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 6
Great ideas! Along with the integration use cases you mentioned, we are also reviewing other calendar and email integration options like sending emails and scheduling meeting from cockpit. 

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. 
Userlevel 6
Thanks for the additional notes Jennifer.

Your thinking about the scheduling is right. We are thinking about something on the following lines -
  • We will allow you to share your current availability to a customer (one or more contacts within a customer) via email
  • We will make it easier for everyone in that email to select a slot (from the slots sent in this email)
  • We will then allow send email invite from a common slot that is selected
Userlevel 3
We would *love* to be able to send meeting invitations from the cockpit. I there any update on this thread? 
Userlevel 7
Badge +2
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 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 3
My team is also in agreement on this!

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
Userlevel 7
Badge +1
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 4
Bumping this thread because I've already gotten this feedback from my team and they'd kill for this functionality. Is there any update with regards to timing for something like this?
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 
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)
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.
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 :-) 
Userlevel 6
Badge +1
+1, any update on this or recommendation for a third-party vendor? This is a very common request from our team.

Userlevel 6
Badge
+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 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
Badge

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 6
Badge

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 7
I love the idea of some type of CTA/calendar integration, Kate.  I've had a few other customers bring this up so thank you for posting!
Love it - we use outlook and salesforce has outlook integration, so it doesn't seem like too far of a stretch...
Userlevel 5
That would definitely help, too!
Userlevel 7
Badge +2
We also use Google Calendar. This would be a big help.
Userlevel 5
we use outlook 365
Userlevel 3
My team is kean on this as well!! 
Userlevel 3
We're also interested in google & outlook calendar integration- is there any update to this thread?
Yep - we're now starting to use regular scheduled CTA Events and having events in Outlook Calendar as well as in Gainsight would be a significant timesaver.....

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