Crisp integration

Developer Support APIs & Integrations
1

I recently integrated Crisp with HubSpot and have encountered many limitations regarding the information I want to sync from Crisp contacts to HubSpot. For me, it’s crucial to have the chat messages mapped in HubSpot, or at least the initial message, and to know which agent handled the chat. Does anyone have any recommendations for this?

2

Hi @CDeMares47

When integrating third-party tools like Crisp with HubSpot,

it’s not uncommon to encounter limitations.

These limitations often from differences in data structures, API capabilities, or synchronization

frequencies. To improve the Crisp-HubSpot integration, consider creating custom

properties in HubSpot to store specific Crisp data that isn’t automatically

synced, such as the initial chat message or agent name. You can then use

HubSpot’s workflows or API to update these custom properties based on data received

from Crisp.

In addition, leveraging Zapier can help bridge the gap

between the two platforms by creating custom workflows that enhance the

integration

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

3

Thanks! How would you do it through a workflow? could you please share more context?

4

Hi @CDeMares

To streamline the process of syncing Crisp chat data with HubSpot, we’ll create a custom property, set up a Crisp webhook, and configure a HubSpot workflow.

First, we’ll create a custom property in HubSpot, such as “Crisp Initial Message”, to store the initial chat message, allowing us to track chat content directly within the contact’s record.

Next, we’ll set up a webhook in Crisp to trigger when a new chat is created, sending a POST request to HubSpot to automate the data transfer.

In HubSpot, we’ll configure a workflow with an “Incoming webhook” trigger and an “Update contact property” action, mapping the incoming chat message to the custom property using dynamic content.

However, HubSpot doesn’t directly provide an endpoint for receiving webhooks in workflows, so we may need to use a middleware service like Zapier or Integromat to receive the webhook and trigger the workflow.

In addition, ensure the webhook URL is secure, and double-check the webhook payload structure to ensure accurate data mapping

Best Regards