Solve CRM + Gist Integration

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

Make use of Solve 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. Skip the manual back and forth! Easily automate the flow of data between Solve CRM & Gist using Integrately.
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Gist + Solve CRM Integration

Create Solve CRM contact for new Gist contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and Gist contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + Gist Integration

Create Gist contact for new Solve CRM contact

If you're using Solve 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 Solve 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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Create Your Own Solve CRM & Gist Integration Without Any Code

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2. Select what action you want to automate
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Solve CRM + Gist Integration
1.
  • Solve CRM
    Contact is created in Solve CRM

    Triggers the automation whenever a new contact is created

  • Solve CRM
    Company is created in Solve CRM

    Triggers the automation whenever a new company is created

  • 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.
  • Solve CRM
    Create contact in Solve CRM

    Automatically adds a new contact to the database

  • Solve CRM
    Create company in Solve CRM

    Automatically generates a new company profile with given details

  • 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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Integrate Solve CRM & 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!

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