Get started with configuring Gong

Set up workspaces

Your environment automatically includes one workspace. One method of segregating data can be via workspaces.

Separating data via workspaces ensures different teams can’t access each others data and enables you to separate data according to line of business.

• About workspaces

Set up permission profiles

Control access to data by setting up profiles which define what features and data in Gong can be accessed

Consider which methods of segregating data most suit your business needs. Options for data segregation are:

• Workspaces

• Permissions

• Separate Gong accounts

• About permission profiles

Set up automatic or manual user provisioning

Set up your team members in Gong

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

• About provisioning team members

• About managing team members

Set up an authentication provider and 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

• Enterprise authentication providers: OpenID connect authentication and SAML SSO

• Set sign in method

Connect email provider

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: Grants the Gong application access to team members’ inboxes, either at a company level or to specific groups.  

• User-by-user: Team members have to grant Gong access to their mailbox.

• About importing calendar meetings and emails

Connect your CRM

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.

• CRM integrations

• Salesforce integration key features

• The benefits of integrating HubSpot and Gong

• Connect Dynamics 365 to Gong

Define your activity association settings

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.

• Associate your CRM entities with Gong activities

Connect your web conference system

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.

• Web conferencing integrations

• Zoom integration overview

Connect telephony systems

Importing dialer calls gives Gong a more accurate picture of different activities going on in the deal, improving Gong’s predictions about how the deal is proceeding.

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

• Supported telephony systems

Configure recording settings

Let Gong know which calls should be recorded by default. These settings apply to team members whose data capture settings are set to record calls.

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

• Define the recording settings

Set privacy settings

Set company policy for how data is shared and protected

Consider the best methods for protecting customer data

• Security compliance

Set up consent profiles

Configure your system to automatically get consent for recording calls.

Set up different profiles to ensure each team member can comply with consent regulations for their industry and region

• About recording consent

Integrate with apps in the Gong Collective

Gong has integrations with many different apps so that data from those systems can be available in Gong.

Examples of apps Gong integrates with:

• G2

• Slack

• 6sense

• Gong Collective

Gong Engage

Gong Engage is a sales engagement solution that helps prioritize, personalize, and automate account-based outreach. This lets you move those tasks forward and focus more on selling

Setup requirements include:

• additional CRM setup

• that you allow team members to send emails via Gong

• giving team members relevant Gong permissions

• Set up Gong Engage

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

• Exporting Gong data with the Gong data cloud

Calendar/email

CRM

Web conferencing

Telephony

Provisioning

Authentication

Additional integrations