Connect Gist and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Gist

When this happens...

Choose an Action

Flexie CRM

Automatically do this!

Enable Integrations or automations with these events of Gist and Flexie CRM

Enable Integrations or automations with these events of Gist and Flexie CRM

Actions

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

Subscribe to a Campaign

Subscribe to a Campaign

Subscribe a contact to a specific campaign.

Unsubscribe From a Campaign

Unsubscribe From a Campaign

Unsubscribe a contact from a specific Campaign.

Find a Contact

Find a Contact

Find an Existing Contact.

Request a new Action for Gist

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Frequently Asked Questions

How do I start an integration between Gist and Flexie CRM?

To start, connect both your Gist and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gist triggers actions in Flexie CRM (or vice versa).

Can we customize how data from Gist is recorded in Flexie CRM?

Absolutely. You can customize how Gist data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Gist and Flexie CRM?

The data sync between Gist and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gist to Flexie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gist and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between Gist and Flexie CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Gist

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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