How to Connect Crisp with Segment.com

Crisp provides a Segment.com integration, that is included in all our Unlimited plan. The Segment integration lets you sync all your data from third-party sources to Crisp using Segment. Meaning Crisp is a destination.

Segment integration is available from the Crisp Unlimited plan

Connect to your Crisp Dashboard

Go to Segment Destinations, search for Crisp and create the Crisp destination
Go to app.crisp.chat
Find your website ID and paste it to Segment
Go to the plugins section in Crisp
Search the plugin “Segment”
Click “Connect to Segment” to auto-configure Crisp with segment
Crisp should be then able to receive data to Segment

Creating a contact on Crisp using Segment

To create a contact on Crisp using segment you need to use the Identify method. Here is an example:

analytics.identify('userId123', {
  name: 'John Doe',
  email: 'john.doe@segment.com',
  phone: '012346789',
  avatar: 'https://pbs.twimg.com/profile_images/834424630630817795/TfyS4uXb_400x400.jpg'
});

When you call identify, the name, email, avatar, and phone traits included in the call will be set to the current user in Crisp.

You can then see your contact using the Contact section on Crisp



Note that the email Trait is mandatory to create a Crisp contact.

Tracking events on a Crisp contact using segment

To track events on a Crisp contact you need to use the Track method from the Segment SDK. An example call would look like:

analytics.track('Completed Purchase', {
  revenue: 42.99,
  shippingMethod: '2-day',
  category: 'Conversion'
});

This method is very similar to Event method from the Crisp JS SDK (https://help.crisp.chat/en/article/how-can-i-push-user-events-pxu9vm/)

How to identify conversations

The segment integration identifies contacts & events, however as conversations are located on the Frontend the only way to identify conversations is by using this snippet:

analytics.on("identify", function(event, properties, options) {
  if (properties.email) {
    $crisp.push(["set", "user:email", properties.email]);
  }

  if (properties.name) {
    $crisp.push(["set", "user:nickname", properties.name]);
  }
});

Updated on: 21/02/2023