Integration (In-App Business User Version)

List of Available Integrations
This is the list of Systems we connect with; Available immediately These systems are available to integrate to and from right away! CRM Dynamics...
Thu, 19 Aug, 2021 at 3:49 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 this...
Tue, 25 May, 2021 at 1:47 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 your...
Tue, 25 May, 2021 at 1:53 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 need to...
Tue, 25 May, 2021 at 2:04 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 an...
Tue, 25 May, 2021 at 2:13 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 configu...
Tue, 25 May, 2021 at 2:15 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 aspec...
Tue, 25 May, 2021 at 2:18 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 May, 2021 at 2:34 PM
Multi-object data pulling (workaround)
Many CRMs do not allow you to simultaneously pull data from multiple objects. This is why you can only select a single object when setting up your integr...
Tue, 25 May, 2021 at 2:42 PM
Integrating with HubSpot Marketing
Introduction Integrate your HubSpot Marketing System with your CustomerGauge system so that you can send surveys to your HubSpot contacts, and push those...
Wed, 26 May, 2021 at 10:11 AM