As a CSM/Gainsight user, it would be incredibly handy to be able to send an email to my timeline directly from my email client (Outlook, Gmail). The users have requested the following:
A button that can be clicked that will allow for a “Company” lookup to Gainsight in order to flag the destination Account’s Timeline which will also auto-populate the users special Email to Timeline address.
Does anyone else think this could be a cool integration? Similar to the Opportunity Plugin?
Please follow the below post for more details.
https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-gmail-plug-in-for-chrome-37433
Will do!!! That is great news, thank you and apologies if this post caused any redundancy
Hello@keith_mattes
We have already implemented this in our Chrome plugin and outlook add-in. Please see below documentation for details.
https://support.gainsight.com/SFDC_Edition/Email_Assist/Chrome_Plug-in
https://support.gainsight.com/SFDC_Edition/Email_Assist/Outlook_Add-in
https://support.gainsight.com/Gainsight_NXT/Email_Assist/Chrome_Plug-in
https://support.gainsight.com/Gainsight_NXT/Email_Assist/Outlook_Add-in