![]() ![]() ![]() Pendo’s integration is based on importing data from, and pushing to, the same Salesforce object. ![]() Pendo has the ability to read and write from any Salesforce object, so it is possible to push product data directly to the Gainsight Usage Data Object or other objects, but we do not recommend that approach. The Salesforce sync allows data to be passed back and forth from Pendo to Gainsight without any special connectors or API calls. Salesforce fields are pulled into Pendo as visitor or account metadata which can be used to define user segments, and target in-app messages. Usage data from Pendo is pushed out to Salesforce fields to be incorporated in broader measurements, and sales / customer success workflows. This feature allows Pendo to read and write from any Salesforce object. The Gainsight integration is powered by Pendo’s Salesforce sync. Pendo Salesforce integration setup instructions are available here.Installation links and guides for Gainsight are available on the Salesforce Appexchange and can be found here.The Gainsight managed package must be installed and active, and the Pendo integration setup in the same Salesforce environment.If you wish to work with Gainsight Services to have this set up for you, please contact Gainsight Support for pricing. This integration requires Salesforce Integration access as part of your Pendo contract.Īll steps outlined in these instructions can be completed by a Gainsight Admin (no coding necessary). Customer outreach can be targeted based on upcoming renewals, churn risk, onboarding status, NPS / survey responses, and even their behavior in-application. At the same time, Pendo’s in-app guides allow customer success managers to extend customer campaigns directly through the application with targeted one to many communication. Key measurements such as login frequency, time in the application, features used, and total number of users per account can be added directly into Gainsight. Using the Integration with Pendo, Gainsight users can augment their customer data with detailed usage behavior directly from the application. ![]()
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