We have a need to use some custom code rather than a standard email template. In other systems, we can accomplish this with use of their API. I am curious if Gainsight has an API, and specifically, allows functions associated with CoPilot or the Rules Engine. Our end goal would be to send outreaches using the API.
Page 1 / 1
Hi Ben, Currently we do not have an API for sending emails. Could you elaborate a bit more on what custom code you need to use vs a standard email template? Thanks, Gaurav
To add to Ben's post, within Microsoft Outlook there is a plugin that syncs Sent/Received emails to SFDC.
Is there a similar plugin or add-on for Gainsight? My CSMs are wondering if there's an easier way to log their sent/received emails rather than doing a copy/paste.
Thanks!
Is there a similar plugin or add-on for Gainsight? My CSMs are wondering if there's an easier way to log their sent/received emails rather than doing a copy/paste.
Thanks!
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.