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jason_baldree
jason_baldree
Contributor ⭐️⭐️
Mar 18, 2015 1:55 PM UTC

Integration with Influitive

We also use Influitive and would love to see an OOTB integration with Gainsight.  It would be nice on the C360 to see how customer contacts have interacted with Influitive - challenges completed, feedback provided, etc.

      8 replies

      nick_mehta
      Gainsight Employee ⭐️
      nick_mehta
      Gainsight Employee ⭐️
      Mar 19, 2015 4:55 AM UTC
      Awesome.  Influitive uses Gainsight and we can definitely do the integration via the Rules Engine.  Something we need to consider documenting formally.
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        kate_lukach
        kate_lukach
        Contributor ⭐️
        Mar 25, 2015 11:24 PM UTC
        Nick... Great talk today at Advocamp! Nice to connect with you here. I'd be really interested in this integration as well.
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        rob_loftus
        rob_loftus
        Contributor ⭐️
        Mar 30, 2016 7:17 PM UTC
        Has anyone set up an integration pulling in Advocacy metrics from Influitive into Gainsight?
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        smorrisgainsightcom
        smorrisgainsightcom
        Helper ⭐️⭐️⭐️
        Mar 30, 2016 7:22 PM UTC
        Hi Rob!

        I recently helped a customer bring in advocacy activity as a related list on the Customer 360 section.  Is this what you're hoping to achieve?

        If so, you will need to create an account lookup and a formula field that returns the account Id on the Advocacy Activity object.  You will then populate the lookup via a rule.

        As long as the Influitive data is being pushed to SFDC via the connector within the Influitive admin console, then you will see the data within Gainsight for use in rules and reports.  

        Let me know if you have any questions.
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          marie
          marie
          Gainsight Employee ⭐️⭐️
          Apr 5, 2016 2:42 PM UTC
          Scott's description is accurate - our recommended integration method is to leverage Influitive's Salesforce connector. We plan to revamp some materials that outline the steps to setup this configuration in the second half of this year (and also possibly utilizing Gainsight Vault).
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          steve_margulis
          steve_margulis
          Contributor ⭐️⭐️
          Jul 22, 2016 2:09 PM UTC
          Was this documentation ever completed? We recently set up Influitive and would like to pull Advocacy data into Gainsight.
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          ben_park
          ben_park
          Contributor ⭐️⭐️
          May 28, 2018 1:19 PM UTC
          Was this documentation completed? We also have influitive and are looking to set it up with Gainsight.
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          carolyn_dibuono
          carolyn_dibuono
          Contributor ⭐️⭐️⭐️
          Jun 28, 2019 11:10 PM UTC
          Hi all-

          I have a customer who is interested in bring in Influitive data. It sounds like this is definitely possible through the Salesforce connector, and I am curious to learn from those who have done this - what has been the most useful way you've been able to utilize this data in Gainsight?

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