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Bi-directional syncing of contacts


Userlevel 2
  • Gainsight Community new member
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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.


5 replies

Userlevel 5

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  

Userlevel 2
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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

Userlevel 3
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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

Userlevel 6

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

Userlevel 6

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

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