Get started with configuring Gong

Connect email provider

If you use Microsoft 365:

• Integrate Office 365

If you use Google Workspace:

• Integrate Google Workspace

Connect to your email provider so that meetings and emails are automatically imported to Gong and displayed in the account and deal timelines they are associated with.

Set up a company-wide or user-by-user connection:

• Company-wide: Connect multiple team members to the email provider without requiring them to connect separately.

• User-by-user: Typically used when running a pilot, or if only connecting a few users. Each person has to connect their Gong account to their email provider individually.

Connect your CRM

• CRM integrations

• Salesforce integration key features

• The benefits of integrating HubSpot and Gong

• Connect Dynamics 365 to Gong

CRM data adds context to your Gong activities by displaying details of who participated in different activities, the account they belong to and the deal the activity relates to.

You can also export Gong activities such as calls, emails, web conference meetings to your CRM, This lets you centralize all your work in one place.

First you must connect Gong to your CRM and then configure the import and export settings. If using Salesforce, we recommend setting up an integration user. For other CRMs we recommend a dedicated user for the purposes of the integration.

Define your activity association settings

• Associate your CRM entities with Gong activities

This improves the association accuracy and helps reduce multiple account and deal associations.

Customize settings for how Gong associates activities such as emails and calls with CRM entities. The settings allow for flexibility so that we can find the most suitable associations according to how you save your data in the CRM.

Connect your web conference system

• Web conferencing integrations

• Zoom integration overview

Automatically import your web conference calls to Gong. The native integration with Zoom provides an improved recording experience.

If you use Zoom, set up native Zoom integration for a better quality recording experience.

Connect telephony systems

• Supported telephony systems

Importing dialer calls increases the amount of data Gong has to analyze and identify areas for improvement

Integrate Gong with the telephony system of your choice, so that your calls are imported to Gong.

Set up automatic or manual provisioning

• Provisioning team members

• About managing team members

Set up your team members in Gong

Choose between automatic provisioning via your identity provider or manually defining your team members.  

Set up an authentication provider and method.

• Set sign in method

Gong provides several options for authenticating users. You can set up several different authentication methods each with their own session timeouts.

Options for setting up authentication:

• Gong managed email address and password

• Identity providers: Google, Microsoft and Salesforce

• Authentication providers: OpenID connect authentication and SAML SSO

Configure Engage (if you have an Engage seat)

• Set up Gong Engage

Set up Gong data cloud

• Exporting Gong data with the Gong data cloud

Export Gong data to a BI tool of your choice and make Gong data available to members of your company who don’t use Gong.

Supported data warehouses:

• Snowflake

• Databricks

• BigQuery

Learn about Gong’s APIs

• API docs

See options available for interacting with Gong via the API

Set up workspaces

• About workspaces

Your environment automatically includes one workspace. Consider whether you want to create additional workspaces in order to separate your Gong content according to your business needs.

Recording settings

• Define the recording settings

Recording settings are set at the company level and for each individual team member.

Privacy settings

• Security compliance

See how you can protect your customers’ data.

Consent

• About recording consent

Configure your system to automatically get consent for recording calls.

Trackers

• Trackers: Overview

Define trackers to identify words, phrases or concepts that are mentioned in calls and emails.

Calendar/email

CRM

Web conferencing

Telephony

Provisioning

Authentication

Additional integrations