New Update
Create Record
CRM

Custom Integrations with

Gainsight

Customer success & retention software.

Rating
Avg. Time to Connect
3m 45s
Avg. Integration Time Saved
8 weeks
Built with
SOC II Compliance
Triggers
Actions
New Customer Added
Trigger when a customer is added to the CRM.
Customer Health Score Updated
Trigger when a customer’s health score changes.
New Playbook Triggered
Trigger when a customer engagement playbook is started.
CSAT Survey Submitted
Trigger when a customer satisfaction survey is completed.
Churn Risk Detected
Trigger when a customer is flagged as a churn risk.
Customer Renewal Due
Trigger when a customer renewal is upcoming.
Lifecycle Stage Updated
Trigger when a customer's lifecycle stage changes.
Success Plan Created
Trigger when a new success plan is created for a customer.
Plus 100s more
Create New Customer
Add a customer to the system.
Update Customer Info
Modify customer details.
Assign Customer Success Manager
Assign a CSM to a customer.
Create Playbook Task
Create a task in a playbook.
Log Customer Interaction
Record a customer engagement.
Update Health Score
Adjust a customer's health score.
Create New Success Plan
Add a success plan for a customer.
Generate Customer Report
Export a customer success report.
Plus 100s more

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Scope

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