Moving To Gist From Zendesk

By Jitta

Updated 5 days ago

Ready to leave Zendesk and bring your business to Gist? 

Great! We’d love to build your business!

When you join Gist, you will have access to the features you use the most at Zendesk. You will also have access to more features that are only available with Gist. 

Easily import your Zendesk customer data to Gist.

When you switch from Zendesk to Gist, you have the ability to import your ‘contacts’ from Zendesk to Gist. This is done by exporting from Zendesk and then uploading a simple CSV file to Gist. You can import the details of your contacts, including their name, email address, job title, company, location and more.

Step #1 - Export Zendesk Customer List

In your Zendesk Account (Must be logged in as administrator/Owner of account), 'click' the Customer Lists icon () in the sidebar, then select the customer list you'd like to export.

Make sure your customer list includes all the columns that you want to export.

To add or remove columns, see Modifying the columns in a customer list.

Click Export as CSV in the upper-right corner of the customer list.

You are notified via email when the file is ready.

Step #2 - Import to Gist

Next, import your contacts to Gist.

Once you’ve downloaded your CSV file, you need to import that file into Gist.

This is a simple process that takes less than 2 minutes.

You’ll be getting more. For Less.

One of the main benefits of moving to Gist is your lower monthly bill. For many, the savings are substantial. You will also have an entire suite of marketing tools with Gist that Zendesk does not offer.

For a more complete comparison please check out our comparison page here.

Gist is an all-in-one platform for your business.

Zendesk is great at what it does. For the most part, it does ticketing.

Gist is an all-in-one customer communication and marketing automation platform. Gist helps you grow your business and engage with your customers across their lifecycle. It is a complete marketing and growth stack for your business. Gist offers Live Chat, Email Marketing, Automation, Event tracking, Lead Generation Forms and more.

Here's a simple comparison between Gist and Zendesk, including the differences in features and experience.

1. Gist offers a complete email marketing suite.

Zendesk has a service they call “Connect”, which does allow some automation, but it’s not an email marketing tool.

It’s more like marketing automation with the ability to email. And their automation tools and channels are pretty cool. But again, it’s not an email marketing tool.To be clear, there is no way to email a group of people with Zendesk Connect. It has to be done via automation.

Zendesk offers the ability to email customer and prospects, but no way to collect contact data (natively) or email a list.

Gist on the other hand allows for Broadcast emails, Drip Campaign emails and behavioral emails.

2. Gist offers a form creation tool to collect contact data on your website.

Gist forms allow you to collect leads from your web properties. If a visitor is viewing your website on desktop or mobile, you have the ability to capture their contact information.

 Gist offers 6 different form types, the ability to add custom forms and set unique display conditions dependent on your needs.

Currently Zendesk does not have a comparable feature.

3. Gist offers a complete meeting scheduler suite.

In addition to the chat feature where Gist matches Zendesk, Gist also has the ability to schedule your meetings.

With Gist Meetings you have the ability to:

 - Send the meeting link in your emails to book prospects right then and there.

 - Use bots to book meetings for you.

 - Schedule a demo for your product/service.

Any meetings you need to set, a scheduler tool makes it easier. Zendesk does not have a meeting scheduler solution.

As mentioned above, if you want a more in-depth comparison please check out our comparison page here.

Need Help?

If you have any questions about moving your business to Gist, please start a Live Chat in the lower right corner!

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