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GUIDEcx Platform

This channel is dedicated to those who provide customer onboarding experiences powered by GUIDEcx and would like to learn, connect, and grow with others that use GUIDEcx.

158 Topics
bobm
bobmEmployee
posted in Integrations Hub
GUIDEPost: Calendly Integration Features

Q:  I’d like to learn more about the GUIDEcx Calendly IntegrationA:  Per Jeff Johnson, Technical Services Manager: Our integration with Calendly is great for keeping your team members informed of meeting details and automatically marking tasks as Done. Instructions for downloading and turning on the integration are available in our knowledge center at: https://help.guidecx.com/en/articles/7987266-calendly-recipes Calendly integration setup and feature:Setup: Before enabling the integration, you will create a GUIDEcx custom merge-tag named 'Calendly Invite Link', and include it within one of your task descriptions in your GUIDEcx template. And within the recipe you'll enter your usual Calendly invite link. Features: The integration will detect when a new project is created and populate the merge-tag with a project-specific Calendly invite link. When the task assignee receives the assignment email from GUIDEcx, they will  click the link and schedule a meeting in Calendly as usual.  Th

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bobm
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Calendly Integration

🗓 Our Calendly integration is here to help you automate scheduling with your customers! Spin up a project-specific Calendly link that can be added to template or project tasks  Customers can take direct action from task assignment emails to book a meeting in Calendly Once a meeting is booked, the GUIDEcx task is automatically marked as completeCheck it out →  

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emaynez
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Google Forms Integration

Automate the collection and storage of data for a more personalized customer onboarding experience with our Google Forms integration! 🎉Spin up a project-specific Google Forms link that can be added to tasks as a merge tag Customers can take action from task assignment emails, and once a form is completed, the GUIDEcx task is automatically marked “Done” Form questions and answers are added to the project as a new noteThrough Recipe Builder, you can customize the Google forms integration even further by using form responses to trigger additional actions. For example: Mark unneeded tasks as N/A Create new tasks Send Slack messagesCheck out our #integrationoftheweek ---> 

2010
staceyhatch
S
sheila.smithNew Participant
asked in Integrations Hub
Need to get the opportunity name into the GuideCX project

Anybody successfully pull the opportunity name into the GuideCX project?  My project is kicking off in SF, but the opportunity name isn’t coming over.  I would also like the default project  type to be external - it currently defaults to internal.   

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chrishaleua
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Zendesk Integration

Have you seen our new Zendesk integration? 🌟Keep your support team customer focused, working in the system they’re most comfortable, while keeping implementation managers informed on ticket progress! Push GUIDEcx tasks into Zendesk as new tickets Sync comments and notes between the systems Push status updates back into GUIDEcx (ex: when a ticket is resolved, the task is automatically marked complete in GUIDEcx)📹 Check it out ---> 

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staceyhatch
emaynez
emaynezCommunity Manager
posted in Integrations Hub
Iron Chef America: Recipe Builder Edition

What if we held a competition in the style of Iron Chef America where there was a crowned winner. The goal would be to build the best recipe you can come up with using GUIDEcx recipe builder.  Like this post if you’d be interested and I can put it together!

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emaynez
emaynez
emaynezCommunity Manager
posted in Integrations Hub
New to recipe builder? Check out this course!

If you are new to using the GUIDEcx Recipe Builder we strongly recommend checking out GUIDEu for the recipe builder training where you can learn everything from installing prebuilt recipes to building your first recipe from scratch.How to get there:  Log into GUIDEcx Click on Support Buoy icon (Bottom left corner) Click on the GUIDE university tile Select Product Specific Training Enroll in the Recipe Builder Training! Cook up your first recipes!

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emaynez
emaynez
emaynezCommunity Manager
posted in Integrations Hub
Introducing the Recipe Builder Training

We are so excited to announce the release of the Recipe Builder Training! If you haven’t heard about what the Recipe Builder is, you can learn more here!To access the training:Log into GUIDEcx Click on Support (bottom-left corner) Click on GUIDE University Select the Recipe Builder TrainingIf you’d like to get the recipe builder turned on to play around with it, please reach out to your GUIDEcx CSM!

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emaynez
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