Connect Gong to Microsoft Copilot

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User icon Microsoft 365 admins or IT responsible for Copilot integrations
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Gong’s integration with Microsoft Copilot lets users search Gong calls directly from Microsoft apps, without switching platforms. Users can ask plain-language questions and get summaries and links to calls in Gong. This gives teams quick access to insights from one or many calls while staying in their Microsoft environment.

What the integration includes

Once set up, Copilot can:

  • Summarize recent Gong calls

  • Answer questions about a specific account or a set of calls

  • Return links to calls in Gong so users can review the full conversation

Data not available in Copilot

Copilot does not have access to:

  • Emails captured by Gong

  • CRM-related data beyond accounts and contacts

  • Custom fields or advanced CRM entity types such as deals, opportunities, or splits

Control who can use the Gong connector

Admins can restrict who is allowed to use the Gong connector in Copilot:

  • During setup, switch on Rollout to limited audience

  • Add specific users or groups who should have access

Connect Gong to Microsoft Copilot

Setting up the Gong integration with Copilot requires creating a connection with Gong in the Microsoft admin center and providing a Gong generated API key.

  1. Sign in to the Microsoft 365 admin center

  2. Go to Copilot > Connectors.

  3. Select + Add Connection, search for Gong and click Add to open the setup page.

    Setup guide for Gong instance

  4. Enter the the following:

    1. Display name: Enter the name you want to be displayed to users. Use a meaningful name so users know answers are coming from Gong.

    2. Gong URL: Provide the base URL listed in the Gong API settings page. Click Gong API Authentication Settings in the Copilot help panel to open the API settings page in Gong.    

      Note:

      You must open the page from this link in order to get an API key for Copilot

      Setup guide for Gong instance

  5. In the Gong API page:

    1. Copy the base URL for API calls and paste it in Gong URL in Copilot.

    2. In Gong, click Get Copilot API key (only available if you opened the page from the link in the Copilot admin center) and copy the Access key.

  6. In the Copilot setup page:

    1. In Authentication type, select Basic.

    2. Paste the access key into Access key.

    3. In Gong, click Show secret. Copy and paste the secret into the Access key secret in the Microsoft admin center.

  7. Turn on Rollout to limited audience and select the people or groups you want the integration to be available for. Leave the toggle off to make the integration available to everyone.

  8. Check the Notice checkbox and click Create to finish.

After setup, the Gong connector is available to Copilot users according to your access settings. See more about the integration Gong integration with Microsoft Copilot.