Integration (In-App Business User Version)
This is the list of CRM Systems we connect with; Available immediately Salesforce (single object) Salesforce Native Integration (multi-obj...
Thu, 13 Feb, 2020 at 10:27 AM
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
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
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
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...
Wed, 28 Aug, 2019 at 11:22 AM
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
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
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 Feature Presentation Webinar - broadcast on 19 May 2016 and 26 May 2016.
Thu, 14 Jul, 2016 at 12:37 PM
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