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Email to Timeline Email Client Integration (plugin)

  • February 10, 2020
  • 4 replies
  • 95 views

keith_mattes
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As a CSM/Gainsight user, it would be incredibly handy to be able to send an email to my timeline directly from my email client (Outlook, Gmail).  The users have requested the following: 

 

A button that can be clicked that will allow for a “Company” lookup to Gainsight in order to flag the destination Account’s Timeline which will also auto-populate the users special Email to Timeline address. 

 

Does anyone else think this could be a cool integration? Similar to the Opportunity Plugin?

4 replies

sai_ram
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  • Expert ⭐️⭐️
  • February 14, 2020

@keith_mattes We are already doing this, this will be live soon. This request is in the beta phase. I will update here once we push to release. 

Please follow the below post for more details.

https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-gmail-plug-in-for-chrome-37433


keith_mattes
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  • Author
  • Helper ⭐️⭐️
  • February 14, 2020

Will do!!! That is great news, thank you and apologies if this post caused any redundancy

 


keith_mattes
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  • Author
  • Helper ⭐️⭐️
  • January 26, 2021

@sai_ram  any update on this one?


  • Helper ⭐️⭐️⭐️
  • February 16, 2021