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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

    darkknight
    Expert ⭐️
    April 6, 2018
    I agree with a sync between calendar and Cockpit for scheduled meetings - but I think for ALL CTAs/Tasks that would be overkill. The Cockpit is designed to be their day to day "to do" list.  
    Jeff Kirkpatrick
    dstokowski
    Gainsight Employee ⭐️⭐️
    May 4, 2018
    In SF, you are able to sync calendar invites with SF and it creates open activities. In Gainsight, would it be possible to have those activities that are created in SF pushed to GS? (because we understand Outlook to GS is not possible at this time)
    jackie_cofield
    Contributor ⭐️⭐️⭐️⭐️
    June 8, 2018
    My team would love this too Denise - we use Google Calendar. Any ideas to implement something like this with Google Calendar?
    faelan_herriott
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 4, 2018
    Another +1 on this. One of our Onboarding CTA's is to book a call with the client, do we need to book that call in G calendar and then go to the CTA and tick it as complete? 
    preston_walker
    Contributor ⭐️
    July 27, 2018
    This would be excellent for my team.
    Additionally, with a Google Calendar integration, Gainsight could list the accepted meeting invitees to a Timeline meeting event. Perhaps it could also email the CSM after the meeting, prompting a reply (with meeting notes) that could be added to the meeting event in Timeline.
    joe_baxter
    Contributor ⭐️
    August 22, 2018
    Folks don't want to have to maintain multiple calendars or enter data multiple times for the same events...and as much as I like Gainsight and I do...it cannot replace my personal calendar that I use daily...integration using industry standard connectors or file formats would be HUGE! Please :-) 
    ian_pearthree
    Contributor ⭐️⭐️
    August 30, 2018
    The first suggestion in this thread is 3 years old. Is there any update? It seems like an easy win to have no updates over the course of three years. As someone tasked with implementing Gainsight for professional services, scheduling is the bare minimum functionality I would desire.
    link_black
    Gainsight Employee ⭐️⭐️
    September 5, 2018
    One of my customers also requested similar functionality.  In their case, they would like (some) CTA tasks with due dates to be automatically added to their Google Calendar.  Does anyone have a good solution/workaround to share with the Community?  Thank you!
    -- Link
    john_apple
    Expert ⭐️
    September 21, 2018
    We use a product called Calendly to share CSM availability with customers for various purposes (one-offs as well as QBR type meetings). This integrates with Outlook, O365, Google, and iCloud. We are sending the unique calendar link per CSM in Email Assist or with an Outreach. Once the customer schedules a meeting with the CSM it would be helpful to have that tied back to the CTA or log that in Timeline with an Activity CTA for the same day as the meeting. Then the could use that CTA or Timeline event to log information from the meeting. 
    amber_2f29e1
    Contributor ⭐️⭐️
    October 5, 2018
    This is also a common request across our CSM team to cut down on admin time within the tool. We are still working on Gainsight adoption and this would be huge step in the right direction!