Turn new Crisp chats into HubSpot leads and Slack alerts

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.