Gainsight + Rocketlane

Gainsight + Rocketlane integrations

Create or update Gainsight objects when new forms are submitted in Rocketlane

Enhance your project management system with this dynamic workflow. When a form is submitted in Rocketlane, it swiftly triggers the creation or updating of a custom object in Gainsight. This efficient process cuts down on manual data entry, allowing more focus on productivity. This practical system ensures timely updates to your Gainsight database, elevating your customer success measures.

When this happens...
Form SubmittedTriggers when a form response is submitted.
TriggerInstant
automatically do this!
Create or Update Custom ObjectCreate or Update Custom Objects
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Rocketlane and Gainsight

Discover other triggers and actions you can use with Rocketlane and Gainsight

Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It

- Changed Task Field
Trigger
Instant
Try It
- Account Name
Action
Write

- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search
- Object Name
- Action
  Required
- Update Key
Action
Write
- Object Name
  Required
- Action
  Required
- Update Key
Action
Write
- User E-mail
  Required
Action
Search

- Changed Account Field
Trigger
Instant
Try It
- Form Template
  Required
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- Project
  Required
Action
Write
- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
- Subject
  Required
- Notes
  Required
- Date
- Activity Type ID
  Required
- Company Name
  Required
- Relationship Name
- Relationship Type
- Internal Attendees
- External Attendees
Action
Write
Upsert Person
Allows the user to create/update a person with dynamic input fields
Action
Write
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
Action
Write

About Gainsight

Gainsight™ is a CRM that helps businesses build deep and lasting relationships with their customers.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

HelpHelp

Related categories

Project Management