Using Gainsight with ZoomMate
Once an admin configures and installs Gainsight for Zoom, customer success managers and account teams can look up companies, manage success plans, log and track timeline activities, create and update CTAs and their tasks, view opportunities, and update relationships through conversational commands in ZoomMate. With 15 available tools, the Gainsight connector supports both pulling information from and pushing changes to your Gainsight CS instance.
Learn more about managing and using the Gainsight for Zoom app with other products.
Requirements for using Gainsight with ZoomMate
- Gainsight account with the appropriate permissions to access and manage the data you want to use
- Licensed user assigned a ZoomMate license with available AI credits
- Allow AI to perform tasks in third-party apps enabled
- Gainsight for Zoom app installed and configured for your Zoom account
- Zoom Workplace desktop app:
- Windows: 7.0.5 or higher
- macOS: 7.0.5 or higher
- Linux: 7.0.5 or higher
How to connect Gainsight within ZoomMate
- Launch ZoomMate.
- In the bottom-left corner, click the Settings icon
. - In the left navigation, under Customization, click Connectors.
- On the Discover tab, under Ready for use, search for Gainsight.
- Click Connect.
- Enter your Gainsight instance URL and sign in to your Gainsight account.
- Proceed with the authorization steps.
Once the app is added, you can complete Gainsight tasks directly in ZoomMate.
How to use Gainsight with ZoomMate
- Sign in to the Zoom desktop app.
- In the top right corner, click the ZoomMate icon.
- In the Write a message or type / for more field, click the add icon.
- Click the Gainsight app.
- Gainsight will be shown below the prompt field.
- Choose from the preset prompts or enter your own prompt and send it.
For more information, review the various actions that you can take with Gainsight in ZoomMate.
Various actions you can perform with Gainsight tools in ZoomMate
In ZoomMate, you can enter queries related to your Gainsight instance. The Gainsight connector provides 15 tools spanning the following categories. The following table provides a list of example queries you can use.
| Action | Usage examples |
|---|
| Companies | "Show me the Gainsight company matching 'Acme Corp'" |
| Success plans | "Fetch the success plans for company [company Gsid]" |
| Timeline activities | "Show the timeline activities for company [company Gsid], most recent first" |
| CTAs | "Create a CTA on company [company Gsid]: name 'Renewal risk', type 'Risk', priority 'High', due next Friday" |
| CTA tasks | "Create a task under CTA [CTA Gsid]: name 'Schedule call', status 'Open', priority 'Medium', due in 3 days" |
| Opportunities | "Return the first 3 Gainsight opportunities and tell me the stage of the first one" |
| Relationships | "Update relationship [relationship Gsid] and set its MRR to 1000" |
Data security and utilization
For more information on how data is secured within the integration, as well as how your data is used, please refer to the Gainsight for Zoom app documentation: