Click To Engage connects with your CRM, email platform, website builder, and analytics tools so conversations and lead data flow into your existing workflow without extra steps.
When a visitor fills in a lead capture form or an agent closes a chat, contact details and conversation summaries can be pushed automatically to your CRM. No copy-and-paste, no missed leads.
New leads captured through chat or calling are created as contacts or opportunities in your CRM automatically. Works with popular CRM platforms via native integration or Zapier/webhook.
Chat transcripts and call summaries are attached to CRM records so your sales team has full context before following up. No need to re-read a long email thread.
Pull existing customer records into Click To Engage so agents can see CRM data alongside the live conversation — without switching tabs.
Receive email alerts when new leads arrive, when conversations are missed, or when the AI hands off to a human. Configure which events trigger notifications per agent or team.
Get a summary of conversation volume, new leads, and team performance delivered to your inbox each morning or week — without logging into the dashboard.
Send event data to any external system using webhooks. Trigger automations in your own tools whenever a lead is captured, a conversation starts, or an agent is assigned.
Install the Click To Engage plugin from the WordPress plugin directory and connect your account in minutes.
Add Click To Engage to your Shopify store via the Shopify app. Works on all themes without code editing.
Paste the widget code into your site's custom code section. Available in both platforms' settings panel.
Deploy Click To Engage through GTM without touching your website's codebase. Ideal for larger or agency-managed sites.
Fire custom events to GA4 when a chat starts, a lead is captured, or a call is made. Track engagement as conversions alongside your other website goals.
Send events to your Meta Pixel when visitors engage with your chat or calling tools. Use engagement as a signal for retargeting audiences.
Use the Click To Engage API or Zapier integration to connect with analytics tools, data warehouses, or custom dashboards your team has built.
Talk to our team about connecting Click To Engage with the tools your business relies on. We add new integrations regularly.
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