Enable Integrations or automations with these events of Gist and highrise
Creates a new Contact or updates an existing one.
Apply a tag to an existing contact.
Removes a tag from an existing contact.
Subscribe a contact to a specific campaign.
Unsubscribe a contact from a specific Campaign.
Find an Existing Contact.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gist and highrise accounts to viaSocket. Once connected, you can set up a workflow where an event in Gist triggers actions in highrise (or vice versa).
Absolutely. You can customize how Gist data is recorded in highrise. This includes choosing which data fields go into which fields of highrise, setting up custom formats, and filtering out unwanted information.
The data sync between Gist and highrise typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gist and highrise. 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 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.
Learn MoreHighrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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