Hi
We would like the ability to add new contacts and update existing contacts in Gainsight, and to push the new/updated information into Salesforce. CS owns contacts post-sale; having accurate contact information and an efficient contact update process is critical for the org.
Thank you.
Hi@jacqumul ,
You can currently use the “Load to Salesforce object” rule action to write data from the Gainsight Person model back to Salesforce Contacts. We do have real-time sync of Contacts to Salesforce in our roadmap as well.
Thanks,
Kunal
Hi@kunal_bhat ,
can you give an update on the real time sync of Contacts to Salesforce?
When can we expect a feature like this?
Thanks
Christian
Hey,
I see this message is from 9 months ago, can you share more information about the ability to sync contacts in real-time from Gainsight into SFDC? That’s very important for us.
Thanks,
Tal
Hi@TalAmor
This is work in progress, and is planned for the short term roadmap
We have a VCAM set to get feedback for the same. Registration
Would love to get your feedback and suggestions.
Thank you
Preethi
Hi@jacqumul @TalAmor
We have opened Real time sync from Salesforce to Gainsight as a controlled Beta as a part of the Jan release.
If you wish to participate in the Beta, do raise a Support ticket and we will add you to the Beta program
Thank you
Preethi
Hi@pgeorge ,
I have the same needs!
Best regards,
Hi@pgeorge ,
I’ve realized that we have no object Contact to be updated from Rules Engine → Load to SFDC Object
Could you help to resolve this?
Best regards,
I hope this helps.
Any update on this one?
Still looking for an easy way to sync contacts created in Gainsight back to Salesforce.
Hello@john.cowles @christian_auner @TalAmor @Erseburse @Genbiw
Gainsight to Salesforce Real time Bi-Directional Sync is currently in beta which means now you can sync Accounts , Contacts and Cases in both direction between Gainsight and Salesforce.
Do let me know If you are interested to take part in this beta.
We just launched our rule based sync for this last month, but I am interested in this if it can replace what we have in a more simple way.
When is the target release for this feature and is there any documentation we can review on it yet?
Our Ops team will be sharing a consent form to enable this Beta in your org ,which will have the support document for reference.
: https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Gainsight_to_Salesforce_Real-Time_Sync