Can Gainsight CSQLs be triggered by something like a task or lead created in Salesforce? I am trying to see if Gainsight can solve for the other lead/ Add On requests that currently come in as tasks in SFDC.. Currently we use this mechanism to create a CTA, once a task is created in SFDC it triggers in Gainsight and a CTA is auto created from that SDFC task. So just curious is this can be set up with CSQL..
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Hi Gabriela,
We can trigger CSQLs in Gainsight by using the Rules Engine. In the Rules Engine, there is a specific action called "Load to GS Lead" that allows you to create and execute queries based on Salesforce data to meet your unique requirements. This action is particularly useful for building targeted queries that can load Salesforce data directly into Gainsight, helping you to automate processes like updating lead information, creating new leads, or enriching existing records.
Note: In CSQL, you will have a option to sync Leads / CSQLs created in GS to Salesforce’s opportunities or Leads. To avoid task records to be recreated in SFDC; choose Gainsight as a option in your CSQL settings.
For further details on configuring the "Load to GS Lead" action, and other options in Gainsight, refer to the official Gainsight support documentation or your CSSC / CSM. This resource provides step-by-step instructions and best practices.
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