Add Cockpit integration for Google Calendar (or similar service)
CS Data Management & Integrations
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically:
- see our time-based CTAs inside of our calendar already.
- log our calendar-based events as CTAs.
- see our time-based CTAs inside of our calendar already.
- log our calendar-based events as CTAs.
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Looking for this as well. We already use Lightning for Gmail but it just brings to SF, we need a way to sync in the way SF to Gainsight.
Hi Community! We have an exciting new feature Cockpit Calendar Integration that we are getting close to release and want to do some beta testing with some engaged end users. Please follow the below link for more details.
https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434#post38752
Hello Everyone,
This will be addressed in the 6.14 release for the NXT edition. This feature helps users view CTAs directly on their Google or Outlook calendars with our new Cockpit Calendar integration, to easily stay on top of their most important customer to-do’s.
Stay tuned for more details in the upcoming release notes…
Thanks!
[Update] Saw the last comment late! Not sure how can I delete this post of mine now.
Hi team.,
Wondering if there has been any update on this one. We also have the same use case of synching G calendar + Calendely (potentially) to schedule meetings > Action CTAs and Log Timeline activities.
Hello Everyone!
Happy to announce that your request has been considered and released as part of the v6.14 release. With our new Cockpit Calendar integration feature, view CTAs directly on your Google or Outlook calendars to easily stay on top of your most important customer to-do’s.
For more information on this feature, refer to the Cockpit Calendar Integration article.
This feature is implemented in the NXT version only.
Thanks for posting!
Any idea when there will be a calendar meeting sync with timeline meetings? The workflow would be pretty simple, if a calendar meeting is created or accepted and the creator of the calendar meeting or an attendee (if the calendar meeting is setup by the CSM) is a contact in a customer that is in gainsight then it will copy the meeting details as a new meeting within the timeline for that customer. That way the replication of logging a meeting in timeline would be taken out of the workflow.
Will this always be NXT only?