Replies posted by sai_teja_reddy_nv

6 Replies

jen_pakravan
Shoshin
jen_pakravanShoshin

Integration between Timeline Activities and Google CalendarPlanned

[url=https://community.gainsight.com/users/jackie_cofield]@jackie_cofield[/url] With the new GS Mobile App for iOS (Gainsight) in place, we have introduced Calendar Integration where we are supporting Google/Outlook. We are notifying [b]organizer[/b], 10 minutes before the event through a push notification. Clicking on notification shows, Summary of the Customer and a pre-filled meeting activity which you can log with necessary notes. Notification to other internal attendees of the event is currently under development. This feature is currently not available in Web.

32
J
Veteran Rookie
7 days ago
jen_pakravan
Shoshin
jen_pakravanShoshin

Integration between Timeline Activities and Google CalendarPlanned

[url=https://community.gainsight.com/users/jpmehlhaff]@jpmehlhaff[/url] For your first question, if you were to close out the app while you are adding some notes to your timeline meeting draft, click on cancel icon ([b]X[/b]), and then select [b]Save Draft[/b]. This will save your timeline activity in the drafts section which you can access it from Timeline/drafts section in Mobile/Web. If in case you want to close the app by swiping it out without doing the above tasks, your content will not be saved. You should again create a new activity by going to respective notification in Notification Center. Hope this answers your question. And for the roadmap items, [url=https://community.gainsight.com/users/manu_mittal]@manu_mittal[/url] is working it. We want to bring in Calendar Connection as a source to web which would enable different usecases across product (Like Cockpit Calendar Integration). Please let us know if you have any questions

32
J
Veteran Rookie
7 days ago
jen_pakravan
Shoshin
jen_pakravanShoshin

Integration between Timeline Activities and Google CalendarPlanned

@sai_teja_reddy_nv  What is the update on the calendar connection? This is is something that is crucial for my company and would help avoid us from churning.  Hello @srh_bsft , we are currently running beta program for Cockpit Calendar Integration (Google/Outlook), which will be available on Web.  For more details, please visit https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434  And if you are looking at Timeline integration, we currently are supporting Pre-Meeting Notification in Gainsight Mobile App through Calendar. For more details, please visithttps://support.gainsight.com/SFDC_Edition/Mobile/About/Gainsight_Mobile_App_Overview#Calendar_Connection Let me know if you need more details.

32
J
Veteran Rookie
7 days ago
shiv_kumar_katiyar
Gainsight Employee: Team Captain
shiv_kumar_katiyarGainsight Employee: Team Captain

Is it possible to have a calendar view for CTAs?Implemented

@colin_burns_c26524 and @shiv_kumar_katiyar , just sharing information on this if you haven’t received. https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434 This feature will be available in NXT soon...

5
jean.nairon
All Star
3 years ago
Jef Vanlaer
All Star
Jef VanlaerAll Star
asked in Cockpit & Playbooks

Google Calendar integration: automatic sync needed to use manual sync?

Hi @Jef Vanlaer , that’s correct. You should enable CTA Sync before proceeding with any kind of action w.r.t calendar.Reason being, CTA Sync is a feature on top of Calendar Integration and enabling/disabling the toggle is like enabling/disabling that feature. We may build few other integrations with Calendar in future as well, which might add another feature in that screen which users can enable/disable based on their requirement. Hope this answers your question. 

3
Jef Vanlaer
All Star
3 years ago
jen_pakravan
Shoshin
jen_pakravanShoshin

Integration between Timeline Activities and Google CalendarPlanned

@sai_teja_reddy_nv - neither of the resources you pointed to log calendar activities to the timeline as timeline activities. Hi @MattC , the links I have shared are the features which are implemented using Calendar Integration. Coming to your ask, there is no feature which can do a direct sync of calendar events to timeline.If you are onboarded to Person model, you can connect your Google/Outlook account in Gainsight Mobile app which will send push notifications before any customer meetings. In that notification, you will get an option to Log Activity where few of the meeting’s details like Attendees, Duration, Company etc., are pre-populated and you just need to add any notes and log the same. More info hereHope this helps.

32
J
Veteran Rookie
7 days ago

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