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Contributor ⭐️
May 5, 2020
Released

Bi-directional syncing of contacts

Related products:CS Other Features
  • May 5, 2020
  • 17 replies
  • 619 views

Hi

We would like the ability to add new contacts and update existing contacts in Gainsight, and to push the new/updated information into Salesforce. CS owns contacts post-sale; having accurate contact information and an efficient contact update process is critical for the org.

Thank you.

    17 replies

    inagar
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    January 4, 2023

    Hello @john.cowles @christian_auner  @TalAmor @Erseburse @Genbiw 

    Gainsight to Salesforce Real time Bi-Directional Sync is currently in beta which means now you can sync Accounts , Contacts and Cases in both direction between Gainsight and Salesforce.

    Do let me know If you are interested to take part in this beta.

    john.cowles
    Helper ⭐️
    January 4, 2023

    We just launched our rule based sync for this last month, but I am interested in this if it can replace what we have in a more simple way.

    When is the target release for this feature and is there any documentation we can review on it yet?  

     

    inagar
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    January 5, 2023

    @john.cowles  setup for this integration is quite simple and easy to manage. 
    Our Ops team will be sharing a consent form to enable this Beta in your org ,which will have the support document for reference.

    inagar
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 1, 2023
    IN DEVELOPMENT→Implemented
    Contributor ⭐️⭐️
    February 12, 2023

    @inagar can you please add me to the beta?

    anirbandutta
    Expert ⭐️
    February 13, 2023

    @inagar can you please add me to the beta?

    @Cornelia could you pl take care of formalities here

    It's an opportunity for engagement
    inagar
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 13, 2023

    @evan.robinson .. this feature is now available to all instances in US and EU datacenter, you should be able to configure the job.. here is the support document for same, do let me know if you want some assistance in this 
    : https://support.gainsight.com/Gainsight_NXT/Connectors/Connectors/CRM_Integrations/Gainsight_to_Salesforce_Real-Time_Sync