Crisp Make integrationAutomate Crisp with Make.
Can your Crisp inbox fill itself from the rest of your stack? The Crisp Make integration gives you 18 modules: 14 actions and 4 searches over conversations, messages, people profiles and websites. This guide connects your account and walks you through a first working scenario.
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What does the Crisp Make integration let you automate?
The Crisp Make integration links your Crisp account to Make, a no-code tool where you chain apps into a scenario (the automation you build). Each Crisp module is one brick of that chain: it creates a contact, posts a message in a conversation or looks up visitors, so support data moves without copy and paste.
Every signup lands in Crisp as a contact. A form or a spreadsheet row in another app starts the scenario, and Create a People Profile adds the person to your Crisp contacts. When the same person comes back with new details, Update a People Profile writes only what changed.
Order updates reach the customer inside the chat. Search for Conversation finds the thread by email or username, then Send a Message in Conversation posts the update where the customer already talks to your team.
Chat history becomes a report. List Messages in Conversation pulls the latest batch of messages from a thread and sends it to a sheet or a document, handy for a quality review.
One thing to know before you start: Crisp has no trigger module in Make. A scenario never starts on a Crisp event; it starts on another app or on a schedule. If you are still choosing a platform, the n8n vs Make comparison lays out the differences, the Make pricing page explains how operations are counted, and Make training helps if your team wants to build these flows alone.
How do you connect your Crisp account to Make?
- 01
Request a token in Crisp
In the Crisp Marketplace dashboard, open Plugins, click New Plugin, choose Private and give it a name. On the plugin page, open Tokens, then in the Production section click Ask a production token and pick the scopes your scenario needs.
- 02
Copy the two keys
Once Crisp approves the request, go back to Tokens. You need two values: the one labeled identifier and the one labeled key. Keep both at hand, Make asks for the pair.
- 03
Create the connection in Make
Add any Crisp module to your scenario and click Create a connection. A connection is your Crisp account linked to Make once, then reused by every Crisp module. Name it in Connection name if you like, paste the identifier and key, and save.
Your first scenario: turn new leads into Crisp contacts
GoalWhen a new lead shows up in another app, Make adds that person to Crisp as a people profile.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the +. Pick the app where your leads arrive, such as a form tool or a spreadsheet, and choose its module that returns new entries.
- 02
Add the Crisp module
Click the + to the right of that first module, search for Crisp and pick Create a People Profile. Select the connection you built earlier, or click Create a connection now.
- 03
Map the lead details
Fill the Crisp fields by clicking into them and picking values from the first module, so the lead details it received flow into Crisp. Each lead travels as a bundle, one item passed from one module to the next.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received. Open Crisp and check the new profile looks right before going further.
- 05
Schedule and switch it on
Open the clock on the first module (Scheduling). A new scenario checks every 15 minutes by default; keep that or change it, then switch the scenario on so new leads keep flowing into Crisp.
What can each Crisp module do in Make?
Crisp gives you 18 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Check If Website Exists
- Create a Conversation
- Create a People Profile
- Create a Website
- Delete a People Profile
- Delete a Website
- Get a Message in Conversation
- Get a Website
- Get Visitors Count
- Make an API Call
- Remove a Conversation
- Send a Message in Conversation
- Update a Message in Conversation
- Update a People Profile
- List Messages in Conversation
- List People Profiles
- List Visitors
- Search for Conversation
Check If Website Exists
ActionIn Make“Checks if given website exists (by domain).”
You get a quick yes or no on whether a Crisp website already exists for a given domain. It saves you from creating duplicates when several scenarios provision sites.
Create a Conversation
ActionIn Make“Creates a new conversation.”
Opens a brand new conversation in your Crisp inbox, so an event from another tool becomes a thread your agents can pick up and answer from their usual screen.
Create a People Profile
ActionIn Make“Adds a new people profile.”
Adds a person to your Crisp contacts, so they are already on file in Crisp before their first chat. This is the module behind the first scenario above.
Create a Website
ActionIn Make“Creates a new website.”
Sets up a new website in Crisp straight from a scenario. Useful when every client or brand you manage gets its own Crisp site and you want that setup to follow a fixed recipe.
Delete a People Profile
ActionIn Make“Removes people profile in website.”
Removes a person from the contacts of a Crisp website. It keeps your contact base in line with the list of people you are still allowed to keep.
Delete a Website
ActionIn Make“Deletes an existing website.”
Deletes a whole Crisp website. It is the mirror of Create a Website, and the module with the widest reach on this page, since a site holds your conversations and contacts.
Get a Message in Conversation
ActionIn Make“Resolves an existing message in an existing conversation.”
Fetches one specific message from a conversation you already know, so you can reuse its content further down the scenario without pulling the whole thread.
Get a Website
ActionIn Make“Resolves an existing website information.”
Returns the details Crisp stores about one of your websites. Handy when a scenario needs to read the site's information before acting on it, instead of relying on values typed by hand.
Get Visitors Count
ActionIn Make“Counts visitors currently on website.”
Gives you a single number: how many visitors are on your website right now. No list, no details, just the count, which makes it light to use in a filter.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Calls any endpoint of the Crisp API with the connection you already set up. It covers what the other Crisp modules leave out, without a separate login.
Remove a Conversation
ActionIn Make“Removes a conversation in website.”
Takes a conversation out of a Crisp website. It helps keep the inbox free of threads nobody should see anymore, such as test chats or spam.
Send a Message in Conversation
ActionIn Make“Sends a message in an existing conversation.”
Posts a message into a conversation that already exists, so the customer reads the update in the same chat window they used to contact you.
Update a Message in Conversation
ActionIn Make“Edits an existing message in an existing conversation.”
Edits a message already posted in a conversation. Rather than stacking a correction below, the original text itself changes, which keeps the thread tidy for the customer.
Update a People Profile
ActionIn Make“Updates people profile, and save only changed fields on the previous profile revision.”
Refreshes a contact in Crisp with newer information. Crisp saves only the fields that changed on top of the previous version of the profile, so the rest stays as it was.
List Messages in Conversation
SearchIn Make“Resolves messages in an existing conversation. Returns the last batch of messages if there are many messages in the conversation.”
Returns the messages of one conversation as separate bundles, ready to send to a sheet, a document or a review step.
List People Profiles
SearchIn Make“Lists people profiles for the website.”
Pulls the people profiles of a Crisp website, each one as its own bundle. That makes it the starting point for syncing your Crisp contacts toward a CRM or a mailing tool.
List Visitors
SearchIn Make“Lists visitors currently on website.”
Lists the visitors currently browsing your website, one bundle per visitor. Where Get Visitors Count gives a number, this module gives you the people behind it.
Search for Conversation
SearchIn Make“Search previous Crisp conversations using a search query (an email, username, or word”
Finds past Crisp conversations from a search query: an email, a username or a word. It is how a scenario locates the right thread before writing to it.
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