Integrate Customerly with Gist
Send information between Customerly and Gist automatically, without writing any code, using Zoho Flow.
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Send messages in Customerly for new Gist Leads
How it works
Send messages in Customerly for new Gist Leads
Gist + Customerly
Build your own integrations between Customerly and Gist
Connect Customerly and Gist with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Customerly and Gist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create or update user
Creates or updates a user
Send message
Sends a message to the specified email address
Create or update lead
Creates or updates a lead
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
Tag lead
Adds a tag to the specified lead
Create or update user
Creates or updates a user
Subscribe to campaign
Subscribes a user to the selected campaign
Tag user
Adds a tag to the specified user
Create or update lead
Creates or updates a lead
Untag user
Removes a tag from the specified user
Untag lead
Removes a tag from the specified lead
Fetch user
Fetches the details of an existing user by ID or email address
Fetch lead
Fetches the details of an existing lead by ID
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
What is Gist?
Gist is an email marketing automation, help desk, and live chat platform. You can track customer interactions, configure chat bots to schedule sales calls, and engage customers with relevant emails.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
