Sales rep, Sales manager
Gong Engage*
Prerequisites
Note that the extension does not support Salesforce Classic.
To use Gong Anywhere Chrome Extension, you need to:
Be logged in to Gong
Have email import enabled in My settings
Use the same email account for:
Your Gmail inbox email address
Your Gong-associated primary email address (the email address you use in Gong under My Settings > Emails > Email write-permission)
Your Gong authentication email address (the primary email address you use in your user profile)
How to use Gong for Gmail
Gmail
To start using the extension with Gmail, go to your Gmail inbox and make sure you’re signed in with your work account. The extension will only work for the Gmail account you use to sign in to Gong.
Tracking
By sending emails from Gmail while using the Gong Extension, we can track when:
Anyone opens an email you’ve sent
Anyone clicks on a link in an email you’ve sent
From any list of emails in any folder in Gmail, you can get an overview of interactions with an email. Next to the email’s subject line, the number and lightning bolt indicate how many email opens and link clicks took place over all time for that email. Hover over the lightning bolt to see opens and clicks, or open an email to see opens and clicks in the extension side panel, plus which contacts from the thread are in your CRM.
We track whenever an email is opened using an invisible tracking pixel. To track link clicks, Gong replaces link URLs with a custom tracking URL, then redirects the person clicking the link to the intended URL. This process is invisible to the recipient. Note that other triggers might cause the pixel to load apart from the intended recipient opening and reading the email.
If you, someone internal, or someone the email was forwarded to opens the email with the extension installed and while logged in, this won’t count toward email opens. You can always review emails you sent by opening them from the Messages page in Gong.
Plain text emails cannot be tracked because they cannot include a tracking pixel and modified URLs. In Gmail, you can turn plain text mode on and off. To switch from plain text to rich text formatting, open up a new compose window, click the more menu in the Compose toolbar, and uncheck "Plain Text Mode".
We only track emails that are tracked in Engage as well, meaning email addresses that are linked to a contact or lead in your CRM. For example, if you send an email to [email protected] and that email address does not belong to a contact or lead in the CRM, it won’t be tracked.
If you reach out to someone and then add the email to your CRM later on, any previous emails are tracked retroactively.
See when someone is a contact in Gong
You might use Gmail for communicating with both colleagues and external prospects and customers. When you open an email, see which contacts are in Gong and if there were unknown participants in the extension side panel.
To easily distinguish between the two from a list of emails, you’ll know someone is logged as a contact or lead in Gong if they have a purple person icon next to their name.
You can see when someone has been marked as do not contact in Gong, indicated by the red dot next to the person icon:
Click on the icon to get full context about the person in contact view. From contact view, you can see related notes and to-dos, update CRM fields, and more. You can also use Ask anything to ask open-ended questions about the person, and get AI-generated answers based on recent conversations with them in seconds. Learn more about how to use Ask anything.
Note that we don’t yet support making calls or writing emails directly from the extension.
Dial prospects and customers without leaving Gmail
Gong Anywhere brings the Gong dialer into Gmail, so you can make calls without interrupting your workflow. With person view open for a specific contact or lead, click Call to open the dialer.
Start email drafts directly from the extension
To start a one-off draft from the extension, click on the name of a contact or lead from anywhere in Gmail to open person view. Then, click 
or click on any of the available email addresses for that person to start a draft.
You can also go to the To-dos tab from within person view to complete an email to-do.
Complete tasks, LinkedIn connection requests, and LinkedIn messages
Click on someone’s name to open person view in the extension. From the To-dos tab, you can complete tasks and LinkedIn action items without interrupting your workflow.
Compose faster with templates and blocks
Easily browse and apply the same templates you use in Gong Engage without leaving the email you’re working on. To use Gong templates in Gmail, open a new email an existing draft, or a reply. Click on the purple “Templates” button. From here, you can preview and select the template you want to use.
If you specify recipients before selecting a template, the first recipient you specify is the one we use to fill in variables automatically. If you select a template containing variables and haven’t specified a recipient for your email, those variables won’t be filled in automatically when you apply the template. We’ll highlight any unresolved variables in red and give you a confirmation message to make sure you spot them before sending your email.
