Connect Crisp and metadata to Build Intelligent Automations

Choose a Trigger

Crisp

When this happens...

Choose an Action

metadata

Automatically do this!

Enable Integrations or automations with these events of Crisp and metadata

Enable Integrations or automations with these events of Crisp and metadata

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 metadata?

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

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

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

How often does the data sync between Crisp and metadata?

The data sync between Crisp and metadata 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 metadata?

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 metadata?

Yes, you can set conditional logic to control the flow of data between Crisp and metadata. 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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metadata

About metadata

Metadata’s patented technology executes thousands of B2B campaigns in a matter of hours, automatically optimizing campaigns for pipeline impact at a velocity that is not humanly possible.

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