Adding a CTA by email
None
Hey Gainsight, I'm still getting used to the product and couldn't find this in the support page...but is there any way to create a CTA via an email?
My company is heavily rooted in outlook and we get direct emails from our client base on frequent basis, being able to shoot an email to a gainsight email address like with Salesforce Chatter would be incredibly useful.
Thanks in advance!
My company is heavily rooted in outlook and we get direct emails from our client base on frequent basis, being able to shoot an email to a gainsight email address like with Salesforce Chatter would be incredibly useful.
Thanks in advance!
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To you questions:
1. This is what I was imagining with an addition to a rule that would allow "email created" CTAs to be set with specific due dates.
2. My personal use of this would not be to constantly update the CTA using the email feature, it would simply be to create CTAs on the fly based on emails I get from my customer base.
3. Image stripping would be fine, I think that would just clutter things.
4. I am currently testing out the salesforce for outlook plug-in which theoretically will allow us to create tasks from email, then from there we could use the rules engine to identify and create CTAs around these tasks.
Will keep you posted on updates on this.
It would be helpful to be able create CTAs/tasks directly from an email in Gmail. Perhaps a rules based "suggest a CTA" which looks for emails from key deployment contacts, and auto-populates the account/relationship, and task name based on the email subject.
I would strongly recommend this as a feature for Gainsight.
Thanks,
Denim
I am more thinking about CTA or Timeline tasks updates instead of creating them.
"Is there a way in GS to
automatically log an email into an account as a closed CTA or event like in
SFDC. In SFDC when you send an email you can have it attached as a note in the
contact record automatically?"
Hey,
I see this is a very old request, and has quite a few upvotes. My team is also very interested in this option. Any chance that it’ll be in the roadmap anytime soon? :)
Thanks,
Tal
This could be cool as an add-on to the email plugin!
Yes exactly@gunjanm !
All, we currently don’t have any plan for this but I will redirect this to the email assist team for future consideration. Thanks.
cc@chethana
Hello All,
we have this feature in our roadmap, which will allow convert any email to CTA.I will keep you posted once it is prioritized.
Hi team,
The Cockpit team does not have this on the short-term roadmap, but from comments, I can see that the GS Everywhere team was working on something. I am going to check with the GS Everywhere team and update this thread.
Thanks,
Monica
Hi team,
The Cockpit team does not have this on the short-term roadmap, but from comments, I can see that the GS Everywhere team was working on something. I am going to check with the GS Everywhere team and update this thread.
Thanks,
Monica
Hi! Are there any updates on this topic somewhere? (probably it’s in the another place where I haven’t searched yet, because I see this one topic initially is pretty old)
Hi Team,
Good Day !!!
Any updates on this feature ?
Hello Team - I see this has been a long pending ask and something that would greatly help. We could look into, however this will need prioritisation. I will keep this group posted when it gets picked up for development.