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Crisp Zapier integrationAutomate Crisp with Zapier.

The Crisp Zapier integration gives you 8 triggers, 8 actions and 2 searches. Below: what each one does, what it costs on your plan, how to link your workspace and the traps to know before your support inbox starts running on its own.

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Overview

What the Crisp Zapier integration does for a support team

Crisp gathers your customer conversations (live chat, email, Messenger, Twitter, SMS) in one inbox. Linking it to Zapier lets other tools react the second a conversation starts or a contact changes, and lets them write back into Crisp: notes, replies, segments, events.

Here is the strongest argument first: every one of the 8 Crisp triggers is instant. Crisp tells Zapier the moment something happens, so even on the free plan nothing waits for a 15-minute check. That changes what you can build.

Three outcomes come up again and again. Conversations sorted before anyone reads them: New Conversation starts the Zap, Add Segments to Conversation tags it with the segment your team sorts by. Context where agents work: Send Note Message drops a note message inside the thread, right where the agent will read it. Campaigns driven by what happens elsewhere: Add a User Event fires an automated Crisp campaign from a signal in another tool.

What Zapier does not do here: there is no action to delete a conversation or a contact, the searches only look things up by query or email, and nothing that happened before you switched the Zap on is replayed. If you are still choosing a platform, the Crisp Make integration covers the same inbox from Make, and n8n vs Zapier puts the two side by side.

Vocabulary

Zapier words, in plain English

Seven terms carry the whole page. A quick read and you are set.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier waits for it to happen.
Action
What the Zap does once started: the step that writes, sends or moves something in an app on your behalf.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan allowance counts those and nothing else.
Instant vs polling
An instant trigger is pushed by the app the moment the event happens. A polling one is checked by Zapier on a timer instead.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up something already stored in an app, so the steps after it can use what it found.
Cost

What a Crisp Zap really costs

Crisp is not a premium app on Zapier, so it runs from the free plan. You pay in tasks, and only for actions that work.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, two-step Zaps only
  • Crisp triggersAll 8 instant, whatever the plan
  • Failed actionNot counted

The trigger never costs a task. Each action that succeeds counts as one; one that fails is not counted. A Zap with three actions uses three times what a one-action Zap uses. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. A second action, a filter or a search turns it into a multi-step Zap, which needs a paid plan. The interval grid below applies to polling triggers only; Crisp's triggers are all instant, so it does not slow them down.

Connect

Connect Crisp to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page and click + Add connection. A connection is your Crisp account linked once, then reused by every Zap that uses Crisp from then on.

  2. 02

    Find Crisp

    Type Crisp in the dialog's search box, select it, then click Add connection. You need a Crisp account already in place, since Zapier only links an existing one.

  3. 03

    Sign in and grant access

    Log in to Crisp in the tab that opens and grant Zapier access. If the Zap will touch a workspace you do not own, check first that your user can read or write there.

First Zap

Your first Zap: tag and annotate every new conversation

GoalWhen a conversation opens in Crisp, add a segment to it and leave a private note for the agent who picks it up.

  1. 01

    Pick the starting event

    Create a Zap, choose Crisp and the New Conversation event, then select the connection you added. This trigger is instant, so the editor marks it with a lightning bolt.

  2. 02

    Test on real data

    Run the trigger test. Zapier brings back the three most recent conversations of your account, so you map fields on a real one.

  3. 03

    Add the segment

    Add Add Segments to Conversation, fill Conversation ID with the conversation identifier you spot in the trigger test data (if it is not there, put Search for Conversation in front) and type the segment your team uses for new threads.

  4. 04

    Leave the note

    Add Send Note Message with the same Conversation ID and a short line telling the agent what to check first before replying.

  5. 05

    Test and publish

    Test both actions and check the thread in Crisp, then Publish. Two actions make it a multi-step Zap, which needs a paid plan.

Triggers

Crisp triggers on Zapier

8 events start a Zap when something happens in Crisp, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Edited Contact

Instant trigger

In Zapier“Triggers when a contact is edited.”

Fires whenever a contact profile in Crisp is changed. It lets other tools catch the fresh version of a person instead of a stale copy.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a SaaS support team that wants its CRM to pick up a corrected email as soon as an agent fixes it in Crisp.
Watch out
pairing it with Create/Update Contact on the same profiles makes the Zap set itself off again.
2

Message Sent

Instant trigger

In Zapier“Triggers when an operator sends a message”

This one reacts to your side of the chat: it starts the Zap each time an operator sends a message to a customer.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
logging every agent reply into a QA tracker so a team lead can review tone and answers.
Watch out
Send Operator Text Message from another Zap counts as an operator message and fires this too.
3

Message Incoming

Instant trigger

In Zapier“Triggers when a visitor sends a message.”

