Sync Revo with your Gainsight for customer success management, analytics, and engagement tracking.

What It Is

Revo connects to your Gainsight CC account to read customer health scores, success plans, timeline activities, and account data, then transforms your customer success operations into searchable, actionable intelligence that powers retention and expansion.

What It Unlocks

• Search your entire Gainsight workspace using natural language across all customer accounts, health scores, success plans, CTAs (calls-to-action), timeline activities, and engagement metrics
• Auto-sync customer data with Revo's intelligence modules, health trends, renewal timelines, engagement patterns, and success milestones
• Cross-reference Gainsight data with Intercom support tickets, Slack discussions, sales calls, product usage (Mixpanel), and user feedback
• Trigger workflows based on Gainsight events like health score changes, CTA creation, renewal dates approaching, or engagement milestones
• Auto-generate insights from customer success data, detect churn risks, surface expansion opportunities, and track CSM effectiveness

How to Use It for Emails

When drafting email replies, Revo automatically pulls relevant Gainsight context:

• "What's the health status of Customer X?"
  
  • → Revo checks Gainsight for current health score, recent activities, open CTAs, and risk factors
• "When is Account Y's renewal?"
  
  • → Revo searches renewal timeline, pulls contract end date, health trend, and recent engagement history
• Includes source links to Gainsight customer records and success plans so recipients can see full account context

Result: Emails grounded in real customer health data, no more "I think they're doing fine" or missing renewal deadlines.

How to Use It from Chat

Ask questions directly in Revo:

• "Which customers have red health scores?"
• "Show me all accounts with renewals in the next 30 days"
• "What CTAs are assigned to User X this week?"

Revo searches across Gainsight accounts and activities, delivering answers with health scores, timeline links, and account details.

How to Use It in Workflows

Trigger workflows FROM Gainsight:

• Health score drops to red
  
  • → Pull account context and recent activities
  • → Cross-reference with product usage (Mixpanel) and support tickets (Intercom)
  • → Create escalation CTA
  • → Notify CSM and account team
  • → "Customer X health critical, usage down 40%, 3 open support tickets"
• Renewal date within 60 days
  
  • → Analyze health score, engagement trend, product adoption
  • → Draft renewal email with ROI stats
  • → Schedule QBR
  • → Notify sales and CS
  • → "Account Y renewal approaching, health green, prepare contract"
• Success milestone reached
  
  • → Detect customer achievement (onboarding complete, usage target hit)
  • → Trigger celebration email
  • → Update timeline
  • → Post to #customer-success
  • → "Customer Z reached 1,000 active users, send case study request?"

Update Gainsight FROM other sources:

• Support ticket escalated (Intercom)
  
  • → Create at-risk CTA in Gainsight
  • → Link ticket details
  • → Notify CSM
  • → Update customer timeline with incident context
• Product usage spike detected (Mixpanel)
  
  • → Log positive engagement activity in Gainsight timeline
  • → Boost health score contribution
  • → Flag for expansion conversation

Generate insights FROM Gainsight:

• Weekly customer health report
  
  • → Query health score distribution, at-risk accounts, open CTAs
  • → Post to #customer-success
  • → "5 red accounts, 12 yellow, 3 new escalations this week"
• Churn risk analysis
  
  • → Identify patterns in red/yellow accounts (low engagement, missed QBRs, product adoption gaps)
  • → Generate action plan
  • → "8 accounts show churn signals: low usage + no exec engagement in 90 days"