I'm seeing more and more that customers look to create CTAs off of stage changes in Gainsight. This is both for Customer and Relationship level.
I feel that we should productize the ability to automatically create a CTA (and maybe do other actions) when these changes happen. There is a limitation in the product today where you can't use old value and new value fields in rules engine from SFDC history tracking objects. There is a workaround by copying the old value to another field but this is extra work for something that a very high amount of customers do.
Note that this also shows the need for a standard stage and status field on the Relationship object.
You can create an event like how you can post a case closure event. Refer here for the code snippet and trigger configuration. This can be used in Advanced outreach only. :(
We need the ability to create a CTA as part of adv outreach to achieve this.
We need the ability to create a CTA as part of adv outreach to achieve this.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.