GetGist Integration: The Best Email Marketing Platform

GetGist Integration: By bringing your company’s communication with your leads and customers in one place, Gist lets your entire team rally around a single app for day to day work.

Another integration that eases your email marketing is GetGist integration via Bit form. When users submit any form, the email of that corresponding user will be stored in the lead or user of GetGist. For more details, go through this documentation carefully.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Authorization of GetGist Integration

To set up the GetGist integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for GetGist from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get the GetGist API key, follow these steps:

• Click on GetGist API Console or go to your GetGist dashboard.
• Go to Settings.
• On the left side, click on API & Webhooks, then click on API Key.
• Copy the API key and paste it into the designated field on the integration page.

Once you have successfully entered your GetGist API Key, click “Authorize” to proceed. Then click Next.

User Type: Select a user type from the drop-down option. For example: “Lead“

In the GetGist integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in GetGist. The “Email” field is the default and required field in GetGist, so you will need to map your form’s “Email” field to this field in GetGist. You have the option to map additional fields by clicking on the Plus (+) icon.

Actions

Tags: By clicking on the tags, you can add tags to your contacts. Make sure to create the tags in GetGist first.

GetGist Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Getgist“. Once done, just click on Update.

GetGist Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.