Ability to update timeline when emails are generated

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  • Updated 4 weeks ago
Merged

This conversation has been merged. Please reference the main conversation: Logging emails by bcc in Timeline

We need the ability to automatically post to timeline from our emails.  The use case would be send an email to the customer and Gainsight timeline is automatically updated with this activity.  I see other conversations on this but would like to know where this enhancement is.
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Amanda Neil

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Posted 1 month ago

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Lila Meyer, Official Rep

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Hi Amanda,

What email system would your team use for this, or are you referring to emails sent from CoPilot/Adv. Outreaches/Email Assist?
(Edited)
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Amanda Neil

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We would love the ability to update from our Outlook email.  If we can add a GS email in the BCC and it post to the timeline or something similar that would be great!

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