Hi @ml2019 - It will unfortunately most likely take a manual process for CSMs to update contacts. Either someone will need to update Salesforce or they can update Gainsight if it’s easier. For example, you could setup a bi-directional sync so that a CSM could update the checkbox in Gainsight instead of having to do it in Salesforce.
How are you tracking when a contact leaves? You can use Sponsor Tracking to alert when a contact has updated their Linkedin with a new job. Sponsor tracking can be triggered by promotions or volunteer or education updates so it does require human intervention to ensure the update is legitimate.
if you’re tracking sponsor exits in another way, you might be able to automate things more but I most often see these processes requiring human interaction because CSMs or Linkedin are usually the first to now when a contact leaves a customer’s org.
Hope this helps!
