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jen_pakravan
jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
April 6, 2018
Released

Integration between Timeline Activities and Google Calendar

Related products:CS Timeline & Activity Tracking
  • April 6, 2018
  • 35 replies
  • 2436 views
We have a use case where it would be helpful to see in Gainsight all of the upcoming customer calls/onsites, which we typically have stored in individual CSM calendars. Is there a way to do this presently in the system? If not, I know there's an ongoing thread about CTAs and GCal integrations that I think is similar (and not redundant) to this request.

      35 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      April 10, 2018
      @Jen,We understood your context. We have planned a lot for Timeline enhancements in 2018. 

      Changing this to an Idea post and redirecting this to our Product Team.

      Thanks for posting 🙂
        jackie_cofield
        jackie_cofield
        Contributor ⭐️⭐️⭐️⭐️
        June 8, 2018
        A use case we had an idea for that would be tremendously useful from an integration would be taking the time, attendees, title, and the agenda description from our calendar and create a timeline entry out of it. 

        Thoughts?
          joe_baxter
          joe_baxter
          Contributor ⭐️
          August 22, 2018
          Any updates on Calendar integration in any format? Even if we could either export an .ics file from Timeline into our Calendar apps or conversely push from our calendars and import an .ics file into Gainsight Timeline that'd be great. Any news???

            steve_kelly
            steve_kelly
            Contributor ⭐️
            January 2, 2019
            Is there any update for plans in 2019 related to a Timeline & Calendar sync? Thank you!

            einat_pick
            einat_pick
            Contributor ⭐️⭐️⭐️⭐️⭐️
            February 5, 2019
            Please consider similar fucntionality to: https://smartcloudconnect.io/features/

            sai_teja_reddy_nv
            Gainsight Employee ⭐️
            sai_teja_reddy_nv
            Gainsight Employee ⭐️
            June 4, 2019
            @jackie_cofield With the new GS Mobile App for iOS (Gainsight) in place, we have introduced Calendar Integration where we are supporting Google/Outlook.

            We are notifying organizer, 10 minutes before the event through a push notification. Clicking on notification shows, Summary of the Customer and a pre-filled meeting activity which you can log with necessary notes.

            Notification to other internal attendees of the event is currently under development.

            This feature is currently not available in Web.

              jpmehlhaff
              Contributor ⭐️⭐️⭐️
              July 26, 2019
              If you were to close out the app, is the timeline activity saved in your drafts? The notification is great, but CSMs are most likely taking notes on their laptop vs phone during a meeting.

              Also, is the same functionality for web currently on the roadmap?

              sai_teja_reddy_nv
              Gainsight Employee ⭐️
              sai_teja_reddy_nv
              Gainsight Employee ⭐️
              July 29, 2019
              @jpmehlhaff

              For your first question, if you were to close out the app while you are adding some notes to your timeline meeting draft, click on cancel icon (X), and then select Save Draft. This will save your timeline activity in the drafts section which you can access it from Timeline/drafts section in Mobile/Web. If in case you want to close the app by swiping it out without doing the above tasks, your content will not be saved. You should again create a new activity by going to respective notification in Notification Center. Hope this answers your question.

              And for the roadmap items, @manu_mittal is working it. We want to bring in Calendar Connection as a source to web which would enable different usecases across product (Like Cockpit Calendar Integration).

              Please let us know if you have any questions

                aoconnell
                Contributor ⭐️⭐️⭐️
                September 11, 2019
                It would be great to know when this will be available for web!

                srh_bsft
                Contributor ⭐️
                February 26, 2020

                @sai_teja_reddy_nv  What is the update on the calendar connection? This is is something that is crucial for my company and would help avoid us from churning. 

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