Gainsight + involve.me
Create or update Gainsight companies from new completed submissions in involve.me
Efficiently manage your involve.me submissions by connecting them to Gainsight with this workflow. When a new completed submission is received in involve.me, a company is created or updated in Gainsight, ensuring your customer data stays consistent and up-to-date. This process streamlines your operations and saves time by eliminating manual data entry.
Efficiently manage your involve.me submissions by connecting them to Gainsight with this workflow. When a new completed submission is received in involve.me, a company is created or updated in Gainsight, ensuring your customer data stays consistent and up-to-date. This process streamlines your operations and saves time by eliminating manual data entry.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!
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involve.me FunnelRequired
Try ItUpsert Person
Allows the user to create/update a person with dynamic input fields
Object Name
ActionRequired
Update Key
Object NameRequired
ActionRequired
Update Key
