Overview
Crisp and Tidio are popular SMB chat widgets. Integrating them means visitor identity and transcripts land on CRM leads so sales can continue conversations with full history.
What data is involved
- Visitor profile fields and chat transcripts.
- CRM lead IDs when mapped from email or phone.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → Crisp or Tidio.
- Paste workspace or site API keys.
- Map visitor identity fields and transcript logging rules.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Crisp or Tidio.
- Paste workspace or site API keys.
- Map visitor identity fields and transcript logging rules.
Best practices
- Deduplicate chat visitors against existing CRM contacts.
- Define when a chat becomes an owned opportunity vs a nurture lead.
Best for & common use cases
SMBs using external chat widgets while keeping CRM as the system of record.
- Chat-qualified leads with full transcript on the contact record.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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