Sales rep, Sales manager, Tech admin

Gong Engage*

The Gong Anywhere Outlook Add-in brings powerful sales engagement tools directly into your Outlook inbox. With Gong Anywhere, you can easily identify and manage contacts, track email engagement without switching platforms, update CRM fields and manage to-dos within Outlook, add contacts to Engage flows, and more.

Which Outlook add-in is right for you?

Two Outlook add-ins are available from Gong, Gong Anywhere and Gong for Outlook. Gong Anywhere includes all the features that are available in Gong for Outlook. If you want to access Engage features in Outlook, use Gong Anywhere. If you prefer basic Gong functionality without Engage, Gong for Outlook is the better choice.

The permissions Outlook needs will not impact imported emails. Outlook reads the email header to place tracking, but will not import any emails on top of what’s set to be imported according to your company settings in Gong. 

If you already have Gong for Outlook and would like to have Gong Anywhere, it’s recommended to install Gong Anywhere and then uninstall Gong for Outlook. Keeping both is not a problem, but there will be two buttons to schedule a Gong meeting in the calendar, so it’s recommended to keep Gong Anywhere only. 

If you aren’t using the consent page or don’t plan to use it, you may still see the “Schedule Gong meeting” option on your calendar page.

Two Outlook add-ins are available from Gong, Gong Anywhere and Gong for Outlook. Gong Anywhere includes all the features that are available in Gong for Outlook. If you want to access Engage features in Outlook, use Gong Anywhere. If you prefer basic Gong functionality without Engage, Gong for Outlook is the better choice.

Requirements for using Gong Anywhere

To use Gong Anywhere for Outlook, you need:

• To be using New Outlook (Classic Outlook is not supported)

• To be logged in to Gong

• The permissions outlined in the table above

Installing and activating the add-in for individual team members

From Outlook

1. Open Outlook

2. Click on the Get Add-ins button in the Outlook toolbar

3. In Microsoft AppSource, search for Gong Anywhere or Gong for Outlook depending on which extension you want to use 

4. Click Add or Get it now to install the add-in

5. Follow the prompts to complete the installation

6. Open any email in Outlook

7. Click on the Gong icon in the toolbar

8. Sign in using your Gong credentials

9. Grant the necessary permissions to enable functionality

The add-in is now active and appears in your Outlook side panel when viewing or composing emails.

From the Microsoft AppSource app store

1. Visit the Gong Anywhere Outlook add-in page or the Gong for Outlook page depending on which extension you want to use

2. Click Get it now to install the add-in

3. Follow the prompts to complete the installation

4. Open any email in Outlook

5. Click on the Gong icon in the toolbar

6. Sign in using your Gong credentials

7. Grant the necessary permissions to enable functionality

Installing and activating the add-in for your organization

Alternatively, admins can save your teams time by automatically installing (force-install) the add-in for all users in your organization. To do this, see the Outlook instructions on how to Deploy add-ins in the admin center.

Once installed, the extension needs permission to interact with specific applications. Sometimes the URLs for these applications change and Gong will ask for permissions again.

Using Gong Anywhere

To start using Gong Anywhere in Outlook, open any email in your Outlook inbox. Ensure you’re signed in with your work account as the extension will only work with the Outlook account you use to sign in to Gong.

Compose faster with Engage writing tools in Outlook

While composing an email, you have quick access to templates, blocks, and the rephrasing tool. 

Once logged in to Gong in your browser, open a new email draft in Outlook and click on the Add-in icon. Then click Gong Anywhere.

Click Templates or Blocks to browse the templates and blocks you use in Gong Engage without leaving the email you’re working on. Clicking Open side panel gives you those options plus the rephrasing tool.

To get rephrasing suggestions for your entire email, click Rephrase in the add-in side panel. You can also highlight a specific phrase or sentence of at least 5 words and click Rephrase to get suggestions. 

See when someone is a contact or lead in Gong

You might use Outlook to communicate with colleagues, external prospects, and customers. To easily distinguish between the two, you’ll know someone is logged as a contact or lead in Gong in the Outlook side panel while viewing or composing emails. Click on the add-in icon and then click Open side panel. Hover over an email conversation to see which contacts are synced with Gong.

See when someone has been marked as do not contact in Gong, indicated in the add-in panel once you’ve added the person to the “To” field of an email:

Get full context and complete Gong actions

While viewing or composing an email, the add-in panel gives you information about who’s involved in the email thread. Click on the add-in icon and then click Open side panel to see which contacts are already synced to Gong, unknown people, and people from your company.

Click on the name of someone in Gong to drill down for more details. 

From here, you can see the person’s flow status, recent activity, contact details, and more. Create and manage notes and to-dos, complete LinkedIn action items, update CRM fields, and more without switching tools. 

Track email opens and clicks

If enabled for your company, every email sent out of Outlook to a contact in Engage and your CRM while the add-in is active will contain open and click tracking

Get consent to be recorded 

Set up meeting links with a consent page that’s displayed before the participant joins. 

Easily schedule your Gong recorded meeting by selecting the Gong meeting link, then instantly join meetings with one click.

Learn more about recording consent. 

Pin Gong Anywhere for quick access

Pin Gong Anywhere so it always shows up on your Outlook toolbar.

Troubleshooting

The following message can appear when sending emails if processing takes more than 5 seconds, depending on each user’s settings:

This typically occurs due to a low-speed internet connection.  If you’re not using a low-speed internet connection and the issue persists, contact Gong support.

*The features available to you depend on your company’s plan and your assigned seats.