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Google Forms Integration

  • August 8, 2018
  • 4 replies
  • 89 views

chris_hughes
Is it possible to integrate a Google Form questionnaire to Gainsight?  We want to help streamline our internal customer transition process (pre to post) with a questionnaire and currently don't see a way of doing this?

4 replies

azhar_uddin
  • Helper ⭐️⭐️
  • August 8, 2018
Hi,
Just asking a question to understand this more -
Should this questionnaire be visible to user on all pages or just specific areas of the app. ?

Thanks 


chris_hughes
  • Author
  • Contributor ⭐️⭐️
  • August 8, 2018
Specific areas, as an example Surveys I believe would be a great spot to place it.  The ultimate goal would be to have this sync to Timeline to provide transition notes for the CSM to see

azhar_uddin
  • Helper ⭐️⭐️
  • August 8, 2018
How different you see from our "Guides" we show within Gainsight for our customers?



However we don't allow this to be customized yet. :( 

chris_hughes
  • Author
  • Contributor ⭐️⭐️
  • August 10, 2018
So this would be internally focused.  When the prospect moves to officially a customer, there is an internal sync up to handle logistics, whos who and any information that is needed to be passed off to the CSM.  Ideally, we would have a way of integrating Google Docs, Forms, etc to generate a timeline update with all the relevant information.