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New Idea

Integration with Trello

Related products:CS Data Management & Integrations
sam_buddery
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
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    • lane_h
    • Helper ⭐️
    • 319 replies
    • 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
    dan_ahrens
    1 person likes this
    • dan_ahrens
      dan_ahrens
    sam_buddery
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    • sam_buddery
    • Author
    • Gainsight Employee ⭐️⭐️
    • 54 replies
    • July 26, 2018
    Because as a Solutions Consultant a lot of these tasks are not customer centric. 
    dan_ahrens
    Forum|alt.badge.img+2
    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • 1984 replies
    • 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
    aditya_marla
    bradybluhm
    2 people like this
    • aditya_marla
      aditya_marla
    • bradybluhm
      bradybluhm

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