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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_teja_reddy_nv
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    February 27, 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. 

    Hello @srh_bsft , we are currently running beta program for Cockpit Calendar Integration (Google/Outlook), which will be available on Web. 

    For more details, please visit 
    https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434 

    And if you are looking at Timeline integration, we currently are supporting Pre-Meeting Notification in Gainsight Mobile App through Calendar. For more details, please visit
    https://support.gainsight.com/SFDC_Edition/Mobile/About/Gainsight_Mobile_App_Overview#Calendar_Connection

    Let me know if you need more details.

    Contributor ⭐️⭐️
    September 14, 2020

    I there any update on this? 

    Contributor ⭐️
    September 15, 2020

    @sai_teja_reddy_nv - neither of the resources you pointed to log calendar activities to the timeline as timeline activities.

    sai_teja_reddy_nv
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    September 18, 2020

    @sai_teja_reddy_nv - neither of the resources you pointed to log calendar activities to the timeline as timeline activities.

    Hi @MattC , the links I have shared are the features which are implemented using Calendar Integration. Coming to your ask, there is no feature which can do a direct sync of calendar events to timeline.

    If you are onboarded to Person model, you can connect your Google/Outlook account in Gainsight Mobile app which will send push notifications before any customer meetings. In that notification, you will get an option to Log Activity where few of the meeting’s details like Attendees, Duration, Company etc., are pre-populated and you just need to add any notes and log the same. More info here

    Hope this helps.

    sai_ram
    Expert ⭐️⭐️
    September 24, 2020

    @sai_teja_reddy_nv - neither of the resources you pointed to log calendar activities to the timeline as timeline activities.

    @MattC did you get a change to view the comments posted by @sai_teja_reddy_nv. Please let us know if you need any hep here.

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 22, 2021

    Any updates on this?  We’d really like to have two way sync between Timeline and Google Calendar.  We aren’t heavy users of CTAs, so the CTA sync doesn’t do much for us.  Thanks!

    cmultanen
    Helper ⭐️
    March 5, 2021

    +1 this would be massively helpful for our CSM team. 

    iainr
    Contributor ⭐️⭐️⭐️⭐️
    March 17, 2021

    This is also very important to us. We have regular recurring calls with customers, and would love to have the ability for timeline entries to be automatically created for future instances of calls so that we can drop agenda items into these in the lead up to the call.

    Also, automatically syncing through details from the calendar such as date & time, attendee lists, meeting duration, and subject would be a huge time saver

    Contributor ⭐️
    April 16, 2021

    Making this feature available would ultimately save our users a tremendous amount of time since every timeline entry is manual at this point. Providing a calendar sync with timeline (especially for reoccurring activities such as meetings) would be tremendously helpful. Thanks for the consideration.

    bharland
    Contributor ⭐️⭐️
    July 28, 2021

    Our CSMs have been asking for this for a while and the support remains strong. It would really help highlight Activity Timeline’s value if it could see into their g-calendar (either one way or more optimally bi-directionally).

    Gainsight Admin and Sr. Business Systems Admin