Gong synchronizes data with Salesforce to keep tasks up to date. Tasks are updated for a variety of reasons, following both changes initiated by the user, for example, changing the time of a meeting, and changes following system driven updates, such as adding the call summary to a task.
Activity updates
Updates occur when new context or information becomes available about an activity.
The timestamp of a task or event for all types of Gong activities may be updated even when the data that changed in Gong isn’t exported to Salesforce.
New data is exported. For example, if a new account is added to the CRM, and there is an existing call with that account.
Changes to meeting invites including:
Schedule modifications
Meeting cancellations
Adding or removing participants
Changes to Engage data including:
Contacts or leads who are part of a flow and move to the next step
Contact or lead flow status change
Summary changes
Edits to Engage notes
Association updates
Association updates occur when Gong changes the CRM entities associated with a task or event. For example, changing the account the task or event is associated with.
New contact added to CRM who was a participant in an existing activity. The task is updated with the new contact.
Reassignment of tasks.
Updates to record associations.
Modified CRM record locations.
Updates due to manual changes
Actions taken by team members may cause the task or event to be updated including:
Editing CRM fields directly in Gong
Flow links
Workflow-triggered updates
Process automation changes
API integration
Custom integration updates
Third-party system synchronization