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Email Integration for CTA Creation / Cockpit Integration

  • March 28, 2016
  • 2 replies
  • 73 views
tyler_leeds
It would be helpful to be able create CTAs/tasks directly from an email in Gmail. Perhaps a rules based "suggest a CTA" which looks for emails from key deployment contacts, and auto-populates the account/relationship, and task name based on the email subject.
    tyler_leeds
    J
    J

    2 replies

    sidhu
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    • sidhu
    • Gainsight Employee ⭐️
    • April 5, 2016
    Hi Tyler, 

    Thanks for posting! There is a similar idea already posted on the community https://community.gainsight.com/gainsight/topics/adding-a-cta-by-email. Let me know if your idea is the same as this other community post and I will merge these ideas. 

    By the way, I am a big fan of this idea and I have already up voted.
    gaurav_kotak
    tyler_leeds
    • tyler_leeds
    • Author
    • Contributor ⭐️⭐️
    • April 5, 2016
    Thanks for the reply. I think these are similar enough to be merged. I was thinking specifically of a gmail add-on, but could probably achieve the same result by just forwarding the email to a designated email address.
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