Articles on: Integrations

How to Use The Zapier Integration

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



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

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

Search for Crisp

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

Paste token and Authenticate

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





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: 27/09/2024

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