The customer-side counterpart: the Zap starts every time a visitor writes to you. It is one of the triggers Zapier puts forward for Crisp.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an online shop that wants each customer message pushed to the on-call agent's phone outside office hours.
Watch out
it fires on every message, not once per conversation, so a chatty thread burns tasks fast.
4

New Contact

Instant trigger

In Zapier“Triggers when a new contact is created.”

Goes off when a new contact is created in Crisp, which makes it the natural start of any onboarding flow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
adding each new Crisp contact to your newsletter tool so the welcome email goes out right away.
Watch out
contacts that your own Zaps create through Create/Update Contact land here too.
5

New Conversation

Instant trigger

In Zapier“Triggers when a new conversation is created.”

Starts the Zap when a brand new conversation opens. This is the natural entry point for routing and triage.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
creating a ticket in your project tool for every new conversation so nothing slips through the shared inbox.
Watch out
Create Conversation in another Zap opens threads that fire this trigger as well.
6

Conversation Custom Data Updated

Instant trigger

In Zapier“Triggers when custom data is added or removed in a conversation.”

Crisp lets you attach custom data to a conversation. This trigger fires whenever a piece of it is added or removed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a subscription business that stores the plan of the customer in conversation data and wants billing warned when it changes.
Watch out
removing data starts the Zap too, not only adding it.
7

Conversation Segments Updated

Instant trigger

In Zapier“Triggers when a segment is added or removed in a conversation.”

Reacts when a segment is added to or removed from a conversation. This is how a segment set by hand becomes the start of an automation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when an agent tags a thread as a bug, send it to the product team's backlog.
Watch out
Add Segments to Conversation in another Zap fires this one, which is an easy loop to build.
8

Conversation Status Change

Instant trigger

In Zapier“Triggers when a conversation is (un)resolved.”

Fires when a conversation is resolved, or reopened. It marks the end, or the unexpected return, of a support case.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
sending a satisfaction survey from your survey tool once a thread is marked resolved.
Watch out
it fires both ways; add a filter if only resolved conversations matter to you.
Actions

Crisp actions on Zapier

Crisp gives you 8 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Segments to Conversation

Action

In Zapier“Add segments to a conversation”

Tags a conversation with one or more segments, so it is sorted without anyone opening Crisp.

When to use it
marking every chat from your key accounts so senior agents take it.
Watch out
Conversation ID and segments are both required, and it sets off Conversation Segments Updated.
2

Create/Update Contact

Action

In Zapier“Creates/Update a contact”

Adds a person to Crisp, or refreshes their profile if it exists. Email and name are both required.

When to use it
new customers from your billing tool should appear in Crisp before they first write in.
Watch out
it can set off New Contact or Edited Contact Zaps you already run.
3

Create Conversation

Action

In Zapier“Creates a conversation”

Opens a new thread in Crisp with a first message. It needs the user email, user name, who the message is from, and the message itself.

When to use it
a contact form on your site should open a Crisp conversation, not a lonely email.
Watch out
it triggers any Zap built on New Conversation.
4

Add a User Event

Action

In Zapier“Triggers an automated campaign”

Records an event on a person in Crisp, which is what launches an automated campaign there. Email and event name are required.

When to use it
a trial that ends in your app should start the matching Crisp follow-up campaign.
Watch out
it is keyed on email, so a person missing from Crisp is worth checking with Search for a Profile first.
5

Send Note Message

Action

In Zapier“Send a note message in a conversation”

Leaves a note message in a conversation for whoever handles it next. Conversation ID and note content are required.

When to use it
pinning the customer's latest order from your shop onto the thread before an agent answers.
Watch out
without a valid Conversation ID the note has nowhere to land.
6

Send Operator Text Message

Action

In Zapier“Send a text message to a user”

Posts a reply to the customer as an operator, inside an existing conversation. Conversation ID and message content are required.

When to use it
confirming in the chat that an order was shipped as soon as your shop tool says so.
Watch out
the customer sees it; test on your own conversation first.
7

Send User Text Message

Action

In Zapier“Send a text message as the user”

Writes into a conversation as if the user had typed it. It takes the same two required fields as the operator version.

When to use it
feeding a form answer into the thread so agents read it in the customer's own words.
Watch out
it can start any Zap built on Message Incoming.
8

Change Conversation State

Action

In Zapier“Update the state of a conversation”

Moves a conversation to another state, resolved for instance, without anyone clicking in Crisp. Only the Conversation ID is required.

When to use it
closing the thread automatically once the related ticket is done in your project tool.
Watch out
it fires Conversation Status Change if a Zap listens to it.
Searches

Looking things up in Crisp before you act

2 search steps look for data that already exists in Crisp, so a later step can use it.

A search step finds something that already exists so the actions after it can use it. Crisp searches sit at the bottom of the Action event list, under SEARCH, and some fields offer + Add search step to slot one in just before. How close the match must be is Crisp's call, not Zapier's.

