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 Case Attachment

    Triggers when a new Attachment is added to a case.

    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
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

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

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Gist

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

Related categories

  • Customer Support
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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