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Have a question about how to use/troubleshoot the GUIDEcx Recipe Builder? Want to share an amazing recipe? Use this channel to learn with others!

  • 25 Topics
  • 55 Replies
25 Topics
annalise
annaliseNew Participant
asked in Integrations Hub
Tableau Reporting?

Hi friends! My leadership is wondering if we can integrate GuideCX with our Tableau reporting. In talking to our data scientist he said “we need to know if they have an API that we can access”. Is this possible? Has anyone ever integrated with Tableau? Is there another route that I am not aware of (not via the API?)  

642
annalise
2 months ago
Cara
CaraNew Participant
asked in Integrations Hub
Guide CX and Slack integration

I have intergrated Guide CX with Slack, created a new channel hoping that any internal notes added in Guide CX would appear in my newly created Slack channel to notify the right people to assist me in answering my customers questions. However this is not working. I followed what you showed on the video eg. #slack:cara but nothing came through. I’d also like to see how we can intergrate Hubspot to eliminate manual tasks and when a new customer signs wondering if this would trigger an automatic project set up in Guide CX?

1184
harrisclarke
3 months ago
rlundberg
rlundbergNew Participant
asked in Integrations Hub
Monday.com and GUIDEcx

I'm building a recipe that creates projects from a Monday board's sub items as opposed to the item. I want to push the project ID back to the Monday board's sub items after project creation, but the Board ID field does not accept any datapills for the “Update Item by ID in Monday.com” action. The board ID for a subitem is unique so using the item’s board ID (which is static and easy to find) won’t work. Is it possible to update a Monday board subitem from Recipe Builder?

802
chrishaleua
3 months ago
Elan
ElanInspiring
asked in Integrations Hub
Using the Managed SFDC Package - How do we map fields?

Our team is currently using the managed package (we have recipe builder). I was wondering if anyone had any ideas on how to create a recipe that populates one field in SFDC. Maybe a batch upload? Any tips are appreciated!

1171
Elan
5 months ago
C
cmelanconInspiring
asked in Integrations Hub
Recipe access to Participants in Participant Task?

In our templates, we have some participant tasks that are essentially “complete this training course”. These courses are now housed in our company’s LMS where the learning management team wants to assign learners to the courses. I would love to be able to integrate where the courses could be assigned to the learners via API calls to the LMS, but I cannot see where information about participants in a task is accessible in Recipe Builder or via the API docs.Is participant info (e.g. email address) something that’s able to be accessed/acted upon within a recipe?

1614
C
5 months ago
Mark Mitchell
Mark MitchellEmployee
posted in Integrations Hub
To Scope, or Not To Scope?

I'm curious to hear the approach others are taking to determine which professional services (especially related to integrations) require a full scope, proposal, and approval process versus those smaller requests where this might be overkill. How do you avoid scope creep and manage expectations effectively while ensuring the appropriate level of oversight for various types of requests? What criteria do you use, and what best practices have you found helpful in balancing thoroughness with efficiency? -🦖

850
Mark Mitchell
5 months ago
emaynez
emaynezCommunity Manager
published in Integrations Hub
Salesforce Setup Guide

 In case you missed it, we recorded our session with the honorable Jeff Johnson, Integrations Extraordinaire!In this webinar he walks us through:What the GUIDEcx <> Salesforce Integration can do How to do it yourself How we can help you set it up Q&ACheck it out and let us know if you’d like to set it up!💙 The GUIDEcx Team

900
emaynez
6 months ago
emaynez
emaynezCommunity Manager
published in Integrations Hub
💔 In loving memory. RIP Manual Project Creation 🪦

As your Onboarding Partner, GUIDEcx is always looking for ways to help you work better together with your internal teams to provide a seamless onboarding experience to your customers.One way that we’ve been able to help is with our Recipe Builder!GUIDEcx provides an integration solution (Recipe Builder) for you to connect GUIDEcx to your CRM (and countless other softwares) to pass data to and from GUIDEcx.This month we’re highlighting our two most popular integrations, Salesforce and Hubspot.You might be wondering, “Why should I bother connecting GUIDEcx to my CRM?”To which I say, “Great question! We recommend it because it can save you so much time!”How does a GUIDEcx <> CRM integration save me so much time?Think of all the important information that goes into a Salesforce opportunity that you have to manually migrate into the onboarding project! Things like:Main Point of Contact name and email Type of service package purchased Custom data (like company size, ARR, etc) and more!

1644
jjmcdev
6 months ago
emaynez
emaynezCommunity Manager
published in Integrations Hub
Could this Forms Integration save you time on automating manual tasks? YES.

Did you know that with the GUIDEcx Recipe Builder you can automate almost anything?Check out this recording of our own integration wizard, @jjohnson demo-ing a recipe that he’s built.This demo showcases a lot of cool automations we can do via a form (Google Forms in this case although GUIDEcx integrates with any Form software such as Formstack, SurveyMonkey, Typeform, and more).This recipe (aka integration) that Jeff built does the following:Creates a project in GUIDEcx, with the appropriate templates and PM Updates the status of existing tasks Create new tasks Populates the value of custom fields on the project Creates a new Slack channel for the project And invites all project team members to the new Slack channel Creates a project note containing all the form’s questions & answers Invites a customer to the project and auto assigns customer tasksIf you want to set this up in your own instance, reach out to your CSM!

