Gainsight Customer Success
Filament

Ask questions about your Gainsight Customer Success data

Connect Gainsight Customer Success to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Gainsight Customer Success tracks health scores and success plans, but understanding whether your customer success efforts actually reduce churn or drive expansion requires connecting to product usage, support tickets, and revenue data. Filament links Gainsight Customer Success to your CRM, support platform, and analytics tools so you can analyze how engagement patterns, health trends, and success initiatives correlate with retention and growth.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Gainsight Customer Success KPIs with Filament Analytics

Connect your Gainsight Customer Success account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Gainsight Customer Success metrics you can track in Filament:

Company Records
Track customer accounts with company name, account tier, relationship hierarchy, parent-child account structures, and regional segmentation for business analytics across your portfolio.
records:
company_nameaccount_tierparent_account_idregionaccount_statusindustry
Health Scores
Monitor customer health metrics with overall health score, score history, risk indicators, health trend direction, and score change dates to identify at-risk accounts.
records:
health_scorescore_colorprevious_scorescore_daterisk_leveltrend_direction
Success Plans
Analyze customer objectives with success plan name, plan status, objective descriptions, target completion dates, and owner assignments to track strategic account progress.
records:
plan_nameplan_statusobjectivetarget_dateowner_namecompletion_percentage
Timeline Activities
Review customer touchpoints with activity type, activity date, participant names, activity subject, and activity notes to understand engagement patterns.
records:
activity_typeactivity_dateparticipantsubjectnotesduration
Call-to-Actions
Track action items with CTA name, priority level, reason category, due date, assigned owner, and completion status to measure team responsiveness.
records:
cta_namepriorityreasondue_dateassigneestatus
Contact Information
Manage stakeholder details with contact name, email address, job title, contact role, primary contact flag, and engagement score for relationship mapping.
records:
contact_nameemailjob_titleroleis_primaryengagement_score
Milestones
Monitor goal achievement with milestone name, milestone type, target date, actual completion date, and milestone status to measure customer progress.
records:
milestone_namemilestone_typetarget_datecompletion_datestatusowner
Account Attributes
Access custom account fields with annual contract value, renewal date, product tier, implementation status, and custom segmentation tags for kpi dashboard reporting.
records:
annual_contract_valuerenewal_dateproduct_tierimplementation_statussegmentcustomer_since
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Combine Gainsight Customer Success with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Gainsight Customer Success lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Gainsight Customer Success data gets even more powerful when combined with other tools:

Gainsight Customer Success
Zendesk Support

Gainsight Customer Success + Zendesk Support

Connect Gainsight Customer Success health scores with Zendesk Support ticket volume to see which support issues correlate with declining customer health and identify at-risk accounts before they churn.

Gainsight Customer Success
Salesforce

Gainsight Customer Success + Salesforce

Connect Gainsight Customer Success engagement data with Salesforce opportunity records to analyze how customer success activities influence expansion revenue and renewal rates across your portfolio.

Gainsight Customer Success
Mixpanel

Gainsight Customer Success + Mixpanel

Connect Gainsight Customer Success health scores with Mixpanel product usage data to validate whether your health scoring model accurately predicts customer behavior and identify which features drive better outcomes.

Benefits of Filament's Gainsight Customer Success Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Gainsight Customer Success account

Connect your Gainsight Customer Success account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Gainsight Customer Success data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Gainsight Customer Success dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Gainsight Customer Success integration FAQ

Everything you need to know about connecting Gainsight Customer Success with Filament and getting the most out of your data.