> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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

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

![Generate your token](https://storage.crisp.chat/users/helpdesk/website/-/2/5/e/2/25e2cf403d5a5400/2e65436b-b5d1-47ca-92fe-2ef576_1kds482.png)

3. Go to your [Zapier connections](https://zapier.com/app/connections) and select "Add Connection"  
4. Search for Crisp and select the app

![Search for Crisp](https://storage.crisp.chat/users/helpdesk/website/-/e/e/3/d/ee3df211f9f7d800/0abec22e-bec6-4fb6-b2e1-d00c19_1phgl8h.png)

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

![Paste token and Authenticate](https://storage.crisp.chat/users/helpdesk/website/-/d/6/4/f/d64fd2b49abab800/b97698c0-b398-44de-bbe1-5f36ad_xkunar.png)

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**

[![](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/image_1xuf727.png)](https://zapier.com/apps/crisp/integrations/pipedrive/21995/add-new-crisp-contact-to-pipedrive)

[![](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/image_o8n0oy.png)](https://zapier.com/apps/crisp/integrations/salesforce/21996/add-new-crisp-contacts-to-salesforce)

#### 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:

[![](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/image_1t4bm9m.png)](https://zapier.com/apps/crisp/integrations/sms/21990/sends-an-sms-when-a-new-crisp-conversation-is-created)

#### 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:

[![](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/image_czq0ix.png)](https://zapier.com/apps/crisp/integrations/dropbox/21998/archive-crisp-messages-in-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:

[![](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/image_gh86h5.png)](https://zapier.com/apps/crisp/integrations/mailchimp/21987/subscribe-new-crisp-contacts-to-a-mailchimp-list)