Client Sync Powered by The Gist
Provided by The Gist
The only API integration that syncs isolved client data to HubSpot. Spend less time on imports and manual data clean-up and more time marketing, selling and serving your clients.
What is Client Sync Powered by The Gist?
The Gist is a Certified HubSpot Solutions Partner agency that specializes in the payroll and HCM industry, helping Network Partners leverage HubSpot for efficiency and growth across marketing, sales and customer service functions.
ClientSync is a custom API developed by The Gist, in partnership with isolved, that pushes important client data to create and update company and contact records in HubSpot.
The solution provides a simple, automated way to keep HubSpot CRM data accurate and up to date by syncing client records directly from isolved.
What are the benefits of using Client Sync Powered by The Gist?
ClientSync helps organizations maintain accurate and up-to-date client records in HubSpot by automatically syncing data from isolved.
By eliminating the need for imports and manual data entry, the solution saves time and reduces administrative effort. It also enables teams to trigger automation based on record updates, improving efficiency across marketing, sales and customer service workflows.
With reliable data in HubSpot, businesses can generate reports, perform list segmentation, assign tickets, alert teams and trigger automations to improve overall performance.
With a fully managed, automated approach, employers maximize value with minimal internal effort.
How does the app work?
ClientSync runs a one-way sync from isolved to HubSpot twice a day, every day.
When a client record is created or updated in isolved, the corresponding company and associated contact records in HubSpot are automatically created or updated.
The solution is designed to be simple and low-touch, with no configuration required by users. The Gist team handles setup and implementation, including CRM cleanup and deduplication, record customization, list segmentation, and reporting.
Once implemented, teams can easily access accurate client data in HubSpot and focus on strategic initiatives such as marketing campaigns, customer feedback, client tiering and reporting.
If you are an employer currently using this app and have questions about the integration, please contact your isolved Customer Service Representative.
If you are an employer interested in learning more about this app, please use the Contact Us button above to be connected.
Availability varies based on your organization’s configuration. Please reach out to your sales representative to confirm.