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GetGist

GetGist

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3 mins READ

GetGist is an all-in-one marketing automation and CRM platform that helps businesses engage, nurture, and convert leads through email, chat, and campaigns. It centralizes customer communication and contact management for better lead tracking.

Integrating GetGist streamlines contact updates, campaign actions, and personalized communication, improving customer engagement and conversion rates.

Authentication

Before you begin, make sure you have the following information:

  • Connection Name: Select a descriptive name for your connection, like "MyAppGetGistIntegration". This helps in easily identifying the connection within your application or integration settings.

  • Authentication Type: Select the type of authentication for connecting to your GetGist account:

    • API Key

    • OAuth

API Key Based Authentication

  • Login into GetGist Console and go to Settings.

  • Click on "API & webhooks" at the left side.

  • Click on "API-Key" and store it securely as it allows access to your GetGist account.

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OAuth Based Authentication

Actions

Actions

Description

Add tag to contact

Adds tag to an existing contact in GetGist

Create or update contact

Creates a new contact or updates an existing one in GetGist

Find contact

Finds a contact in GetGist

Remove tag from contact

Removes tag from an existing contact in GetGist

Subscribe contact to campaign

Subscribes contact to a campaign in GetGist

Unsubscribe contact from campaign

Unsubscribes contact from a specific campaign in GetGist

Triggers

Triggers

Description

On new contact

Triggers when a new contact is added to your account in GetGist