# Turn new Crisp chats into HubSpot leads and Slack alerts

> When a new visitor starts a Crisp chat, we spot genuine sales leads, save them to HubSpot with a summary, and alert your sales team in Slack.

- Workflow type: agent
- Services: Crisp, HubSpot, Slack
- Categories: Sales, Customer Support
- Published: 2026-07-17

## What it does

- Watches for new conversations in your Crisp live chat and reads the visitor's opening messages.
- Judges whether the chat is a real sales opportunity and skips pure support questions.
- Saves or updates the person in HubSpot with a short summary of what they want, matched by email so there are no duplicates.
- Posts a Slack alert to your sales channel with the visitor's name, their ask, and a link back to the chat.

## What you'll need

- A Crisp account with live chat set up on your website.
- A HubSpot account where new contacts can be created or updated.
- A Slack workspace with a sales channel to receive the alerts.

## Prompt

Trigger this workflow with a webhook from Crisp whenever a new conversation is created, that is, when a visitor sends their first inbound message in Crisp live chat.

When the webhook fires, use Crisp's Get Messages In Conversation operation to read the opening messages in the conversation. Then pull the visitor's details with Crisp's Get People Profile (or List People Profiles if you only have their email and need to find the matching profile) so you know who they are: their name, email, and company if Crisp has captured it.

Read the opening messages and judge whether this is a genuine sales lead or a pure support question. Treat pricing questions, demo or trial requests, questions about plans and capabilities, and clear buying signals as sales leads. Treat account help, bug reports, how-to questions, and existing-customer troubleshooting as support and skip them, so the sales team only sees real opportunities. For every real lead, capture the visitor's intent (what they want), their company, and how urgent it is.

Create or update the person in HubSpot using Batch Upsert Contacts, matched by email so you never create a duplicate. Fill in their name and company, and write a short plain-language summary of what they want into the contact record (for example a contact note or a summary property) so a rep can pick it up with full context.

Then post a Slack alert to the sales channel with Send a Message. Include the visitor's name, a short description of what they asked for, their company and urgency, and a link back to the Crisp conversation so a rep can jump straight into the live chat.

Only alert the sales team for genuine sales opportunities. If the conversation is a pure support question, do nothing and let the normal support flow handle it.

## How to customize

- Change which Slack channel gets the alerts, or who gets tagged in them.
- Adjust how strict the 'real sales lead' judgment is and what counts as a support question to skip.
- Tweak which details get saved to HubSpot and what goes into the Slack message.

## Example output

New sales lead in Crisp
Name: Dana Ruiz (dana@northwind.io)
Company: Northwind Logistics
Wants: Pricing for the Team plan for ~15 seats, hoping to start this quarter
Urgency: High
Open chat: https://app.crisp.chat/website/…/inbox/session_abc123

## FAQ

### Does this reply to the visitor automatically?

No. It quietly reads the conversation, updates HubSpot, and alerts your sales team. Your agents still handle the actual live chat with the visitor.

### How does it tell a sales lead from a support question?

It reads the visitor's opening messages and judges their intent. Pricing, demo, trial, and buying questions get flagged as leads, while password resets, bug reports, and other support questions are skipped so your sales team only sees genuine opportunities.

### Will it create duplicate contacts in HubSpot?

No. It matches people by their email address, so an existing contact is updated rather than duplicated.

### What if the visitor hasn't shared their email yet?

It uses whatever details Crisp has already captured about the visitor. If there is no email, it can still alert your sales team so someone can follow up in the chat.

### Does this work with Crisp's free plan?

It works with any Crisp plan that lets you connect other apps and read your conversations. If you are on a limited plan, double-check that outside apps can be notified when new chats come in.

Use this prompt in General Input: https://www.generalinput.com/prompts/turn-new-crisp-chats-into-hubspot-leads-and-slack-alerts