Tech admin, Business admin
Gong Engage*
Gong offers the ability to migrate all templates and flows, also known as 'sequences' or 'cadences' in other platforms, from Outreach to Engage.
Migration is a paid service provided by Gong. To initiate the process, contact your Gong Account Manager.
Gong also offers the ability to migrate content from Salesloft.
How migration works
There are 2 main parts of the migration process:
Connecting Outreach to Engage: We need the API keys to connect the 2 platforms. You can provide us with temporary admin access, or provide us with the API keys
Choosing what to migrate: You can use migration to clean out old templates and Outreach sequences. Gong distinguishes between 'personal' flows - available for their owner to see and use, and 'company' flows, available for all users to see and use. Gong will migrate all active personal templates and sequences from Outreach, and assign them to their owners in Gong as personal flows. For company templates and sequences that are available to all users, Gong only migrates templates and sequences that are tagged. To do this, you’ll need to create a tag called "migrate for company availability" in Outreach and tag all of the templates and sequences you want to migrate and have available for all users in Gong.
About the migration process
For company flows and templates, you’ll need to tag the ones you want to bring over, and then provide us with the tag you’re using so we can import them
For personal flows, we only import them if the owner in Outreach has a matching user in Gong. This is detected based on email matching
Flows and templates can be marked as active/inactive in Outreach. We only import active objects
In Outreach, there are interval-based and date-based sequences. We only import the ones that are interval-based
When importing templates from Outreach, we cannot import images
Not all Outreach variables can translate to Gong, such as conditional variables, so it's important to review content once you've imported it
*The features available to you depend on your company’s plan and your assigned seats.