5436
jdodge
6 months ago
inarang
inarangNew Participant
asked in Integrations Hub
DocuSign Integration

Does GUIDEcx have an integration with DocuSign? I want to automate sending a DocuSign to a client when a particular task is triggered.  Alternatively, is there a feature in GCX I could use instead of DocuSign?

1581
emaynez
6 months ago
Woozie83
Woozie83New Participant
asked in Integrations Hub
Zapier

My business resales a product and the business’s software we resale goes through an onboarding process where the business invites us to projects to work on with them… I want to use Zapier to automate this from our end… and I able to connect zapier if its not technically my guide CX account and I’m just the one being invited to projects?

1341
emaynez
7 months ago
emaynez
emaynezCommunity Manager
posted in Integrations Hub
GUIDEcx + Salesforce Integration

 Using the GUIDEcx Recipe Builder you can integrate with Salesforce and make that integration as powerful as you want!Here are some of the most common use cases for this integration:When an opportunity (SFDC) is marked as closed-won, a project is created in GUIDEcx. Sync data from GUIDEcx back to SFDC to maintain a single source of truth!What ways have you used it? 

971
emaynez
7 months ago
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Hubspot Integration

🎉 Our new, bi-directional HubSpot Integration is now available in the Recipe Builder "Community": Keep HubSpot as your system of record. Push onboarding progress back into HubSpot via the GUIDEcx CRM Card.Auto-populate a live onboarding project once a deal is marked closed-won. The HubSpot recipe automatically assigns a project manager, triggers the right template based on product SKU, invites customer team members to the project, and more!Check it out ---> 

2472
staceyhatch
10 months ago
SergeyPiskov
SergeyPiskovNew Participant
asked in Integrations Hub
GuideCX webhook disable automatically

Hello,  I have registered webhook like it described in API https://api.guidecx.com/api/v2/docs#post-/webhooksAfter first call it become disabled automatically and doesn’t work anymore. What can be wrong? Regards,Sergey

5169
emaynez
11 months ago
bobm
bobmEmployee
posted in Integrations Hub
GUIDEPost: Zendesk Integration Features

Q:  I’d like to know more about the GUIDEcx Zendesk integration.A:  Per Jeff Johnson, Technical Services Manager:Our integration with Zendesk is great for keeping your team in Zendesk and the team in GUIDEcx in sync. Instructions for downloading and turning on the integration available in our knowledge center at:https://help.guidecx.com/en/articles/7908601-zendesk-recipes Zendesk integration features:Zendesk ticket creation: When a task note is added in GUIDEcx, that includes the hashtag #Zendesk, a ticket is created in Zendesk Bi-directional syncing of comments: When a note is added to the task in GUIDEcx, a comment is created on the Zendesk ticket When a comment is added to the ticket in Zendesk, a note is created on the GUIDEcx task Status syncing: Ticket status updates in Zendesk are synced back to GUIDEcx, updating the task status Alert the GUIDEcx project manager when their customer opens a Zendesk ticket Automatically detect which project the customer user is on and send an

3074
jjmcdev
1 year ago
emaynez
emaynezCommunity Manager
posted in Integrations Hub
What is the missing link?

Take a step inside the dreambowl with me. It’s like a fishbowl, but instead of fish it’s where you go to brainstorm amazing things. The prompt is “What is the missing link?” I’m not talking about Bigfoot, I’m talking about integrations. What is an integration (link) that would level up not just your overall onboarding experience, but your team’s workflows significantly?There are no wrong answers. I’m just curious of what integrations people wish they could build! Here are a few ideas to get your brain moving and grooving:Customer fills out a form, depending on the answers it creates an onboarding project for them that aligns with their desired outcomes! Customer signs a contract, an onboarding project is spun up for them and they’re prompted to schedule their kickoff call! When a customer hasn’t engaged with their onboarding project for more than 7 days, an automatic reminder goes out to prompt them to schedule time with the assigned PM to get back on track!

50711
jjmcdev
1 year ago
staceyhatch
staceyhatchCommunity Manager
posted in Integrations Hub
[New] Typeform Integration

Reduce meeting load with automated data capture + adjust onboarding flows based on form responses with GUIDEcx’s Typeform integration!Spin up a project-specific Typeform URL that can be added to tasks as a merge tag Customers can take action from a task assignment email, and once a form is completed, the GUIDEcx task is automatically marked "Done" Form questions and answers are added as a new noteUse the "Form Questions and Answer list" in Recipe Builder to set custom actions based on form responses. For example:Activate templates Create new tasks Mark tasks as N/ACheck it out →  Sound similar to the recently released Google Forms integration? It is! This recipe framework can be implemented with any forms software you use! 😄

1300
staceyhatch
1 year ago
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

1360
bobm
1 year ago
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 →  

2432
emaynez
1 year ago
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 ---> 

1500
staceyhatch
1 year ago
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.   

2381
chrishaleua
1 year ago
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 ---> 

1200
staceyhatch
1 year ago
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!

890
emaynez
1 year ago
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!

1330
emaynez
1 year ago
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!

800
emaynez
1 year ago
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