Implemented

Add Cockpit integration for Google Calendar (or similar service)


Userlevel 5
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.

rakesh_lingala 1 year ago

Hello Everyone! 

Happy to announce that your request has been considered and released as part of the v6.14 release. With our new Cockpit Calendar integration feature, view CTAs directly on your Google or Outlook calendars to easily stay on top of your most important customer to-do’s.

For more information on this feature, refer to the Cockpit Calendar Integration article.

This feature is implemented in the NXT version only.

Thanks for posting!

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41 replies

Userlevel 3

Will this always be NXT only?

Any idea when there will be a calendar meeting sync with timeline meetings?  The workflow would be pretty simple, if a calendar meeting is created or accepted and the creator of the calendar meeting or an attendee (if the calendar meeting is setup by the CSM) is a contact in a customer that is in gainsight then it will copy the meeting details as a new meeting within the timeline for that customer.  That way the replication of logging a meeting in timeline would be taken out of the workflow. 

Userlevel 6
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Hello Everyone! 

Happy to announce that your request has been considered and released as part of the v6.14 release. With our new Cockpit Calendar integration feature, view CTAs directly on your Google or Outlook calendars to easily stay on top of your most important customer to-do’s.

For more information on this feature, refer to the Cockpit Calendar Integration article.

This feature is implemented in the NXT version only.

Thanks for posting!

Userlevel 3
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[Update] Saw the last comment late! Not sure how can I delete this post of mine now.

 

Hi team.,

Wondering if there has been any update on this one. We also have the same use case of synching G calendar + Calendely (potentially) to schedule meetings > Action CTAs and Log Timeline activities.

 

 

Userlevel 6
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Hello Everyone,

This will be addressed in the 6.14 release for the NXT edition. This feature helps users view CTAs directly on their Google or Outlook calendars with our new Cockpit Calendar integration, to easily stay on top of their most important customer to-do’s.

Stay tuned for more details in the upcoming release notes…

Thanks!

Userlevel 3

Hi Community! We have an exciting new feature Cockpit Calendar Integration that we are getting close to release and want to do some beta testing with some engaged end users. Please follow the below link for more details.

https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434#post38752

 

Userlevel 7
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We'll be sharing some details on this functionality during our customer roadmap presentation next week. Check with your Gainsight CSM for more details on how to attend the roadmap webinar!

Hello my team has requested this funcationality. It's a shame this post is so many years old. I see the request was placed as under consideration 10 months ago. Is there any update to report?

Userlevel 3
+1 to this request.

Looking for this as well. We already use Lightning for Gmail but it just brings to SF, we need a way to sync in the way SF to Gainsight.

Userlevel 6
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+1 to this request. This would be awesome and I know my CSMs would love this feature. Preferably with Outlook for us as I am sure different companies use different calendars, so the capability would be best with a few of the major ones utilized by Gainsight customers.

Userlevel 6
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+1, any update on this or recommendation for a third-party vendor? This is a very common request from our team.

This is also a common request across our CSM team to cut down on admin time within the tool. We are still working on Gainsight adoption and this would be huge step in the right direction! 
Userlevel 7
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We use a product called Calendly to share CSM availability with customers for various purposes (one-offs as well as QBR type meetings). This integrates with Outlook, O365, Google, and iCloud. We are sending the unique calendar link per CSM in Email Assist or with an Outreach. Once the customer schedules a meeting with the CSM it would be helpful to have that tied back to the CTA or log that in Timeline with an Activity CTA for the same day as the meeting. Then the could use that CTA or Timeline event to log information from the meeting. 
Userlevel 7
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One of my customers also requested similar functionality.  In their case, they would like (some) CTA tasks with due dates to be automatically added to their Google Calendar.  Does anyone have a good solution/workaround to share with the Community?  Thank you!
The first suggestion in this thread is 3 years old. Is there any update? It seems like an easy win to have no updates over the course of three years. As someone tasked with implementing Gainsight for professional services, scheduling is the bare minimum functionality I would desire.
Folks don't want to have to maintain multiple calendars or enter data multiple times for the same events...and as much as I like Gainsight and I do...it cannot replace my personal calendar that I use daily...integration using industry standard connectors or file formats would be HUGE! Please :-) 
This would be excellent for my team.
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.
Userlevel 4
Another +1 on this. One of our Onboarding CTA's is to book a call with the client, do we need to book that call in G calendar and then go to the CTA and tick it as complete? 
Userlevel 5
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My team would love this too Denise - we use Google Calendar. Any ideas to implement something like this with Google Calendar?
Userlevel 7
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In SF, you are able to sync calendar invites with SF and it creates open activities. In Gainsight, would it be possible to have those activities that are created in SF pushed to GS? (because we understand Outlook to GS is not possible at this time)
Userlevel 7
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I agree with a sync between calendar and Cockpit for scheduled meetings - but I think for ALL CTAs/Tasks that would be overkill. The Cockpit is designed to be their day to day "to do" list.  
Userlevel 6
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We'd love it if this could also mean we'd be able to see upcoming customer meetings.
Userlevel 2
Another customer here that is interested in this. My CSMs want all Cockpit CTAs and Tasks to show on their Google Calendar as required for that day or week.
Userlevel 7
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This reply was created from a merged topic originally titled Outlook/Google Calendar integration to Automatically create a CTA.

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:
  • CSM creates a calendar meeting request to their customer to schedule a meeting. While in the calendaring app, they have an option to click a button that will sync that meeting to a CTA in Gainsight.
  • The CTA will be created using relevant content from the meeting request (some details will have to be worked out as to how the correct customer is selected and how other mandatory fields are populated)
  • CTA is now ready to be actioned upon once the meeting is held and the notes are added to the CTA or chatter feed for that customer. 
This would allow for reduction of an extra manual step and will especially assist in cases where customers do not have standing recurring meetings, but instead meet in an ad-hoc basis.
Userlevel 5
We would love to be able to sync success plan objectives and certain CTAs to google calendar as reminders. especially if a success plan was shared with a non Gainsight user and have objectives they need to follow up on, would love to be able to sync the tasks to their calendars 

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