Connect Crisp and Capterra to Build Intelligent Automations

Choose a Trigger

Crisp

When this happens...

Choose an Action

Capterra

Automatically do this!

Enable Integrations or automations with these events of Crisp and Capterra

Enable Integrations or automations with these events of Crisp and Capterra

Actions

Send Note Message

Send Note Message

Send a note message in a conversation.

Create Conversation

Create Conversation

Creates a conversation.

Change Conversation State

Change Conversation State

Update the state of a conversation.

Search for a Profile

Search for a Profile

Search Crisp people profile using an email address.

Add Segments to Conversation

Add Segments to Conversation

Add segments to a conversation.

Send Text Message

Send Text Message

Send a text message to a user.

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Frequently Asked Questions

How do I start an integration between Crisp and Capterra?

To start, connect both your Crisp and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Capterra (or vice versa).

Can we customize how data from Crisp is recorded in Capterra?

Absolutely. You can customize how Crisp data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crisp and Capterra?

The data sync between Crisp and Capterra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crisp to Capterra?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crisp and Capterra?

Yes, you can set conditional logic to control the flow of data between Crisp and Capterra. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crisp

About Crisp

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

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Capterra

About Capterra

Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.

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