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berin_bezmen_9a2cd6
Contributor ⭐️⭐️⭐️
June 6, 2017
Released

Sync emails from Gmail to Gainsight/Timeline

Related products:CS Timeline & Activity Tracking
  • June 6, 2017
  • 12 replies
  • 217 views
We use Yesware to sync our emails with Salesforce. Yesware provides a "sync with SF" button which would be awesome to have for Gainsight. Our team uses Timeline very heavily and would be great if they could have their emails from gmail sync into Timeline and log it as an email activity. If this is not available, is there a way to sync emails from Gmail to Gainsight directly (without having to sync to SF and then run a report in Gainsight on the SF activity)

12 replies

nitisha_rathi
Expert ⭐️⭐️
June 15, 2017
Hi Berin,

Syncing emails to Gainsight is in our roadmap. ETA to be decided.

Thanks,
Nitisha
laura
Contributor ⭐️⭐️⭐️
August 9, 2017
where can i find information on this project/part of the roadmap? my team would love to hear about it.
nitisha_rathi
Expert ⭐️⭐️
August 11, 2017
Hi Laura,

Is it ok if I set-up a meeting with you and share our thought process? It will be great to get your feedback on it.

Thanks,
Nitisha
laura
Contributor ⭐️⭐️⭐️
August 11, 2017
yes, that would be great.
taylor_young
Contributor ⭐️⭐️
February 27, 2018
Any updates on this feature? Very important for our team!!
ben
Helper ⭐️⭐️⭐️
February 27, 2018
I agree with Taylor! We have had a multi-year struggle with not knowing all interactions. We'll have a CTA with email assist kick off and the CSM will send out an email. But corresponding replies and back-and-forth is out of their inbox. Some function to bring that back into Timeline (and ultimately SF Activity History) would be ideal.
-Ben
allison_elmer
Contributor ⭐️⭐️⭐️
May 15, 2018
Any update on this? It's really difficult to encourage CSM adoption if they constantly have to leave Timeline to review communication.
nitisha_rathi
Expert ⭐️⭐️
May 18, 2018
Hi,

This functionality is one of our top priority and we are making progress on it. Implementing it requires a lot of infrastructure work and we are in the process of making those changes. I will post updates here once I have more clarity on the release dates.

Thanks,
Nitisha
steven_lewandowski
Contributor ⭐️
July 24, 2018
Those are great news. Really looking forward to it. Remember call speaking about it during last years Pulse.
johnson_berry
Contributor ⭐️
September 26, 2018
Office Timeline is a timeline maker for professionals who need a better way to make and present project plans, Gantt charts, and timelines to their staff.
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