Who can use this: Tech admin, Business admin
Available on: Gong Engage
Gong offers the ability to migrate all templates and flows (also known as “sequences” or “cadences” in other platforms) from Salesloft 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 Outreach.
How migration works
There are two main parts of the migration process:
Connecting Salesloft to Engage: We need API keys to connect the two platforms. You can either provide temporary admin access or share the API keys.
Choosing what to migrate: Migration is a good opportunity to clean out old templates and cadences. Gong distinguishes between:
Personal flows: Available only to their owner. Gong migrates all active personal templates and cadences from Salesloft and assigns them to their owners in Gong.
Company flows: Available to all users. Gong migrates only templates and cadences that are tagged.
To migrate company templates and cadences, create a tag in Salesloft called migrate for company availability and apply it to the templates and cadences you want available to everyone in Gong.
About the migration process
Important details to know before you begin:
For company flows and templates, tag the ones you want to bring over and provide Gong with the tag name so we can import them.
For personal flows, Gong imports them only if the owner in Salesloft has a matching user in Gong (detected via email matching).
Flows and templates can be marked as active/inactive in Salesloft. Gong imports only active items.
Not all Salesloft variables translate to Gong (for example, conditional variables). Review your content after import.
You can migrate your Salesloft snippets into Gong blocks.
Note
Only “Team Cadences” from Salesloft can become “Company Flows” in Gong, and only “Team Templates” from Salesloft can become “Company Templates” in Gong.