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Send messages in Customerly for new Gist Leads
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Send invitation in Surveypal when a new lead is created in Gist
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Popular integrations
Customerly
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations. Category : Customer Support, Email Marketing, CRMSurveypal
Surveypal is a survey management tool that allows you to create branded customer experience surveys, monitor each step of the customer journey, and create CRM workflows based on feedback. Category : Reviews, Survey
Gist supports following 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 - Action are the automated tasks
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 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.
Categories : Customer Support, Marketing Automation
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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