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Kayleen.lillard
Contributor ⭐️
March 23, 2021

Connect CTAs to Gainsight Assist

  • March 23, 2021
  • 30 replies
  • 729 views

Would it be possible to tie Outlook emails to specific CTA’s? I would like to be able to log email tasks directly into Gainsight as a CTA. Alternatively, it appears that Timeline items are not connecting to CTA’s. I have tried to log the email request in Timeline and then tie it to a specific CTA, but to no avail. 

    30 replies

    chethana
    Expert ⭐️
    March 25, 2021

    Hello @Kayleen.lillard 
    This is part of roadmap, i will keep you posted about the updates about this.

      sarahmiracle
      sarahmiracle
      VIP ⭐️⭐️⭐️⭐️⭐️
      June 21, 2021

      @chethana any updates on this request? Our CSMs utilize Gainsight Assist Gmail plug in frequently and love the feature, but as we leverage CTAs more it would be very useful if the logged emails from GS Assist in Gmail could tie back to a CTA to appear in the CTA timeline.

      Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
        chethana
        Expert ⭐️
        June 24, 2021

        Hello @sarahmiracle 

        We are still picked this up. we have this in our radar for medium term roadmap.

          RobertDrouhard
          Contributor ⭐️⭐️
          October 28, 2021

          Yes, please implement this! Having to Copy-Paste an email to a timeline entry manually is a big time sink, when you already have an Outlook plugin. I wouldn’t even care if all I could do is search for a CTA in Gainsight Assist, attach the email, then have to go in and make any needed changes.

            rcreamore
            Contributor ⭐️
            October 28, 2021

            This would be really important for us as well.  Thank you. 

            taylorklekamp
            Contributor ⭐️⭐️⭐️
            July 8, 2022

            This would be helpful for our team! Are there any updates on where this sits on the roadmap?

            anirbandutta
            anirbandutta
            Expert ⭐️
            July 11, 2022

            @manu_mittal would you be able to share an update here?

            It's an opportunity for engagement
            gsanchez
            gsanchez
            Contributor ⭐️⭐️
            January 23, 2023

            My team is also requesting this, so I wanted to check in to see if there was an update?

              anirbandutta
              anirbandutta
              Expert ⭐️
              January 24, 2023

              +@arunabhat 

              It's an opportunity for engagement
              arunabhat
              arunabhat
              Contributor ⭐️⭐️⭐️⭐️
              January 24, 2023

              This is currently not on the roadmap for FY24 but will add this to the backlog and do an initial assessment. We will be able to pick it up when other organization level priorities are straightened out. Appreciate your patience! 

              cc @anirbandutta 

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