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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
  • 991 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

    cara_brill
    Contributor ⭐️⭐️⭐️
    June 29, 2016
    We're also interested in google & outlook calendar integration- is there any update to this thread?
    osha_kondori_8ae084
    Contributor ⭐️⭐️
    September 15, 2016
    We would *love* to be able to send meeting invitations from the cockpit. I there any update on this thread? 
    ian_turner
    Contributor ⭐️⭐️
    October 6, 2016
    Yep - we're now starting to use regular scheduled CTA Events and having events in Outlook Calendar as well as in Gainsight would be a significant timesaver.....
    October 12, 2016
    Agreed, love to see this feature.  
    azuqua_bot
    Helper ⭐️
    October 18, 2016
    Azuqua (one of Gainsight's technology partners) offers an integration with Google Calendar that enables you to monitor for new CTAs and create an event in Google Calendar. We actually built the Google Calendar connector because this was such a big need for Gainsight's customers, so I hope you find it helpful! Feel free to get started now by signing up for a free trial at www.azuqua.com, or you can email me at gainsight@azuqua.com.
    hayley_ballerini
    Contributor ⭐️⭐️
    February 2, 2017
    We would also love this functionality. Specifically to be able to automate emails to the customer a few days before a call asking for agenda topics and confirming attendees. Is there any update on bringing it into the roadmap?  
    berin_bezmen_9a2cd6
    Contributor ⭐️⭐️⭐️
    January 11, 2018
    We would love to be able to sync success plan objectives and certain CTAs to google calendar as reminders. especially if a success plan was shared with a non Gainsight user and have objectives they need to follow up on, would love to be able to sync the tasks to their calendars 
    dan_ahrens
    Expert ⭐️⭐️⭐️
    April 4, 2018
    This reply was created from a merged topic originally titled Outlook/Google Calendar integration to Automatically create a CTA.

    Hi - an idea that was shared with my by one of my customers was related to creating CTAs automatically through Outlook/Google calendar integration. The use case is as follows:
    • CSM creates a calendar meeting request to their customer to schedule a meeting. While in the calendaring app, they have an option to click a button that will sync that meeting to a CTA in Gainsight.
    • The CTA will be created using relevant content from the meeting request (some details will have to be worked out as to how the correct customer is selected and how other mandatory fields are populated)
    • CTA is now ready to be actioned upon once the meeting is held and the notes are added to the CTA or chatter feed for that customer. 
    This would allow for reduction of an extra manual step and will especially assist in cases where customers do not have standing recurring meetings, but instead meet in an ad-hoc basis.
    VP of Customer Success at Forcepoint
    colin_burns_c26524
    Contributor ⭐️⭐️⭐️⭐️
    April 6, 2018
    Another customer here that is interested in this. My CSMs want all Cockpit CTAs and Tasks to show on their Google Calendar as required for that day or week.
    jen_pakravan
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 6, 2018
    We'd love it if this could also mean we'd be able to see upcoming customer meetings.