Gainsight + Salesforce

Update and manage custom objects in Gainsight when fields on Salesforce records are updated

Keep your Gainsight and Salesforce records in perfect harmony. With this workflow, whenever a field is updated within a record in Salesforce, it immediately reflects in the custom object in Gainsight. This maintains consistency of data between the two applications and eliminates the need for manual syncing, saving you valuable time and reducing the chance for errors. An ideal solution for seamless data management!

Keep your Gainsight and Salesforce records in perfect harmony. With this workflow, whenever a field is updated within a record in Salesforce, it immediately reflects in the custom object in Gainsight. This maintains consistency of data between the two applications and eliminates the need for manual syncing, saving you valuable time and reducing the chance for errors. An ideal solution for seamless data management!

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    GainsightGainsight
    Create or Update Custom Object

    Create or Update Custom Objects

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Gainsight

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

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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