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Moving To Gist From Freshworks

By Jitta Rao

updated 2 months ago

Ready to leave Freshworks 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 Freshworks. You will also have access to more features that are only available with Gist. 

Easily import your Freshworks customer data to Gist.

When you switch from Freshworks to Gist, you have the ability to import your ‘contacts’ from Freshworks to Gist. This is done by exporting from Freshworks 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

You can export your contacts to a CSV file from under the Freshworks Customer's tab. 

When a Contact Export is triggered in Freshworks, an email is sent to the Freshworks user making the request with the link to download the CSV file.

Step #2

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 Freshworks 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.

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 Freshworks, including the differences in features and experience.

1. Gist offers a complete meeting scheduler suite.

Gist has the ability to schedule your meetings.

With Gist Meetings you can:

 - 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.

Freshworks does not have a meeting scheduler solution.

2. Gist lets you send follow-up emails (and any other kind of email you want)!

Gist’s email marketing feature allows you to build a list, segment subscribers and send multiple types of emails. Using Gist you can send Broadcasts, Drip Campaigns, and Behavioral Emails. 

The full email suite Gist offers allows your to communicate and sell your customers on a daily basis. Freshworks does not currently offer an email marketing solution.

3. 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 Freshworks does not have a comparable feature.

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, start a Live Chat in the lower right corner!

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