Who can use this: Any team member
Available on: Any Gong plan
Ideal for: Sales rep
Gong automatically links calls to accounts and opportunities based on CRM data. When the automatic association is wrong or missing, you can correct it, remove a call from a deal, or open the associated account directly from the call page.
Good to know
Manual association permanently overrides automatic association for that call. Once you manually associate a call, Gong will not update that association automatically in the future, even if the CRM data changes. Choose the account and opportunity carefully before saving.
You can only associate calls to accounts and opportunities and not to leads or call participants. Association updates may take up to one hour to appear in Gong.
Manually associate a call
Manually associate a call when Gong did not automatically link it to the correct account or opportunity, or when the automatic association is wrong.
To manually associate a call:
Open the call page.
Click the More actions
at the top of the call page.Select Manually associate call.
In the Account and Opportunity fields, search for and select the correct CRM records.
Tip: If an account doesn’t appear, use a more specific search term. The account picker shows up to 50 results, so a short or common prefix may not surface the account you need.
(Optional) Click + Add association to link the call to additional accounts or opportunities.
Click Update.
The association may take up to one hour to appear in Gong and is displayed in the relevant account and deal activity timelines.
Remove a call from a deal
Remove a call from a deal when it was associated in error. This does not delete the call or affect other associations.
To remove a call from a deal:
From the left sidebar, click Revenue and select Deals.
Open the relevant deal.
Click the Activity tab and find the call in the timeline.
Hover over the call, click More actions, and select Remove from deal.
Open the associated account in your CRM
If the call is linked to a CRM account, you can open that account record directly from the call page without switching to your CRM manually.
To open the associated account in your CRM:
Open the call page.
Click the More actions
at the top of the call page.Select Open in CRM. Your CRM opens to the associated account record in a new browser tab.
Frequently asked questions
The account I need is not showing up in the search results.
The association picker shows up to 50 results. If the account exists in your CRM but is not appearing, try using a more specific search term to narrow the results. If the account still does not appear, contact your Gong admin to check whether the CRM data has synced correctly.
The association I just made is not appearing in the deal or account yet.
Association updates can take up to one hour to appear in Gong. Refresh the page after a few minutes to check whether the update has processed.
Will Gong update the association automatically after I set it manually?
No. Once you manually associate a call, Gong does not change that association automatically, even if the CRM data is updated later. To change the association, use Manually associate call again from the More actions icon 
.