Crisp + Prefinery Integration

Connect Crisp to Prefinery - Automate your workflows in 1-click

Leverage Crisp automations to personalize customer journeys, automate email marketing communications, and resolve customer queries faster. Set up Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Crisp + Prefinery integration.

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Ready Workflows For Crisp + Prefinery Integration

Just click on the workflow you want to automate

Create Prefinery user for new Crisp contact

If you're using Crisp to manage your sales leads, it's important to also use Prefinery to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Crisp, a corresponding user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Create Crisp contact for new Prefinery user

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 Prefinery user 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.

Activate

When Contact is created in Crisp > Check condition > Create user in Prefinery

Crisp + Prefinery Integration

Activate

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Create Your Own Crisp & Prefinery Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Crisp
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Crisp
Triggers the automation whenever a contact is updated
Instant
Message is received in Crisp
Triggers the automation whenever a new message is received
Instant
Conversation session is updated in Crisp
Triggers the automation whenever a conversation session is updated
Instant
Conversation custom data is updated in Crisp
Triggers the automation whenever custom data is updated during a conversation
Instant
Conversation status is changed in Crisp
Triggers the automation whenever there is a change in the conversation status
Instant
Message is sent in Crisp
Triggers the automation whenever a new message is sent
Instant
Conversation is created in Crisp
Triggers the automation whenever a new conversation is created
Instant
User is created in Prefinery
Triggers the automation whenever a new user is created
Instant
User applied for campaign in Prefinery
Triggers the automation whenever a user applies for a prelaunch or referral campaign
Instant
User is invited in Prefinery
Triggers the automation whenever a user is invited
Instant
User actively participates in Prefinery
Triggers the automation whenever a user actively participates in an event
Instant
User is rejected in Prefinery
Triggers the automation whenever a user is rejected
Instant
User has resubscribed in Prefinery
Triggers the automation whenever a user re-subscribes
Instant
User is suspended in Prefinery
Triggers the automation whenever user account is suspended
Instant
User is unconfirmed in Prefinery
Triggers the automation whenever a user is unconfirmed
Instant
User is updated in Prefinery
Triggers the automation whenever the details of any are updated
Instant
User is imported in Prefinery
Triggers the automation whenever a new user is imported
Instant
User is deleted in Prefinery
Triggers the automation whenever any user is deleted
Instant
Referral created in Prefinery
Triggers the automation whenever a referral is created
Instant
Reward earned in Prefinery
Triggers the automation whenever a reward is earned
Instant
Reward delivered in Prefinery
Triggers the automation whenever a reward is delivered
Instant
Reward revoked in Prefinery
Triggers the automation whenever a reward is taken away
Instant
User has unsubscribed in Prefinery
Triggers the automation whenever a user unsubscribes from emails
Instant

Create contact in Crisp
Automatically adds a new contact to the database
Search contact in Crisp
Automatically finds and retrieves contact information
Update contact in Crisp
Automatically updates contact information with new details
Add a user event in Crisp
Automatically adds a new user event
Search conversation in Crisp
Automatically searches for keywords within a conversation
Set contact custom data in Crisp
Automatically sets custom data for a contact
Create user in Prefinery
Automatically generates a new user account
Unsubscribe user in Prefinery
Automatically removes user from mailing list
Trigger rewards in Prefinery
Automatically triggers rewards

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Integrate Crisp & Prefinery In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Crisp or Prefinery With 1200+ Other Apps

Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp Integrations

Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.

See Prefinery Integrations