Adding Crisp is a great idea to get in touch with your customers, provide customer support and also enrich your CRM.

PluginLab lets you add a custom script for your Authentication and Payment Portal.

We'll see how you can use this feature to integrate Crisp and add the user's email, name and id to your favorite CRM.

Prerequisite

You must have configured your PluginLab authentication portal first. You can follow this guide to do it.

Getting started

You first have to create an account on Crisp https://crisp.chat/
Choose their integration with code and copy their snippet containing your website_id





Then go to PluginLab > Plugin Settings > Portal Script
Paste the copied snippet into the head input.




Right after the pasted code, add the following code to get the user's email and name into Crisp CRM

<!-- YOUR PASTED CRISP SNIPPET IS ABOVE -->

<script>
window.addEventListener('onPluginLabMember', (event) => {
	const member = event.detail;

    if (!member) {
        return;
    }

    const { email, name } = member;

    $crisp.push(["set", "user:nickname", [name]]);
    $crisp.push(["set", "user:email", [email]])
    
}, { once: true });
</script>

What does the script do?

The script will first load the Crisp Chatbox.

Then, when the user will be loaded by PluginLab, it will be populated in the window (or null if no user).

Once it's populated, it will set the user's email and name in your Crisp CRM.

As a result:

the user will see the intercom chatbox
your will get the user info in your CRM

Feeling lost?

If you need any help, feel free to reach out to us using the chatbox at the bottom right corner

Updated on: 28/07/2023