If you’re in B2B and tired of chasing unqualified leads, this is for you. Crisp’s chat triggers can help, but only if you set them up right. This guide cuts through the noise and shows you, step by step, how to make Crisp’s chat triggers actually work for B2B lead qualification—without wasting your time on fluff or marketing hype.
Why bother with advanced chat triggers in Crisp?
Let’s be honest: Most chat popups are annoying. But when done right, they can surface real leads in a sea of tire-kickers. Advanced triggers in Crisp let you qualify leads automatically, so your sales team isn’t stuck chatting with students, bots, or people just looking for support.
But don’t expect magic. If you set up ten generic triggers, you’ll end up with more noise than signal. The key is getting specific—matching your triggers to the actual buying signals that matter in B2B.
Step 1: Define what a qualified B2B lead looks like
You can’t automate what you haven’t defined. Before touching Crisp, figure out what a “qualified” lead means for your business. Some questions to ask yourself:
- What job titles or roles matter?
- Which company sizes are worth your time?
- Are you targeting certain industries?
- Is geography important?
- Do you care about specific pages or content they visit?
Jot this down somewhere. You’ll need it when you build your triggers.
Pro tip: Don’t overcomplicate this. Start with your top two or three criteria—like company size and job title. You can always get fancier later.
Step 2: Get your data sources in order
Crisp can only work with what it knows. Out of the box, it picks up things like:
- Which pages the visitor is on
- Referral source (where they came from)
- Time spent on site
- Country (based on IP)
If you want to qualify B2B leads, you’ll need more context—like company name, industry, or job role. You’ve got a few options here:
- Enrichment tools: Integrate with Clearbit, FullContact, or similar to get company data from email or IP.
- Custom fields: Use Crisp’s API or JavaScript SDK to send in extra info (e.g., if your signup form collects “company size”).
- UTM parameters: If your ads are targeted, use UTM tags to spot relevant visitors.
If you skip this step, your triggers will be limited to pretty basic stuff—like “visited pricing page from the US.” Sometimes that’s enough, but for real B2B filtering, you’ll want richer data.
Step 3: Plan your trigger strategy (don’t wing it)
Before you start clicking around in Crisp, sketch out your triggers on paper or in a doc. For B2B leads, you might want triggers like:
- “Show chat to visitors from companies with 50+ employees who view Pricing or Demo pages”
- “Auto-ask for email when someone from a target industry hits the Contact page”
- “Send a special message to visitors from LinkedIn campaigns targeting ‘VP’ job titles”
A few things that don’t work (learned the hard way):
- Blanket triggers (“Show chat to anyone after 30 seconds”) — you’ll get spammed.
- Popups on every page — people will just close them and get annoyed.
- Hard gating chat behind forms — in B2B, some friction is fine, but don’t make it a chore.
Start with 1-2 high-value triggers. You can always add more once you see what sticks.
Step 4: Set up advanced chat triggers in Crisp
Now you’re ready to build. Here’s how to do it:
4.1 – Go to Triggers in Crisp
- Log into your Crisp dashboard.
- Head to “Settings” > “Website Settings” > “Triggers.”
- Hit “Add a Trigger.”
4.2 – Build your trigger conditions
Crisp lets you layer rules. For B2B, the useful ones are:
- Page URL — Target folks on your Pricing, Demo, or Contact pages.
- Country — Restrict to countries you sell to.
- Time on page — Some friction is good; don’t trigger instantly.
- Custom attributes — If you’ve set up enrichment, you’ll see options like “Company Size” or “Industry.”
- UTM parameters — Useful if you’re running targeted ad campaigns.
Example:
If you want to reach only midsize SaaS companies on your Pricing page:
- Page URL contains “/pricing”
- Company Size is “51-250”
- Industry is “Software”
- Time on page > 20 seconds
Don’t pile on so many conditions that nobody triggers the chat. Test and adjust.
4.3 – Set the trigger action
Decide what should happen when someone matches. Options include:
- Send a proactive chat message (the classic “Hey, can I help?”)
- Ask for info (like “What’s your role?” or “What brought you here?”)
- Assign to a specific team or agent (if you have sales and support split)
- Tag the conversation (for later reporting)
Keep your message short and specific. “Hi! Can I answer questions about team pricing or integrations?” works better than a generic hello.
4.4 – Test your triggers
Before you go live, test as if you’re a visitor. Use Chrome’s Incognito mode, spoof UTM params, or use a VPN to try different countries. If you’re using enrichment, check that data actually flows in—sometimes APIs break or fields mismatch.
Pro tip:
Set up a Slack or email alert for the first week so you know when triggers fire (and don’t miss any embarrassing misfires).
Step 5: Qualify leads automatically (but don’t trust bots blindly)
Crisp can automate some first-level qualification, but don’t expect miracles. Some practical ways to filter out tire-kickers:
- Use the chat bot to ask a qualifying question (“How big is your team?”)
- Auto-tag conversations with company size, industry, or source
- Route qualified chats straight to sales; send others to support or a knowledge base
But here’s the thing: No automation is perfect. You’ll still get students, competitors, and randoms. Use automation to help your team, not replace them.
Step 6: Review, refine, repeat
Set a calendar reminder to review your triggers every 2-4 weeks. Look at:
- How many chats are coming in from each trigger
- Which ones lead to real sales conversations
- Where you’re getting spam or noise
Turn off triggers that just generate junk. Double down on what works. And don’t be afraid to kill your darlings—triggers that should work but don’t.
What to ignore:
- Don’t obsess over every possible trigger. Start small.
- Don’t get sucked into endless A/B testing unless you have real volume.
- Don’t believe the hype that “AI chat” will qualify all your leads for you. It won’t.
Pro tips for B2B chat triggers in Crisp
- Personalize by industry or use case: If you know someone’s in finance, tweak your chat message to say, “Need help with compliance?”
- Don’t show chat to existing customers: Use user attributes to exclude them (unless you want to upsell).
- Time your triggers: Visitors on your Pricing page for 40+ seconds are usually worth nudging.
- Log everything: Tag conversations based on trigger so you know what’s working.
Wrapping up: Keep it simple and improve as you go
If you take nothing else away: Start simple. One or two good triggers, with clear qualifying questions, will beat a dozen poorly thought-out ones. Use Crisp to automate the grunt work, but trust your gut—and your sales team—for the final call.
Iteration beats perfection. Set up your first trigger today, and tweak as you learn. Over time, you’ll spend less time on dead-end chats and more on real B2B leads. That’s the whole point.