GUIDEcx Platform

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:

🗓 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 →  

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 messag

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.   

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 ---> 

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!

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!

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!