1

Search for Conversation

Search

In Zapier“Search previous Crisp conversations using a search query (an email, username, or word).”

Looks through past Crisp conversations with a query: an email, a username or a word. It is the way to reach a thread when the Zap starts in another tool.

When to use it
a payment failure in your billing tool should add a note to that customer's existing thread.
Watch out
a broad word can match many threads, so set the multiple-results option.
2

Search for a Profile

Search

In Zapier“Search previous Crisp people profile using an email address.”

Finds a person's profile in Crisp from their email address, so later steps can use what Crisp knows about them.

When to use it
before Add a User Event, to check that the person exists in Crisp at all.
Watch out
it only searches by email; a name alone will not find anyone.

The three settings every search exposes

  1. Successful if no search results are found?
    On its default, a search that finds nothing stops the Zap and skips the steps relying on it. Turn it on and the Zap continues with empty values.
  2. Create X if it doesn't exist yet?
    On apps that offer it, this box turns a search into a find-or-create. Neither Crisp search has that variant, so a missing item has to be created by its own action.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, the default, stop the Zap, or hand all of them on at once.
When it breaks

When a Crisp Zap breaks

Zapier links no help article and no app-specific limit to Crisp. The failures that matter are the general ones, and one of them is especially easy to trigger on a chat tool.

Four cases to know before you publish. If something still goes wrong, start from the Zapier troubleshooting page.

  • Replies that answer themselves

    Message Sent plus Send Operator Text Message, or Conversation Segments Updated plus Add Segments: the Zap writes where it listens and runs in a loop, eating tasks.

  • Past conversations stay put

    A Zap only reacts to what happens after you switch it on. Threads and contacts already in Crisp are never sent; moving that history is a separate job.

  • A burst of events gets held

    After a bulk import of contacts or a migration, a trigger can receive a huge batch at once. Zapier's flood protection may hold it back rather than run it all.

  • Actions with no conversation

    Notes, replies, segments and state changes all require a Conversation ID. When no earlier step provides one, the action cannot run; Search for Conversation fills the gap.
Need help

Need help automating Crisp with Zapier?

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FAQ

Crisp Zapier integration: common questions

01Is the Crisp Zapier integration free?
Yes. Crisp is not a premium app, so it works on the Zapier free plan. That plan gives 100 tasks a month and unlimited Zaps, with one catch: each Zap is limited to two steps, one trigger and one action. Adding a second action, a filter or a search makes it a multi-step Zap that needs a paid plan. A simple Zap like New Conversation to Send Note Message fits inside the free plan as it is.
02How many Zapier tasks does a Crisp Zap use?
One for each action that succeeds, every time the Zap runs. The trigger itself costs nothing, and an action that fails is not counted. So a Zap with New Conversation, Add Segments to Conversation and Send Note Message uses two tasks per new conversation. Be careful with Message Incoming: it fires on every visitor message, not once per thread, so a busy inbox can use your monthly tasks much faster than you expect.
03Does Crisp trigger Zaps in real time?
Yes. All 8 Crisp triggers are instant: Crisp tells Zapier the moment the event happens, and the Zap starts right away, whatever your plan. The 15-minute interval of the free plan only applies to polling triggers, which Crisp does not use. In the editor, a Zap built on one of these triggers shows a lightning bolt. That is the main reason Crisp works well even on the free plan, where polling triggers have to wait for the next check.
04What does it take to connect Crisp to Zapier?
A Crisp account you can sign in to, plus access to whatever the Zap will touch. The link starts from the Apps page of your Zapier account with + Add connection. You pick Crisp, sign in in the tab that opens and grant Zapier access. If the Zap must work in a workspace someone else owns, get read or write access there first, or the actions will have nothing to write into.
05Why do Crisp replies or notes fail with a missing conversation?
Because most Crisp actions require a Conversation ID (session_id), and the step has not received one. When the trigger comes from another tool, nothing hands you that ID. In that case put Search for Conversation before the action, search by the customer's email, and map the ID it returns. Then set what happens when nothing is found, since by default the Zap stops there. Test the whole chain on a conversation of your own before you publish.
06What if the Crisp operation you want is missing from Zapier?
First check whether two operations combined cover it, for instance Search for a Profile followed by Add a User Event, which starts a Crisp campaign. There is no action to delete a conversation or a contact, so that stays a manual job in Crisp. If the gap remains, look at another platform with a Crisp connector, since each one exposes its own list of operations, and compare those lists against the exact step you are missing.
07Zapier, Make or n8n for Crisp?
It depends on your criteria, not on a winner. On Zapier, Crisp offers 8 instant triggers, 8 actions and 2 searches, and runs from the free plan as long as each Zap stays at two steps. Make has its own Crisp integration with its own list of operations, so check what each platform offers before you choose. Compare the operations each one offers against the automation you plan to build, then what that automation will cost you per month on each.
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