Connect Gist and MyCRM Sync to Build Intelligent Automations

Choose a Trigger

Gist

When this happens...

Choose an Action

MyCRM Sync

Automatically do this!

Enable Integrations or automations with these events of Gist and MyCRM Sync

Enable Integrations or automations with these events of Gist and MyCRM Sync

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 MyCRM Sync?

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

Can we customize how data from Gist is recorded in MyCRM Sync?

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

How often does the data sync between Gist and MyCRM Sync?

The data sync between Gist and MyCRM Sync 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 MyCRM Sync?

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 MyCRM Sync?

Yes, you can set conditional logic to control the flow of data between Gist and MyCRM Sync. 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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MyCRM Sync

About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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