Clientify + Gist Integration

Connect Clientify to Gist - Automate your workflows in 1-click

Make use of Clientify automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Gist automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. And automate all the repetitive tasks between Clientify & Gist using Integrately.

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Ready Workflows For Clientify + Gist Integration

Just click on the workflow you want to automate

Create Clientify contact for new Gist contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Gist and Clientify just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Clientify contact whenever a new Gist contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Gist and Clientify. Just use this Gist - Clientify integration to streamline your contact management and make your life easier.

Activate

When Contact is created in Gist > Create or update contact in Gist > Create contact in Clientify

When Contact is created in Gist then Create or update contact in Gist and Create contact in Clientify

Activate

1of1

Create Your Own Clientify & Gist Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Clientify
Triggers the automation whenever a new contact is added
Contact is updated in Clientify
Triggers the automation whenever a contact is updated
Deal stage is updated in Clientify
Triggers the automation whenever a deal stage is updated
Deal is created in Clientify
Triggers the automation whenever a new deal is created
Task is created in Clientify
Triggers the automation whenever a new task is created
Company is created in Clientify
Triggers the automation whenever a new company is created
Contact is created in Gist
Triggers the automation whenever a new contact is created
Tag is added to contact in Gist
Triggers the automation whenever a tag is added
Instant
Contact is updated in Gist
Triggers the automation whenever a contact is updated
Subscribed to a campaign in Gist
Triggers the automation whenever someone subscribes to a campaign
Instant
Unsubscribed from campaign in Gist
Triggers the automation whenever any user submits form to opts out of future communications
Instant
Tag is removed from contact in Gist
Triggers the automation whenever a tag is added
Instant
Performed an event in Gist
Triggers the automation whenever an event is performed
Instant
Form is created in Gist
Triggers the automation whenever a new form is created
Campaign is created in Gist
Triggers the automation whenever a new campaign is created

Create contact in Clientify
Automatically adds a new contact to the database
Search contact in Clientify
Automatically finds and retrieves contact information
Search user in Clientify
Automatically searches for a user
Create deal in Clientify
Automatically generates a new deal with
Update deal in Clientify
Automatically updates deal information based on new criteria or changes
Get deal in Clientify
Automatically procure the best deals available
Close deal in Clientify
Automatically finalize a business agreement or transaction
Create task in Clientify
Automatically creates a new task
Create order in Clientify
Automatically creates a new order
Get company in Clientify
Automatically retrieves information about a company
Create abandoned cart in Clientify
Automatically creates a new abandoned cart entry
Search product in Clientify
Automatically searches for a product
Delete product in Clientify
Automatically removes a product from the database
Create product in Clientify
Automatically creates a new workspace
Search deal in Clientify
Create or Update Contact in Gist
Automatically adds or update contact information
Search contact in Gist
Automatically finds and retrieves contact information
Get contact by id in Gist
Automatically retrieves a contact's information based on their ID
Add tag to an existing contact in Gist
Automatically adds a tag to a contact
Remove tag from existing contact in Gist
Automatically untag the contact
Subscribe to a campaign in Gist
Automatically subscribes to a campaign
Unsubscribe from a campaign in Gist
Automatically removes user from the particular campaign's mailing list
Search campaign in Gist
Automatically searches for a campaign

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Clientify & Gist In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Clientify or Gist With 1200+ Other Apps

Clientify helps salespeople create a more personal touch with their clients. Through Clientify, you can build the profile of your business and then automate communications through email, SMS, social media, etc.

See Clientify Integrations

Gist lets you automate your marketing campaigns with ease without any code or technical skills required. Make your life easier by managing customer support through live chat, surveys and smart forms on a single dashboard.

See Gist Integrations