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?
Please follow the below post for more details.
Will do!!! That is great news, thank you and apologies if this post caused any redundancy
Hello
We have already implemented this in our Chrome plugin and outlook add-in. Please see below documentation for details.
https://support.gainsight.com/SFDC_Edition/Email_Assist/Chrome_Plug-in
https://support.gainsight.com/SFDC_Edition/Email_Assist/Outlook_Add-in
https://support.gainsight.com/Gainsight_NXT/Email_Assist/Chrome_Plug-in
https://support.gainsight.com/Gainsight_NXT/Email_Assist/Outlook_Add-in
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