- 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.
Outlook/Google Calendar integration to Automatically create a CTA
It seems more likely that while creating a CTA in Gainsight there could be a button to say "Add to Calendar" with the option to pull in contacts to include in the calendar entry and a prompt to send an invite.
There appears to be requests already for calendar integration https://community.gainsight.com/gainsight/topics/add-cockpit-integration-for-google-calendar-or-simi... but been a while since there has been an update.
Right now we're using BCC for Me a Chrome app that syncs in their BCC SFDC email and pulling in a custom object of all "Activity" to c360 but it doesn't look pretty and is hard to view.
I think displaying customer communication in one place and what's happening with the customer, is key. Would love to see this too!
This is not planned for fall release. I will update the ETA once we start scoping for the winter release.
Thanks,
Nitisha
This will not be available in winter release. I will post updates here once I have a tentative ETA.
Thanks,
Nitisha
Hello All,
This post of multiple request, let me update what is available right now and what is planned.
Currently available:
- Chrome plugin & Outlook add-in for Gmail & Outlook email respectively, which allows users to consume email templates in Gmail and log emails to timeline from Gmail.
- Syncing the CTA’s to user calendar, Gcal and Outlool calendar.
Planned:
- Chrome plugin and Outlook add-in for Gcal and Outlook calendar to log the events from calendars to timeline. Here is the glimpse of how it will look in Gcal.
Hello
We are yet to start working on this, plan is to start this starting coming quarter. I will keep you posted about updates.
Hi
Hello
Yes, we are planning to start in Q3 2021.
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