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sam_buddery
Gainsight Employee ⭐️⭐️
July 26, 2018

Integration with Trello

  • July 26, 2018
  • 3 replies
  • 51 views
Wouldn't it be awesome if open CTAs assigned to me could be sycned with a Trello board so that I can manage my CS tasks with the rest of the tasks that I manage within Trello.

 



Red areas are manual trello boards and yellow area is data populated from Gainsight Cockpit. 

Taking a step further would to be able to create CTAs in Gainsight directly from the Trello board by implementing a power up https://developers.trello.com/reference#power-ups-intro

    3 replies

    lane_h
    Helper ⭐️
    July 26, 2018
    Hi Sam, One question I have is why wouldn't you create manual CTAs for the Manual Tasks you are tracking in Trello?
    Director of CX and Scale Programs
    sam_buddery
    Gainsight Employee ⭐️⭐️
    July 26, 2018
    Because as a Solutions Consultant a lot of these tasks are not customer centric. 
    dan_ahrens
    Expert ⭐️⭐️⭐️
    July 26, 2018
    We recommend creating a "customer" that is the name of the company for tracking internal tasks. So within GonG, we have a "customer" called Gainsight. You can track non-customer centric manual tasks there. 

    I mean, Trello is nice and all, but let's get everyone using Gainsight whenever there is overlap! 🙂
    VP of Customer Success at Forcepoint