Solve CRM + Gist Integration

Integrate Gist to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync companies, alert your team, and manage follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Gist
    Contact is created in Gist
  • Gist
    Tag is added to contact in Gist Instant
  • Gist
    Contact is updated in Gist
  • Gist
    Subscribed to a campaign in Gist Instant
  • Gist
    Unsubscribed from campaign in Gist Instant
  • Gist
    Tag is removed from contact in Gist Instant
  • Gist
    Performed an event in Gist Instant
  • Gist
    Form is created in Gist
  • Gist
    Campaign is created in Gist
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Gist
    Create or Update Contact in Gist
  • Gist
    Search contact in Gist
  • Gist
    Get contact by id in Gist
  • Gist
    Add tag to an existing contact in Gist
  • Gist
    Remove tag from existing contact in Gist
  • Gist
    Subscribe to a campaign in Gist
  • Gist
    Unsubscribe from a campaign in Gist
  • Gist
    Search campaign in Gist

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Ready Workflows Ready Workflows for Gist + Solve CRM Integration

Capture contacts, sync companies, update records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Gist + Solve CRM Integration

Create Solve CRM contact for new Gist contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Solve CRM contact and Gist contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Solve CRM + Gist Integration

Create Gist contact for new Solve CRM contact

If you're using Solve CRM to manage your sales leads, it's important to also use Gist to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Solve CRM, a corresponding contact will automatically be created in Gist.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Gist + Solve CRM flow

Send payment details from Stripe, capture form entries, log support tickets, and notify your team as contacts move through your pipeline. Pick a combination and activate it in one click.

Solve CRM
Gist
+
StripeStripe (4)
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
S
S
G
Create a Solve CRM contact from every new Stripe customer, and record the event in Gist
New Stripe customers appear in Solve CRM and Gist instantly, keeping your sales and marketing teams aligned without manual data entry.
S
S
G
When a Stripe payment succeeds, create a company in Solve CRM and tag the contact in Gist
Successful Stripe payments automatically create company records in Solve CRM and apply tags in Gist for targeted marketing.
S
S
G
If a Stripe subscription is created, add a contact in Solve CRM and subscribe them to a campaign in Gist
New Stripe subscribers are added to Solve CRM and enrolled in specific Gist campaigns automatically.
S
S
G
When a Stripe invoice is paid, create a company in Solve CRM and update the contact in Gist
Paid Stripe invoices update your Solve CRM company records and refresh contact profiles in Gist.

Supported triggers and actions for Solve CRM and Gist

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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Gist
Gist Triggers & Actions
Contact is created in Gist
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Gist
Triggers the automation when a tag is added
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Contact is updated in Gist
Triggers the automation when a contact is updated
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Instant
Subscribed to a campaign in Gist
Triggers the automation when someone subscribes to a campaign
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Instant
Unsubscribed from campaign in Gist
Triggers the automation when any user submits form to opts out of future communications
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Instant
Tag is removed from contact in Gist
Triggers the automation when a tag is added
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Instant
Performed an event in Gist
Triggers the automation when an event is performed
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Form is created in Gist
Triggers the automation when a new form is created
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Campaign is created in Gist
Triggers the automation when a new campaign is created
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Create or Update Contact in Gist
Adds or update contact information
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Search contact in Gist
Finds and retrieves contact information
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Get contact by id in Gist
Retrieves a contact's information based on their id
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Add tag to an existing contact in Gist
Adds a tag to a contact
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Remove tag from existing contact in Gist
Untag the contact
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Subscribe to a campaign in Gist
Subscribes to a campaign
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Unsubscribe from a campaign in Gist
Removes user from the particular campaign's mailing list
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Search campaign in Gist
Searches for a campaign
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What can you automate with Gist + Solve CRM?

Streamline your customer operations by connecting Gist marketing campaigns and support tools directly with Solve CRM customer management.

What you can automate?
🔗
Sync new Gist contacts to Solve CRM automatically
Every contact created in Gist instantly generates a matching contact in Solve CRM. Eliminate manual copying and ensure your support team sees new leads the moment they arrive.
📋
Capture every submitted field and contact attribute
Map all available customer details, form inputs, and custom fields from Gist straight into Solve CRM contact profiles without missing critical information.
🔔
Alert your team the second a contact arrives
Trigger instant channel messages in Slack or emails in Gmail whenever a new contact is created or updated in Gist or Solve CRM.
🔀
Route records based on submitted tags and criteria
Send contacts to specific Solve CRM workflows or trigger tailored Gist campaigns depending on the tags or attributes submitted by the user.
🔄
Keep your destination records fully up to date
Automatically update existing Solve CRM contacts whenever changes occur in Gist, maintaining a single source of truth across both systems.
🛡️
Add or update records without creating duplicates
Use intelligent upsert operations to match existing email addresses and update records instead of cluttering your database with duplicate profiles.
Manage status changes and campaign events
Trigger automated workflows when campaigns are created, tags are removed, or subscription milestones are reached in Gist.
🌐
Extend your workflow with powerful third-party apps
Connect your Gist and Solve CRM setup with Google Sheets, Stripe, Typeform, or Calendly to build multi-step operational pipelines.
And much more...

Who is Gist + Solve CRM integration for?

Support managers, marketing teams, and customer success professionals use this integration to keep customer records synchronized and eliminate manual data entry across platforms.

Marketing operations managers
Marketing operations managers
Customer support leads
Customer support leads
Account executives
Account executives
Customer success directors
Customer success directors
Sales development reps
Sales development reps
Operations analysts
Operations analysts
📈
Marketing operations managers
You're running campaigns in Gist but your Solve CRM records only update when someone manually exports leads, so the pipeline numbers you're reviewing are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
Customer support leads
You need to act fast when new client accounts appear, and you find out too late because contact details take hours to transfer between marketing tools and support desks — automating both apps means every customer submission creates a contact immediately and your team responds without delay.
📊
Account executives
You answer to stakeholders who want to see live pipeline activity, but manual sync delays leave gaps in your client history during reviews — integrating these apps means every contact and company record updates automatically so your reports are always accurate.
🔄
Customer success directors
The volume of inbound chats and form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned accounts — with this integration, every customer interaction populates your CRM and messaging tools without manual data entry.
👥
Sales development reps
You own the next step in the pipeline and depend on marketing teams to hand over lead data before you can begin outreach — automating both apps means new contacts flow straight from Gist into Solve CRM the moment they register.
📋
Operations analysts
You need a reliable history of customer interactions and keep finding gaps where records failed to sync between your marketing automation and CRM platforms — this integration means every contact, tag, and company profile stays perfectly matched across tools.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Solve CRM + Gist

Build and manage your Solve CRM + Gist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Gist with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Gist to Solve CRM?
Frequently Asked Questions
You can connect Gist to Solve CRM in one click using ready-made workflows on Integrately or ask Integrately AI to build the automation for your exact requirements.
Can I automatically sync Gist contacts into Solve CRM?
Frequently Asked Questions
Can I connect Gist, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gist and Solve CRM?
Frequently Asked Questions
How does Gist handle contact updates in this integration?
Frequently Asked Questions
Can Solve CRM create company records from Gist triggers?
Frequently Asked Questions
Do I need coding skills to automate Gist and Solve CRM?
Frequently Asked Questions
Is the Gist and Solve CRM integration free?
Frequently Asked Questions
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