Gainsight + Rocketlane

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.

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.

  1. When this happens...
    RocketlaneRocketlane
    Form Submitted

    Triggers when a form response is submitted.

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

    Create or Update Custom Objects

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Rocketlane triggers, actions, and search

    Account Created

    Triggers when a new account is created.

    Trigger
    Instant
    Try It
  • Rocketlane triggers, actions, and search

    CSAT Submitted

    Triggers when a CSAT response is submitted.

    Trigger
    Instant
    Try It
  • Rocketlane triggers, actions, and search

    Project Message Created

    Triggers when a new message is added in a project.

    Trigger
    Instant
    Try It
    • Changed Project Field

    Trigger
    Instant
    Try It
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gainsight logo

About Gainsight

Gainsightâ„¢ is a CRM that helps businesses build deep and lasting relationships with their customers.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Rocketlane

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

Related categories

  • Project Management