Crisp is integrated with Zapier so you can automate your customer workflow. Zapier helps you to connect tools without any coding skills. A great way to use all the tools you love with Crisp

Connect Zapier To Crisp

1. First you will need to go to app.crisp.chat > Plugins > search "Zapier" > Install the plugin
2. Generate a token which you will use to authenticate your Zapier connection.
   

3. Go to your Zapier connections and select "Add Connection"
4. Search for Crisp and select the app

5. In the pop-up window, paste your token you copied from step 2 and click "Yes, continue"

6. That's it, you are now connected to Zapier! You can now create Zaps with Crisp.

Create your first Zap

Crisp provides 8 Triggers:

• Message Incoming, that triggers when a visitor sends a message
• Message Sent, that triggers when an operator sends a message
• New Contact, that triggers when a new Contact is created
• New Conversation, that triggers when a new conversation is created
• Updated Contact, that triggers when a new Contact is updated
• New Segment, that triggers when a new Contact is created
• Conversation Custom Data Updated, that triggers when custom data is added or removed in a conversation
• Conversation segments updated, that triggers when a segment is added or removed in a conversation
• Conversation status change, that triggers when a conversation moved from resolved to unresolved or from unresolved to resolve

Crisp provides 7 actions:

• Create/update contact : create or update a contact in Crisp
• Add a user event : triggers an automated campaign or a chatbot scenario
• Create conversation : will create a new conversation and send a message
• Add Segments to a Conversation: Add segments to an existing conversation
• Change conversation state: Change the state of the conversation to 'resolved', 'unresolved' or 'pending'.
• Send Note Message: Send a note to a conversation.
• Send Text Message: Send a text message to a user with an existing conversation.
  
  Crisp provides 2 search:

• Search for a conversation : Search previous Crisp conversations using a search query (email, username or word)
• Search for a profile: Search for a profile in Crisp using an email address.

Zap examples using Crisp

Link Crisp with a CRM

Use the New Contact trigger and then link your Zap with a third party CRM such as Zoho CRM, Hubspot, or Pipedrive. Click the images to create a Zap with the CRMS

Notify on new Conversation

Use the New Conversation trigger and then link your Zap with SMS App.

Click on a the image below to access to a zap between Crisp & an SMS provider:

Store your messages

Use the Incoming Message trigger and then link your Zap with Dropbox or Spreadsheet.

Click on a the image below to access to a zap between Crisp & Dropbox:

Add a new user to a mailing list

Use the Conversations Segment Updated trigger to link your Zap with Crisp and Mailchimp.

Click on a the image below to access to a zap between Crisp & Mailchimp:

Updated on: 30/06/2025