Connect Crisp and Pipedrive
Integrate Crisp with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Crisp + Pipedrive flows
Start from a real workflow other teams are already running.
Send Note Message via Crisp when New Deal in Pipedrive
Use this flowCreate Conversation in Crisp when New Deal in Pipedrive
Use this flowChange Conversation State in Crisp when New Deal in Pipedrive
Use this flowSearch for a Profile in Crisp when New Deal in Pipedrive
Use this flowAdd Segments to Conversation in Crisp when New Deal in Pipedrive
Use this flowSend Text Message through Crisp when New Deal in Pipedrive
Use this flowSearch for Conversation in Crisp when New Deal in Pipedrive
Use this flowSend Note Message via Crisp when Updated Deal in Pipedrive
Use this flowCreate Conversation in Crisp when Updated Deal in Pipedrive
Use this flowChange Conversation State in Crisp when Updated Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Crisp and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
New Organization Created
Runs when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Crisp integrations.
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
Search for a Profile
Search Crisp people profile using an email address.
Add Segments to Conversation
Add segments to a conversation.
Send Text Message
Send a text message to a user.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Crisp and Pipedrive workflows.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Crisp and Pipedrive free
No credit card required. Set up your first workflow in minutes.
About Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn more
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Crisp and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Crisp and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where Crisp triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Crisp. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Crisp and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Crisp and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
