Clarizen Integration with Gainsight

Integrating Clarizen with Salesforce for Gainsight involves performing the following tasks:

BASIC SETUP

  1. Purchase and install the Salesforce integration app from the Clarizen Apps Marketplace and follow the integration steps outlined here.
  2. Install the and configure the Gainsight app from Salesforce AppExchange.
  3. Configure mappings.

 

DISPLAY GAINSIGHT DATA IN CLARIZEN

 

DISPLAY CLARIZEN DATA IN GAINSIGHT

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