in your pipeline the moment the lead is captured, with the transcript and a click-to-call attached.
- 5
Your team follows up with full context
Whoever picks up the lead sees the whole story and can call back while it is warm, so nobody starts a follow-up by asking the lead to repeat what they already said.
Why ProntoChat
"Do you integrate with my CRM?" Yes.
Most chat services support a short list of popular CRMs and leave everyone else exporting spreadsheets. Because we build to the API, the list is not the limit, and your leads arrive where your team already works.
Any CRM, even a brand-new one
We build to the API, so the answer to "do you integrate with my CRM?" is yes. Common platforms, niche tools, and systems that launched this month all work, no questions asked.
Real-time, not a batch dump
Leads sync the instant they are captured. Your pipeline reflects what happened in chat seconds ago, not what got exported overnight, which is what makes fast follow-up possible.
The full transcript travels with it
A name and number is not context. Every record carries the complete conversation, so your team knows the lead's situation before the first ring, not after.
No double entry, ever
Nobody on your team re-keys a lead from a chat into the CRM. The integration does it, which removes both the busywork and the typos that lose people in your pipeline.
We map it to your fields
Leads arrive structured to match how your CRM is set up, not dumped into a notes field, so your reporting, routing, and automations keep working the way you built them.
Click-to-call built in
Every synced lead can trigger an instant click-to-call back to the contact, so the integration does not just store the lead, it helps your team reach them while they are warm.
Who it's for
Built for any team that runs on a pipeline
If your follow-up lives in a CRM, this makes sure every chat lead gets there cleanly and instantly. It fits any business where leads are worked in a pipeline and a missed handoff means a missed customer.
Law firms
Intakes flow straight into your case management or CRM with the full conversation, so nothing is re-typed and no matter detail is lost.
See law firms chat →Home services
Service requests land in your pipeline in real time, with the job details attached, ready for a fast callback.
See home services chat →Healthcare & dental
New-patient inquiries sync into your system with the visit type and answers captured, so the front desk follows up prepared.
See healthcare & dental chat →Agencies & marketing
Client leads route into the CRM you report from, structured to fit your fields and automations, with no manual cleanup.
See agencies & marketing chat →Real estate & property
Buyer and renter inquiries appear in your CRM the instant they chat, with the listing and intent recorded for follow-up.
See real estate & property chat →Financial & professional
Higher-value leads sync with their qualifying answers, so the right advisor follows up with the full picture.
See financial & professional chat →Real client
"Since implementing ProntoChat, we've seen a noticeable increase in qualified leads captured and delivered directly into our CRM. Their round-the-clock availability has helped us avoid missed opportunities."
FAQ
Live chat CRM integration, answered
Which CRMs do you integrate with?
Any of them. We build directly to your CRM's API, so common platforms like HubSpot, Salesforce, and GoHighLevel work, and so do niche or brand-new systems. If it has an API, we integrate with it, no questions asked.
Is the sync really real-time?
Yes. Leads are pushed into your CRM the moment they are captured in chat, not in a nightly batch. Your pipeline reflects the conversation within seconds, which is what lets your team follow up while the lead is still warm.
Do you send the full transcript or just contact details?
The full transcript, along with the structured contact and qualifying details. Your team sees the entire conversation attached to the record, so they pick up the follow-up with complete context instead of a bare name and number.
What if I don't have a CRM yet?
You still get every lead. We can deliver leads and transcripts by email or another method you prefer, and when you adopt a CRM later, we build to its API and switch you over. You are never stuck waiting on a system to start capturing leads.
Can you map leads to my custom fields?
Yes. We structure each lead to match how your CRM is set up, mapping the details to your fields rather than dropping everything into a notes box, so your routing, reporting, and automations keep working as designed.
Does the integration support click-to-call follow-up?
Yes. A synced lead can trigger an instant click-to-call back to the contact, so the integration not only records the lead but helps your team reach them quickly, while their interest is at its peak.
How much setup is required on my side?
Very little. You give us access to your CRM, and we handle building and mapping the integration to its API. There is no integration project for your team to run, and no ongoing maintenance once it is live.
See your leads land in your CRM, live
Book a quick demo and we will show you a chat lead syncing into your own CRM in real time, with the full transcript attached.
Try it 14 days risk-free. No contract, cancel anytime.
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