Fluent CRM + Gist Integration

Connect Fluent CRM to Gist - Automate your workflows in 1-click

Make use of Fluent CRM 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 Fluent CRM & Gist using Integrately.
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Fluent CRM + Gist Integration

Create Gist contact for new Fluent CRM contact

If you're using Fluent CRM to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Fluent CRM, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Fluent CRM + Gist Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM

    Triggers the automation whenever a new contact is created

  • Fluent CRM
    Contact is updated in Fluent CRM

    Triggers the automation whenever a contact is updated

  • Gist
    Contact is created in Gist

    Triggers the automation whenever a new contact is created

  • Gist
    Tag is added to contact in Gist

    Triggers the automation whenever a tag is added

    Instant
  • Gist
    Contact is updated in Gist

    Triggers the automation whenever a contact is updated

  • Gist
    Subscribed to a campaign in Gist

    Triggers the automation whenever someone subscribes to a campaign

    Instant
  • Gist
    Unsubscribed from campaign in Gist

    Triggers the automation whenever any user submits form to opts out of future communications

    Instant
  • Gist
    Tag is removed from contact in Gist

    Triggers the automation whenever a tag is added

    Instant
  • Gist
    Performed an event in Gist

    Triggers the automation whenever an event is performed

    Instant
  • Gist
    Form is created in Gist

    Triggers the automation whenever a new form is created

  • Gist
    Campaign is created in Gist

    Triggers the automation whenever a new campaign is created

2.
  • Fluent CRM
    Create contact in Fluent CRM

    Automatically adds a new contact to the database

  • Fluent CRM
    Search contact in Fluent CRM

    Automatically finds and retrieves contact information

  • Fluent CRM
    Update contact in Fluent CRM

    Automatically updates contact information with new details

  • Fluent CRM
    Add note to contact in Fluent CRM

    Automatically adds a personalized note to a contact

  • Gist
    Create or Update Contact in Gist

    Automatically adds or update contact information

  • Gist
    Search contact in Gist

    Automatically finds and retrieves contact information

  • Gist
    Get contact by id in Gist

    Automatically retrieves a contact's information based on their ID

  • Gist
    Add tag to an existing contact in Gist

    Automatically adds a tag to a contact

  • Gist
    Remove tag from existing contact in Gist

    Automatically untag the contact

  • Gist
    Subscribe to a campaign in Gist

    Automatically subscribes to a campaign

  • Gist
    Unsubscribe from a campaign in Gist

    Automatically removes user from the particular campaign's mailing list

  • Gist
    Search campaign in Gist

    Automatically searches for a campaign

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