Update CRM deal stages when project tasks complete

When a milestone task is completed in Gainsight, automatically update the deal stage in Follow Up Boss to keep sales reps informed.

Try:

See all Gainsight + Follow Up Boss integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Gainsight Explore Gainsight →

Triggers

Checklist completed

Fires when a user completes an onboarding checklist in Gainsight.

Event tracked

Fires when Gainsight tracks a product event for a user.

Feedback received

Fires when a user leaves feedback, a feature request or a survey answer in Gainsight.

Announcement published

Fires when a changelog entry, release note or announcement is published in Gainsight.

Actions

Create or update user

Adds or updates a user and their properties in Gainsight.

Track event

Sends a product event to Gainsight.

Publish a flow

Publishes a checklist, tour or announcement in Gainsight.

Follow Up Boss Explore Follow Up Boss →

Triggers

New contact or lead

Fires when a new contact or lead is added to Follow Up Boss.

Contact updated

Fires when a field on a contact changes in Follow Up Boss.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Follow Up Boss.

Deal won

Fires when a deal is marked won in Follow Up Boss.

Actions

Create or update contact

Creates or updates a contact in Follow Up Boss.

Create deal

Creates a new deal in Follow Up Boss.

Update record stage

Moves a deal or record to a new stage in Follow Up Boss.

Log activity

Logs a call, email, or note against a record in Follow Up Boss.

Generate project tasks when deals are won When a deal is won in Follow Up Boss, automatically create a project task in Gainsight to kick off client onboarding. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Gainsight, automatically log the activity in Follow Up Boss on the customer record. See details

See all Gainsight + Follow Up Boss integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between Gainsight and Follow Up Boss?

Yes — describe it in the box above and Knit's Integrations Agent researches Gainsight and Follow Up Boss's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Gainsight and Follow Up Boss help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Follow Up Boss automatically spin up project tasks?

Yes, when a deal is won or changes stages in Follow Up Boss, you can instantly create initial project tasks in Gainsight.