To save time with blocks while writing an email in Gmail, select Blocks in the body of the email draft to browse and select blocks.
Use the AI rephraser
While writing an email in Gmail, you can quickly get rephrasing suggestions for your email content. Start by highlighting a phrase or sentence of at least 5 words that you’d like suggestions for. Then, click Rephrase. Click Use to replace your text with the provided text, Rephrase to rephrase your text again, or click More options to rephrase your text with a specific tone.
How to use Gong for Salesforce
Note that the extension does not support Salesforce Classic.
Adding people to Gong Engage Flows from Salesforce
You can add people to Gong Engage flows directly from the following areas in Salesforce:
Contacts
Leads
Any account > contacts
Any opportunity > contact roles
Any supported report
Supported reports include the following standard reports:
Leads:
Leads
Leads with converted lead information
Lead history
Contacts:
Contacts and Accounts
Account with Contact Roles
Contact history
To successfully add people to flows from Salesforce, the report cannot contain any charts. The first column of the report must contain a unique identifier for the contact or lead, such as an email address.
Selecting individual people for flows
Navigate to one of the areas listed above
Click Add to Gong list
Click the purple person icon next to each individual you want to add
Continue navigating Salesforce pages to add more people as needed. Your selections are saved in the right panel until you clear them
Once you’ve selected everyone you want to add, click Add to flow
Select the desired flow and start it.
Bulk-selecting people for flows
Bulk selection is available from accounts, opportunities, and supported reports listed above. To complete the action, your Gong and Salesforce accounts must be connected using OAuth. To successfully add people to flows from Salesforce, the report cannot contain any charts. The first column of the report must contain a unique identifier for the contact or lead, such as an email address.
Navigate to an account, opportunity, or supported report
Click Add all to Gong list.
All contacts from the list will be added to the right panel.From the right panel, you can:
Clear all
Remove individual people by clicking the "x" next to their name.
Remove individuals by clicking the purple checkmark next to their name in Salesforce
Continue navigating Salesforce pages to add more people as needed. Your selections are saved in the right panel until you clear them.
When you are ready, select the flow you want to add your list to.
Click Start flow
You can add up to 2,000 people to the right panel from any supported page. These selections are saved like a shopping cart and will remain until you manually clear them, even if you navigate to different pages.
Dial prospects and customers without leaving Salesforce
Gong Anywhere brings the Gong dialer into Salesforce, so you can make calls without interrupting your workflow. With person view open for a specific contact or lead, click Call to open the dialer, or click on a phone number from the Contact info section.
You can also click directly on the phone icon next to a contact or lead’s phone number in Salesforce to open the Gong dialer.
Send an email directly from Salesforce
While working in Salesforce, you can send a one-off or flow email by clicking Email in person view from the extension. You can also click Email next to any of the available email addresses for the person in Salesforce, or complete a to-do from the To-dos tab in the extension.
When you send emails from the extension in Salesforce, the email is synced with Gong’s activity timeline and pushed to your CRM, just like emails sent from within Engage. If you start a draft and don’t send the email, you can find your draft saved in Messages in Engage.
Get complete context on a contact or lead
Click on the purple person icon next to someone’s name to open up contact view and see information about them from Gong.
From contact view, you can use Ask anything to ask open-ended questions about the person, and get AI-generated answers based on recent conversations with them in seconds. Learn more about how to use Ask anything.
If the Gong icon is grayed out and has a yellow dot, this indicates that the contact or lead is not yet synced with Gong.
Complete tasks, LinkedIn connection requests, and LinkedIn messages
Click on someone’s name to open person view in the extension. From the To-dos tab, you can complete tasks and LinkedIn action items without interrupting your workflow.
How to update the extension
Whenever we release new versions of the extension, your version will get updated automatically, meaning you might need to refresh your Gmail browser window to get the latest features.
To see which version of the extension you’re using:
Click on the more menu at the top right of your Chrome browser window
Go to Extensions
Go to Manage extensions
Select the Gong Extension and see which version is listed
*The features available to you depend on your company’s plan and your assigned seats.