Connect WhatsApp Business Platform with Crisp
Crisp is a WhatsApp Business Solution Provider which lets you connect a WhatsApp Business phone number to your Crisp Inbox, allowing messages to flow directly to Crisp. You can then leverage on all your existing Crisp features (Chatbot, Knowledge Base, Shared Inbox) to manage all your WhatsApp users at scale.
Contents
Connect the WhatsApp Business Platform with Crisp
[Migrate an existing Whatapp phone number](#1-migrate-an-exisFew readersHow to connect Viber with Crisp?
Crisp is integrated with Viber so you can reply to your Viber customers directly from Crisp! Build a shared inbox for Viber! Here's how to create a team inbox and set it up
Connecting Crisp with Viber can be done with 2 simple steps . Through this guide, you'll get everything you need to get your Viber bot connected to Crisp and benefit from all the amazing features available in Crisp.
How to create a Viber Team Inbox?
|| To enable this integration, you need to be using theFew readersHow does the Trello Integration work?
Trello is a project management software that is used all over the world by many companies. Using Crisp, you can now use Trello from your inbox, without leaving our tool, which is a huge improvement in terms of productivity. Here is how you should activate the Trello integration.
|| The Trello integration is part of the Essentials and Plus plans.
How do I link Trello and Crisp?
You can link your existing Crisp website to Trello, by enabling the Essentials plan on the target website ,Few readersHow to connect Aircall with Crisp?
Phone calls is still one of the most frequent channel customers use to get in touch with companies. By connecting Aircall to Crisp, you can now receive and start phone calls straight from your Crisp inbox. Here is how.
How does the integration work?
The list below describes the features included in the Aircall <> Crisp Integration, you can find more information on the integration listing.
When a call is received on Aircall, a coFew readersHow to connect Crisp to Hubspot?
This plugin is available in Crisp Essentials and Plus. The Crisp ↔️ Hubspot plugin allows a two way contact synchronization as well as the possibility to view and create deals associated to a contact directly from Crisp. Additionally, it is possible to see which Hubspot lists a contact is part of.
| All the new or updated contacts you have in Crisp are sent to Hubspot and all the new and updated contacts in Hubspot are automatically synced to Crisp CRM.
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[Connecting HFew readersHow to integrate Crisp with X (Twitter)?
Here is how to integrate Crisp with Twitter, so you can receive direct messages from Twitter and reply from Crisp.
| Twitter integration is available from the Crisp Mini plan
||| ⚠️ Before you continue: This integration requires you to be on the Twitter Enterprise plan. If you do not have this plan on Twitter the integration will not work.
1. Create your Twitter Project & Twitter App
Go to your Developers portal dashboard
CliFew readersHow to install Crisp for Woocommerce?
Installing Crisp Helpdesk on your WooCommerce store is very simple. The integration will be very useful as an online merchants because we help you create a truly efficient helpdesk for your online store.
To check the details on our WooCommerce helpdesk plugin, click here.
How to install the Crisp for WooCommerce extension?
Go to to 'Plugins' from your Crisp dashboard and install the plugin.
Available from Crisp Essentials, Crisp Zendesk plugin allows you to reply to Crisp messages directly from Zendesk.
People will be able to send messages over the Crisp Livechat and your agents will be able to reply using Zendesk.
||| Zendesk integration is now deprecated. It's still available for users already using it. To get details about this, you can contact our customer support.
1. Install the Crisp App on the Zendesk Marketplace
Go to [https://www.zendesk.com/apps/support/crFew readersHow to Publish Your Podcast Episodes from Descript to Captivate
[Descript](http://www.descript.com/?utm_source=captivate&utm_medium=ALL&utm_campaign=Descript V8 Launch) is a transcription and audio editing app for beginner and professional podcasters.
It combines all sorts of extremely useful, intelligent podcasting tools in an all-in-one workspace designed to automate and speed up your workflow without cutting corners or sacrificing creative control.
Core features include:
Podcast recording and importing
Simultaneous, word-processor style audio and tFew readersSearch order by ID
The order search by ID feature allows you to search using the Handy ID, but it also filters by the external ID, which is used when you have an integration in place.
The external ID may represent your order’s ID in the company’s ERP system.
This makes it easier to filter orders without having to switch between systems.Few readersHow to synchronise Crisp contacts with Microsoft Dynamics 365?
The Microsoft Dynamics 365 integration allows you synchronise your Crisp's contacts with Microsoft Dynamics 365. In this article you will learn how to install the plugin and get it working.
| Microsoft Dynamics 365 integration is available through a monthly payment
How does the Microsoft Dynamics 365 plugin work with Crisp?
