Crisp + Pipedrive Integration

Integrate Crisp to Pipedrive in one click, or tell Integrately AI how you want each conversation handled. Qualify customer enquiries, update your CRM, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows for Crisp + Pipedrive Integration

Capture customer conversations, organise deals, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Crisp Integration

Create Crisp contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Crisp contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Crisp + Pipedrive Integration

Create Pipedrive person for new Crisp contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - Pipedrive integration, anytime a new Crisp contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Crisp + Pipedrive flow

Automate downstream tasks like notifying team channels, sending client emails, booking meetings, processing payments, syncing email lists, and capturing form submissions. Pick a combination and activate it in one click.

Crisp
Pipedrive
+
SlackSlack (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
TypeformTypeform (8)
C
P
S
Create a Pipedrive deal for every new Crisp conversation, and alert your sales channel in Slack
New Crisp conversations instantly create Pipedrive deals while your sales channel gets notified on Slack, eliminating manual entry and missed leads.
C
P
S
Create a Pipedrive activity for every Crisp message received, and notify your support channel in Slack
Incoming Crisp messages automatically generate Pipedrive activities and alert your support channel on Slack, keeping follow-up tasks organised.
C
P
S
When a Pipedrive deal stage is updated, update the Crisp contact and post the update in Slack
Pipedrive deal stage changes update Crisp contacts automatically and post updates to Slack, keeping all stakeholders aligned on deal progress.
C
P
S
Create a Pipedrive person when a Crisp contact is created, and confirm it in Slack
New Crisp contacts automatically become Pipedrive persons while Slack notifies your team, ensuring immediate pipeline visibility.
C
P
S
If a Crisp conversation custom data indicates enterprise tier, create a Pipedrive deal and alert your leadership in Slack
Enterprise-tier Crisp conversations trigger priority Pipedrive deals and alert leadership in Slack, ensuring high-value prospects get immediate attention.
C
P
S
When a Pipedrive deal is marked won, update the Crisp contact details and post the success in Slack
Won Pipedrive deals update Crisp contact details and trigger celebratory announcements in Slack, keeping revenue teams motivated.
C
P
S
Use ChatGPT to summarise every new Crisp conversation, create a Pipedrive deal, and post the brief in Slack
ChatGPT summarises new Crisp conversations before creating Pipedrive deals and posting structured briefs to Slack for quick review.
P
C
S
S
Turn every won Pipedrive deal from a Crisp contact into a Stripe customer, and announce it in Slack
Won Pipedrive deals from Crisp contacts automatically create Stripe customers while Slack announces the new revenue to your team.

Supported triggers and actions for Crisp and Pipedrive

Mix and match to build the exact automation you need

Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
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Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with Crisp + Pipedrive?

Streamline your customer communication and CRM workflows with powerful automated actions designed for modern sales and support teams.

What you can automate?
🔄
Create Pipedrive deals from new Crisp conversations
Every new conversation in Crisp automatically generates a deal in Pipedrive with all contact details attached. No copy-pasting, no missed sales opportunities.
📝
Capture every submitted custom data field
Map custom conversation data and contact attributes from Crisp straight into Pipedrive fields instead of just names and emails. Your CRM records become far more thorough.
🔔
Notify your team the moment a lead arrives
Alert your sales channel on Slack or via Gmail immediately when a high-value Crisp contact or conversation is created in Pipedrive.
🔀
Route deals based on conversation criteria
Check custom data or message content in Crisp, then create priority deals in Pipedrive for enterprise prospects while routing standard inquiries normally.
🔄
Keep CRM records updated as chats progress
Synchronise conversation status changes in Crisp with deal stage updates in Pipedrive so your sales pipeline always reflects reality.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Pipedrive before creating a new record, updating their information or adding activities instead of creating duplicate entries.
🏷️
Handle later status changes and won deals
When a Pipedrive deal stage is marked won or lost, automatically update the corresponding Crisp contact status and notify your revenue team.
Extend your workflow to Slack or Gmail
Connect your core Crisp and Pipedrive automation with Slack or Gmail to send instant team notifications, client welcome emails, or summary briefings.
And much more...

Who is Crisp + Pipedrive integration for?

Connecting Crisp and Pipedrive eliminates manual data entry between your communication platform and CRM, ensuring sales pipelines and support records stay perfectly aligned.

Sales operations managers
Sales operations managers
Support team leads
Support team leads
Account executives
Account executives
Revenue operations directors
Revenue operations directors
Customer success specialists
Customer success specialists
Business founders
Business founders
📈
Sales operations managers
You're tracking pipeline metrics across multiple chat channels but your CRM deals only update when someone manually exports conversations, so the conversion counts you're reporting against are always a few hours behind — with this integration, every new conversation creates a Pipedrive deal instantly and your data stays current.
Support team leads
You manage incoming customer requests in Crisp but urgent inquiries need immediate CRM escalation, so high-priority tickets get buried in chat logs before anyone notices — automating both apps means every message generates a tracked activity and your team acts on critical issues without delay.
🤝
Account executives
You depend on support chat notes to prepare for sales calls, but client details remain trapped in Crisp instead of your CRM records, leaving you searching through transcripts before meetings — connecting these apps means every contact and deal record populates automatically so you walk into calls fully prepared.
📊
Revenue operations directors
You handle high volumes of customer chats and deal updates daily, but manual data entry causes mismatched records between communication tools and sales pipelines — this integration means every stage change updates contact notes seamlessly and your revenue history remains completely accurate.
🎯
Customer success specialists
You own the onboarding stage after a sale closes in Pipedrive, but you find out about won deals too late to welcome new clients promptly, causing friction in handoffs — automating both apps means every won deal updates Crisp contacts instantly and your onboarding communication starts right away.
📋
Business founders
You need a reliable history of customer interactions and deal progression, but fragmented tools leave recurring gaps in your audit trail and reporting sheets — with this integration, every message and deal syncs reliably so your business records stay complete.
Our team

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Why choose Integrately to automate Crisp + Pipedrive

Build and manage your Crisp + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Crisp + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Crisp to Pipedrive?
Frequently Asked Questions
You can connect Crisp to Pipedrive in 1 click using ready workflows on Integrately or by asking Integrately AI to build your automation. It links your live chat platform with Slack, Gmail, Calendly, and 1,500+ other apps without any coding.
Can I automatically create Pipedrive deals from new Crisp conversations?
Frequently Asked Questions
Can I connect Crisp, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Crisp and Pipedrive?
Frequently Asked Questions
How does Crisp handle contact data when creating Pipedrive records?
Frequently Asked Questions
Can Pipedrive deal stage updates modify Crisp contact records?
Frequently Asked Questions
Do I need coding skills to automate Crisp and Pipedrive?
Frequently Asked Questions
Is the Crisp and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Crisp or Pipedrive With 1500+ Other Apps

Crisp
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Pipedrive
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Sync Pipedrive with accounting software, project management tools, and reporting platforms to keep pipeline data working across your stack.
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