Gainsight Integration

Segment makes it easy to send your data to Gainsight (and lots of other integrations). Once you've tracked your data through our open source libraries we'll translate and route your data to Gainsight in the format they understand.

Gainsight helps businesses reduce churn, increase up-sell and drive customer success. It integrates with salesforce to evaluate various sources of customer intelligence. Visit Website

Getting Started

When you toggle on Gainsight in Segment, we’ll start sending data to the Gainsight API for your account. Currently, Gainsight will send data from any one of our libraries.

To start pushing user data to Gainsight, toggle the integration on and add your Access Key. This key can be generated from the integrations page under the “admin” area in Gainsight.

Gainsight currently supports the following methods:


Gainsight needs a way to map Segment data to a Salesforce Account. That can be done via the Segment identify, group, or track methods.

Identify

To map your identify calls to a Salesforce Account, pass the Salesforce Account ID as a trait, like this:

analytics.identify('123', {
  accountId: 'o283h08fh2390f923uofu23',
  name: 'Jake Peterson'
});

This example is for Analytics.js. If you’re using a different Segment source check out our sources docs to see how identify calls work for your source.

Inside of Gainsight you’ll need to map the accountId to the Salesforce Account ID and Gainsight will handle the rest and collect any additional info you send in your identify calls and attribute them to the correct Account.

Group

To map your group calls to a Salesforce Account, pass the Salesforce Account ID as the groupId, like this:

analytics.group('555', {
  name: 'Twitter',
  url: 'https://twitter.com'
});

This example is for Analytics.js. If you’re using a different Segment library check out our source docs to see how group calls work for your source.

Track

Mapping your track calls to a Salesforce Account is only necessary if the user doing the event is not already identified or grouped. If the user is identified all their events will be picked up automatically.

If they haven’t been identified, pass the Salesforce Account ID as a property, like this:

analytics.track('Account Created', {
  accountId: 'o283h08fh2390f923uofu23',
  source: 'Invite',
  title: 'CEO'
});

This example is for Analytics.js. If you’re using a different Segment library check out our source docs to see how group calls work for your source.

Inside of Gainsight you’ll need to map the accountId to the Salesforce Account ID and Gainsight will handle the rest and collect any additional info you send in your track calls and attribute them to the correct Account.


Settings

Segment lets you change these settings on the Integrations page, without having to touch any code.

Access Key

It should be 36 characters long, and look something like this: 35a84f9e-7084-47a1-b8a5-593444e9e862.


If you have any questions or see anywhere we can improve our documentation, please let us know or kick off a conversation in the Segment Community!

Can receive data from
Mobile
Browser
Server