Add Cockpit integration for Google Calendar (or similar service)
CS Data Management & Integrations
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically:
- see our time-based CTAs inside of our calendar already.
- log our calendar-based events as CTAs.
- see our time-based CTAs inside of our calendar already.
- log our calendar-based events as CTAs.
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Do let us know what you think about
1) Being able to send emails to customer by picking the content from an email template and having that information tracked under a CTA. Imagine having a template applied automatically via a Playbook for a CTA corresponding to a positive NPS response, asking for a referral.
2) Being able to schedule meeting with your customers from your Event type CTAs like EBR without having to do a lot of to and fro email communication.
Sidhu, to weigh in on your questions in our environment:
1) Yes! We would also benefit if we have the ability to edit the template prior to sending and having it log as a CTA. My team is having a very difficult time adjusting to not having email visibility in Gainisight. If there are known community topics that cover custom email communication, please let me know.
2) Can you clarify? When I read it my mind goes straight to automating available office hours in an email template which would be AMAZING. I know there are third party products that do dynamic scheduling, but we just need our current availability populated in our email messages - not the ability for a client to book the time themselves.
Thank you!
Jennifer
Your thinking about the scheduling is right. We are thinking about something on the following lines -
Hi - an idea that was shared with my by one of my customers was related to creating CTAs automatically through Outlook/Google calendar integration. The use case is as follows:
Additionally, with a Google Calendar integration, Gainsight could list the accepted meeting invitees to a Timeline meeting event. Perhaps it could also email the CSM after the meeting, prompting a reply (with meeting notes) that could be added to the meeting event in Timeline.