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kate_popp
Contributor ⭐️⭐️
May 28, 2015
Released

Add Cockpit integration for Google Calendar (or similar service)

Related products:CS Data Management & Integrations
  • May 28, 2015
  • 41 replies
  • 988 views
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically:

- see our time-based CTAs inside of our calendar already.
- log our calendar-based events as CTAs.

    41 replies

    elaine_cleary
    Helper ⭐️⭐️
    May 28, 2015
    I love the idea of some type of CTA/calendar integration, Kate.  I've had a few other customers bring this up so thank you for posting!
    emma
    Contributor ⭐️⭐️
    May 28, 2015
    Love it - we use outlook and salesforce has outlook integration, so it doesn't seem like too far of a stretch...
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 29, 2015
    Great ideas! Along with the integration use cases you mentioned, we are also reviewing other calendar and email integration options like sending emails and scheduling meeting from cockpit. 

    Do let us know what you think about
    1) Being able to send emails to customer by picking the content from an email template and having that information tracked under a CTA. Imagine having a template applied automatically via a Playbook for a CTA corresponding to a positive NPS response, asking for a referral.
    2) Being able to schedule meeting with your customers from your Event type CTAs like EBR without having to do a lot of to and fro email communication. 
    kate_popp
    kate_poppAuthor
    Contributor ⭐️⭐️
    May 29, 2015
    That would definitely help, too!
    darkknight
    Expert ⭐️
    October 19, 2015
    We also use Google Calendar. This would be a big help.
    Jeff Kirkpatrick
    jennifer_kirkland
    Contributor ⭐️⭐️⭐️
    December 6, 2015
    My team is also in agreement on this!

    Sidhu, to weigh in on your questions in our environment:

    1) Yes!  We would also benefit if we have the ability to edit the template prior to sending and having it log as a CTA.  My team is having a very difficult time adjusting to not having email visibility in Gainisight. If there are known community topics that cover custom email communication, please let me know.

    2) Can you clarify? When I read it my mind goes straight to automating available office hours in an email template which would be AMAZING. I know there are third party products that do dynamic scheduling, but we just need our current availability populated in our email messages - not the ability for a client to book the time themselves.

    Thank you!

    Jennifer
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    December 8, 2015
    Thanks for the additional notes Jennifer.

    Your thinking about the scheduling is right. We are thinking about something on the following lines -
    • We will allow you to share your current availability to a customer (one or more contacts within a customer) via email
    • We will make it easier for everyone in that email to select a slot (from the slots sent in this email)
    • We will then allow send email invite from a common slot that is selected
    kiersti_felska
    Contributor ⭐️⭐️⭐️
    December 15, 2015
    we use outlook 365
    sam_leonard
    Contributor ⭐️⭐️⭐️
    March 25, 2016
    Bumping this thread because I've already gotten this feedback from my team and they'd kill for this functionality. Is there any update with regards to timing for something like this?
    nicole_mendonca_6a33dc
    Contributor ⭐️⭐️
    May 19, 2016
    My team is kean on this as well!!