Gainsight
gainsight.comGainsight is a customer success platform designed to help teams manage customer relationships with confidence. It focuses on keeping customer data consistent and operational, so customer success and related teams can act on accurate insights across the customer lifecycle. By supporting structured records like people, companies, and custom objects, it helps organizations maintain a reliable source of truth as processes and relationships change.
With Gainsight connected, BOBs can continuously keep your customer database current—turning changes from across your connected tools into updated, structured records in Gainsight. Instead of manual data cleanup or chasing spreadsheets, BOBs maintain reliable profiles for people and companies and ensure your custom objects stay aligned with how your business actually operates.
This enables broader customer success use cases like maintaining an always-updated customer 360, reducing CRM/CX data drift, and supporting downstream workflows that depend on accurate customer attributes (reporting, segmentation, outreach readiness, and lifecycle actions). BOBs can also act as a data guardian—ensuring that when new workflow signals appear, the right Gainsight entities are created or updated to match those changes.
Available actions/events:
- Create or Update Person
- Create or Update Company
- Create or Update Custom Object
What can BOBs do with Gainsight?
Perform actions
- Create or Update Company
- Create or Update Custom Object
- Create or Update Person
- List Custom Object Options