> ## 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/d/1/9/2d19dbadd55d500/ba77ff12-953e-42be-984e-9c1ef1_xwew11.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/-/9/7/0/6/970685f9aeca2000/2244e23a-3ac8-48ba-95e3-805dc2_1tehpjb.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/-/5/8/5/b/585b2c9ff3a98000/9194a5d1-4fe7-4735-bb4b-5fb65a_yytx5d.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)