Salesforce Lightning for Outlook Integration
CS Timeline
Currently our CSMs can create email activities in Salesforce using Lightning for Outlook, or BCC'ing an email address. This functionality does not work with Gainsight, and we are requesting it as an enhancement. If Gainsight should truly hold all the notes and communication with the client, the CSMs should have an easy way to save emails and attachments from Outlook.
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And then once the Timeline entry is in the system - you can use rules to create CTAs, set health score, update other data, etc.
Looking forward learning what kind of integration you're working on.
thanks