Crisp + Salesforce

Add new Crisp contacts to Salesforce

Salesforce is a powerful tool for managing leads, opportunities, and contacts. Instead of manually updating your contacts on Salesforce, use this integration. With this active, all your new Crisp contacts will be automatically added to Salesforce.

Salesforce is a powerful tool for managing leads, opportunities, and contacts. Instead of manually updating your contacts on Salesforce, use this integration. With this active, all your new Crisp contacts will be automatically added to Salesforce.

  1. When this happens...
    CrispCrisp
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Crisp triggers, actions, and search

    Edited Contact

    Triggers when a contact is edited.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Message Incoming

    Triggers when a visitor sends a message.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    New Conversation

    Triggers when a new conversation is created.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Segments Updated

    Triggers when a segment is added or removed in a conversation.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Message Sent

    Triggers when an operator sends a message

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Custom Data Updated

    Triggers when custom data is added or removed in a conversation.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Status Change

    Triggers when a conversation is (un)resolved.

    Trigger
    Instant
    Try It
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About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn moreHelp

Related categories

  • Customer Support
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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