Our Microsoft Dynamics 365 integration allows automatic synchronisation with Crisp regarding your contacts and all the information that goes along.
How do IFew readersHow does the Slack integration work?
Crisp provides a Slack integration, that is included in all our paid plans. The Slack integration lets you receive customer questions in your Slack group. You can even answer from there.
| Slack integration is available from the Crisp Mini plan
Video Tutorial
${frame}[](https://www.youtube.com/embed/zLFew readersWhat are plugin permissions?
As a Crisp user, you may want to connect plugins to your website on Crisp, in order to extend it with features such as integrations to other SaaS you use, or community plugins that do a specific thing that is not available in the Crisp base software. Plugins may need to access your Crisp data, and modify it. Permissions restrict what they have access to, and provide you knowledge of what plugins do to your data.
****Permissions can be viewed in the plugin details in your Crisp dashboardFew readersHow do I connect Klaviyo to Crisp?
The Klaviyo plugin allows you to sync your Crisp contacts to your Klaviyo workspace, push events from Crisp to Klaviyo profiles and display Klaviyo profile details directly in Crisp.
Contents
How to connect Klaviyo to Crisp?
Contact synchronization
Contact events
Widget Data
Email Conversations
SMS ConversationsFew readersHow to Link your Facebook Messenger pages to Crisp?
The Facebook Messenger plugin allows you to receive and send messages from one or more of your Facebook Business pages. You will have the ability to connect and disconnect Facebook directly from Crisp.
How to install the Facebook Messenger plugin?
|| In order to manage your messages from your Facebook Pages directly in Crisp, you will need to make sure you're on the Mini, Essentials or Plus plan and that you are an Admin in your inbox .
Login to [Crisp](https://apFew readersHow to connect Ringover with Crisp?
Phone calls are still one of the most frequent channels customers use to get in touch with companies. By connecting Ringover to Crisp, you can now start phone calls straight from your Crisp inbox and receive messages and notes about your calls. Here is how.
Through this guide, you'll get everything you need to get your Ringover account connected to Crisp.
How to install the Ringover integration?
|| To enable this integration, you need to be using the Essentials plan.
To centralizeFew readersHow to set up Crisp with Pipedrive?
The Pipedrive plugin will allow you to sync your contacts between Pipedrive and Crisp, view deals and activities associated to a person as well as create and update deals directly from Crisp. In this article you will find out how the integration works and how to connect your Pipedrive workspace to Crisp
How to connect the Pipedrive plugin?
Install the plugin.
First you will need to go on app.crisp.chat and then Plugins, and finally search "PipedriveFew readersHow 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](https://storage.crisp.chat/users/helpdesk/websitFew readersHow does the Discord integration work?
Crisp provides a Discord integration, that is included in our Essentials and Plus plans. The Discord integration lets you receive customer messages in a Discord channel. You can even answer from there.
| Discord integration is available from the Crisp Essentials plan
How do I link Crisp to Discord?
You can link your existing Crisp website to Discord, by enabling the Essentials plan on the target website , and then configuring the Discord integration:
Go to: [https://app.cFew readersStep-By-Step InstructionsNote:Common Questions
Integrating your Gmail account with OttoMatey allows for seamless email outreach automation. This guide provides a step-by-step process to help you connect your Gmail account and ensure your campaigns run smoothly.
💡 TIP: Ensure you have your Gmail credentials handy before starting the integration process.
Step-By-Step Instructions
Login to OttoMatey
Access your OttoMatey account using your login credentials.
Navigate to Integrations
Once logged in, cliFew readersEncoding of the forward slash “/” character in the API
Why can't we use the forward slash "/" character in product and client codes in the API?
Short answer:
The "/" character is reserved to denote hierarchies in the URL so it can be used only for that purpose.
Detailed answer:
When consulting endpoints in the API web, like for a client:
undefined GET/api/v2/customer/{customerCode}
If the client code has any spaces or other symbols, it must be encoded as UTF-8, where a client code such as:
MY CLIENTFew readersHow to setup the Twilio Plugin
Integrate with Twilio to connect with users using SMS messages
| Twilio integration is available from the Crisp Essentials plan
Link Crisp with Twilio
Go to app.crisp.chat
Go to plugins
Click on Twilio
Provide your Account SID and Account Token
Choose a Phone Number
Troubleshooting
I don't receive any SMS in Crisp
In this case, Crisp might fail to configure a webhook. Usually, it's bFew readersHow to link Crisp with Instagram DM?
Crisp is integrated with Instagram so you can reply to your Instagram DMs and Stories reactions directly from Crisp!
| Instagram is available from the Crisp Essentials plan
Before Getting Started
In order to use Instagram in Crisp, your Instagram account needs to be a "Business Account", and you will need admin rights for this account. See How to set up a business account on Instagram here.
