Who can use this: Tech admin, MS Dynamics admin
Available on: Any Gong plan
The following Microsoft Dynamics fields are updated by the Gong for Dynamics app.
Flow fields added to Contact and Lead
These fields are added to Dynamics Contacts and Lead objects:
Name | Type | Notes/Description |
|---|---|---|
Added to Engage Flow By | Single line of text | The team member who added the contact to the flow |
Contact Name | Lookup | The name of the contact added to the flow |
Date Added to Engage Flow | Date only | The date the contact or lead was added to the flow |
Engage Flow Id | Single line of text | The Id of the Flow in Gong |
Engage Flow Instance Id | Single line of text | The Id of this instance of the flow |
Engage Flow Name | Single line of text | The name of the flow the task is associated with |
Engage Flow Owner | Single line of text | The name of the Gong user who owns the flow |
Engage Flow Status | Choice | The status of the flow the contact is in. For more details, see Flow statuses in your CRM. |
Engage Last Step Completed Date | Date only | The date the previous step in the flow was completed |
Engage Step Attempt Id | Single line of text | The ID of the action that represents the step in the flow the task is associated with. For example, if a rep makes a phone call as part of a step in a flow, and they had to call 5 times before the person answered, this ID represents one of the times the rep tried to call. |
Engage Step Due Date | Date only | The date the current task is due to be completed. For example, if the step is to make a phone call, this field shows the date the call should be made. |
Engage Step Number | Single line of text | The step number in the flow the task is associated with |
Engage Step Subject | Single line of text | The subject of the step in the flow |
Engage Step Type | Single line of text | The type of step the contact is in |
Lead Name | Lookup | The name of the lead added to the flow |
Opportunity | Lookup | The opportunity associated with the flow |
Task object
These Task object fields are updated by Gong for Dynamics:
Subject
Regarding(Account/Contact/Lead/Opportunity)
Owner
Activity Status
Due Date
Description
Phone Call
These Phone Call object fields are updated by Gong for Dynamics:
Subject
Call From
Call To
Direction
Activity Status
Due Date
Owner
Description
Regarding
Duration
Email object
These Email object fields are updated by Gong for Dynamics:
From
To. CC
Subject
Regarding
Due Date
Owner
Description
Activity Status
Engage fields
These fields have been added to emails, tasks, and phone calls
Engage Flow Name
Engage Step Number
Engage Flow Sequence Id
Engage Flow Execution Id