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denim
denim
Helper ⭐️
April 13, 2017

Sync CTA activity history from SFDC to Gainsight

  • April 13, 2017
  • 3 replies
  • 67 views
With the Saleforce Inbox plugin for outlook, we now have the ability to associate an email to the activity history of a CTA in SFDC; which is great. The problem is, this doesn't sync back to the CTA record in Gainsight. This would solve a big obstacle we are currently experiencing with keeping the flow of communication recorded in the CTA we are working out of in Gainsight. 

    3 replies

    tzundelgainsightcom
    tzundelgainsightcom
    Helper ⭐️⭐️
    April 13, 2017
    Thank you for posting this, Denim! Following our conversation on this topic this week, I'd like to get thoughts from Product Management and perhaps set up a call to further discuss your needs with them. It would be good to talk about the ideal workflow.

    Tracy
    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    April 20, 2017
    Hi Tracy,

    I will be happy to jump on a call to further discuss the use-case. Can you please help set-up the call.

    Thanks,
    Nitisha
    sarah_johnson
    sarah_johnson
    Contributor ⭐️⭐️⭐️⭐️
    May 10, 2018
    Hi, does anyone have an update on whether this is near-term roadmap or not?  Our end users have the same struggles.  There are many times that they go back and forth with our customers via Outlook (schools and districts) during onboarding and throughout their implementation, and they currently use SF IQ to sync those emails, periodically, back to SF Activity History.  But these activities don't then sync into Gainsight, so Gainsight is not truly the full view of all customer touchpoints that it should be.  It's really hurting our adoption of Gainsight.
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