Your Instagram Business Account needs to beFew readersHow to read closed-route data through the API
You might need to know when a route is closed and which sales were carried out in that route. Here, we'll explain how to do this:
Step 1. Get the routes
Make a GET request to this endpoint using these parameters:
https://app.handy.la/api/v2/route?includeSalesOrders=true&filterWithDate=dateClosed&start={start}&end={end}
With this request, you'll receive the closed routes within the dates you specify.
As an answer, you'll get a JSON with all of the route's information, as well asFew readersHow to connect your Crisp Smiirl Counter?
The Crisp Smiirl counter can be used to display some Crisp metrics directly on your physical counter
Setup your Counter
Plugin your counter.
Go to: https://smiirl.com/start
Follow the instruction on your screen.
Your counter is ready to be linked to Crisp
Link your counter to Crisp
Go to app.crisp.chat > Plugins > search for "Smiirl" and install the plugin
 as sales quotations in SAP.
Additionally, it synchronizes clients, products, prices, and warehouse stock from SAP to Handy.
This document elaborates on the scope of this integration. If you're interested, please get in touch with us via chat to receive a quote for the service.
In some cases,Few readersHow to use the Salesforce integration with Crisp ?
Crisp provides a Salesforce integration, that is included in our Essentials and Plus plans. The Salesforce integration lets you submit your Contact data from Crisp to salesforce.
| Salesforce integration is available from the Crisp Plus plan
How does the Salesforce plugin works with Crisp ?
Our Salesforce integration allows automatic sync with Crisp regarding your contacts and all the information that goes along.
Your sales team will never get bored again !
How do I link CrispFew readersURL to obtain product prices and inventory remotely
**Integrate your pricing structure through Handy's web service. **
It is possible to integrate a custom pricing logic connected to your company’s management system (ERP) in real time for the following purposes
Instantly calculate each client's price at that moment
Verify inventory stock in real time
In this integration, each time a product is added to an order, your web service will be queried in real-time to return the correct price and inventory to the user.
The request happens very quFew readersHow to connect Crisp with Mailchimp
Crisp provides a MailChimp integration, that is included starting Crisp Mini plan. The MailChimp integration lets you sync your Crisp contacts to Mailchimp.
|| This integration is one way only. It pushes contacts from Crisp to Mailchimp. Not from Mailchimp to Crisp.
Go to the Crisp Plugins
Go to app.crisp.chat
Go to the plugins section
Search for Mailchimp
Connect with Mailchimp
Once you click Connect with Mailchimp , you willFew readersURL to see client details in the app
Handy can integrate your client's personalized information inside the app, feeding from external systems, like from your ERP.
Some of our clients use this integration strategy to show things like:
Overdue invoices
Balances and credits
Order history
Sold and unsold products
This allows you to display a web view (HTML) within the mobile app, which is loaded in real time from a URL you specify.
The URL must be a service that you develop and that, by receiving the customer code as a paraFew readersHow to find your Captivate API credentials
You API credentials are a secure set of keys that give other apps and platforms a way to talk to Captivate and to perform various tasks within your Captivate account, such as publishing or editing episodes, for example.
As an example, you may want to connect online podcast editing tools such as Alitu to your account for one-click publishing and your API details will be requested by any app that you do connect.
Your credentials consist of two pieces oFew readersAPI data dictionary
|| String text fields where no field length is specified are limited to 255 characters.
Orders (SalesOrder)
mobileDateCreated DateTime Date and time of creation in the mobile app
dateCreated DateTime Date and time when the order reached the backend's database
totalSales Double Order total, including taxes
totalTax Double Tax total
totalBeforeTax Double Order price before taxes
| scheduledDateForDelivery | DateTime | Scheduled date for deliveryFew readersHow to link Crisp with GitHub Issues?
Crisp is integrated with GitHub Issues, with this feature you can reply to your GitHub Issues directly from Crisp!
Link Crisp with GitHub
Go to app.crisp.chat
Go to Plugins
Click on GitHub.
Connect with GitHub
Select all the repositories that you want to synchronise in Crisp.
Troubleshooting
I removFew readersHow to install Crisp helpdesk and live chat on Adobe Commerce?
Installing Crisp on your Adobe Commerce online store (previously known as Magento) requires a couple steps. The integration will enable the chat widget on your online store as well as the creation of an helpdesk for your e-commerce activity and will be very useful to synchronize customers' data for each conversation, no matter the channel.
Note that you can download our Crisp extension for Adobe Commerce on Adobe Marketplace, available here: [https://commercemarketplace.adobe.com/crisp-Few readers
