Integration (In-App)

List of CRM Systems
These are list of CRM Systems we connect with. 1.Salesforce 2. Microsoft Dynamics 3.Netsuite 4. Autotask 5. Sugar CRM 6. Hubspot CRM ...
Wed, 30 Aug, 2017 at 2:10 PM
Integration: Before you start
You can now import data into CustomerGauge more easily, as well as getting survey results out, with our in-app Integration feature. You will find th...
Tue, 25 Jul, 2017 at 10:16 PM
Integration: Authentication
The first step you will need to complete is Authentication. Depending on the system you wish to integrate with, you will be asked to either fill in yo...
Tue, 25 Jul, 2017 at 2:01 PM
Integration: Fields to pull
During the setup of your integration, you will need to match up data fields in your system with CustomerGauge fields. First of all, you will nee...
Tue, 25 Jul, 2017 at 1:54 PM
Integration: Pull criteria
Once you have authenticated your external instance and selected and mapped your Fields to pull, you will need to decide on your pull criteria - when ...
Tue, 25 Jul, 2017 at 2:09 PM
Integration: Fields to push
If you wish to push survey results back into your system, you will need to decide where the results should be saved in your system. This part is confi...
Tue, 25 Jul, 2017 at 2:13 PM
Integration: Confirmation
In the Confirmation step of the setup process, you will be able to review your configuration for each step of the setup process. Double check each asp...
Tue, 25 Jul, 2017 at 2:14 PM
Integrations Pull History & Diagnostics
The CustomerGauge Integration feature comes with functionality that gives you an overview of your successful and unsuccessful integration actions along w...
Tue, 25 Jul, 2017 at 10:18 PM
Integration: Webinar recording
   Integration Feature Presentation Webinar - broadcast on 19 May 2016 and 26 May 2016.  
Thu, 14 Jul, 2016 at 12:37 PM
Integration: 'association name' and where to find it (MSD)
If you are setting up a Microsoft Dynamics integration, you will be asked to provide the 'association name' in the 'Push Criteria...
Mon, 20 Mar, 2017 at 11:04 AM