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Gist + Salesforce

Add new Salesforce leads to Gist as users

If you manage customer communication with a variety of platforms, you'll want to give them a streamlined experience. Use this integration to automatically add new Salesforce leads to Gist as users. That way, you can manage the communication with the user in Gist and turn that user into a customer.

If you manage customer communication with a variety of platforms, you'll want to give them a streamlined experience. Use this integration to automatically add new Salesforce leads to Gist as users. That way, you can manage the communication with the user in Gist and turn that user into a customer.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    GistGist
    Create or Update Contact

    Creates a new Contact or updates an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Gist

Gist is an all-in-one email marketing automation, live chat & help desk platform.
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Related categories

  • Customer Support
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