Integrate Gist with Customerly

Send information between Gist and Customerly automatically, without writing any code, using Zoho Flow.

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Send messages in Customerly for new Gist Leads

Automatically send templated emails to new leads. This flow sends messages from Customerly to every new Gist lead.

How it works

1. A new lead is created in Gist.
2. Zoho Flow sends a message to the lead through Customerly.
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Send messages in Customerly for new Gist Leads

Gist + Customerly

Build your own integrations between Gist and Customerly

Connect Gist and Customerly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Gist and Customerly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

User created

Triggers when a new user is created

All Actions - Actions are the automated tasks

Tag lead

Adds a tag to the specified lead

Create or update lead

Creates or updates a lead

Tag user

Adds a tag to the specified user

Subscribe to campaign

Subscribes a user to the selected campaign

Create or update user

Creates or updates a user

Untag lead

Removes a tag from the specified lead

Untag user

Removes a tag from the specified user

Fetch lead

Fetches the details of an existing lead by ID

Fetch user

Fetches the details of an existing user by ID or email address

Create or update lead

Creates or updates a lead

Send message

Sends a message to the specified email address

Create or update user

Creates or updates a user

Fetch user

Fetches the details of an existing user by email address

Fetch lead

Fetches the details of an existing lead by email address

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.

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.

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.

Learn more >

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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