Where to go: Click Company settings > CRM > Salesforce In order to display all data you want to export to Salesforce, we need to define additional fields in the task or contact object and add them to the layout for that object. This can be done automatically by Gong if you install the Gong for Salesforce app, or you can set the fields up manually in Salesforce. To set up the configuration for your custom fields: In the Salesforce integration page, scroll down to the Custom fields section. Select whether you want automatic or manual setup for the custom fields. For automatic configuration install Gong for Salesforce. For manual configuration, create the fields listed below in the relevant objects and then add them to the object layout. The list of features is updated according to which fields have been defined in Salesforce. Note It takes up to an hour for new

up on how your team is using Gong and see how your top reps use Gong to improve their performance.  Click a tab to view the statistics for individual team members as a bar graph. You can also click an individual's name to drill down further. We monitor the following team activities: Calls listened to : The number of calls the team member listened to. Listening to a call you hosted gives you an opportunity to fine tune and improve your messages, while also seeing what worked well  that you can repeat in other calls. Listening to other reps’ calls lets you hear how they present and promote your products’ different features, or how they move a deal forward. Calls are marked as listened to as soon as the call begins to play. If you listen to the same call multiple times, it is only counted once in the total

All team members Gong Foundation * Once your company admin has set up 3rd party deal association , the deal board will show which deals are managed by a 3rd party account. If a deal is managed by a 3rd party account, the name of the 3rd party will appear on a tag next to the deal’s name, along with the following disclaimer: This deal includes , a 3rd party account . Customized activity view Deals > Pipeline > Selected deal board The activity timeline on the deal board displays your activity, the prospect’s activity, and activity between people in your organization and 3rd party account. Note : This setting can be customized here: When a 3rd party account is involved, three types of activities may occur: Communication takes place between your company, a 3rd party account, and the prospect. Gong captures it and associates it with a specific deal. Communication takes place between your

Sales rep , Sales manager Gong Engage * Gong Anywhere Chrome Extension lets you integrate Gong features directly into your Gmail experience so that you can generate impactful sales engagement straight from your inbox and your CRM. Installing and activating the extension Visit the Gong Extension Chrome store page and click Add to Chrome . If you’re not already signed in to Gong, click Sign in in the purple banner at the top of your Gmail window. You’ll be directed to Gong to sign in. Once you return to Gmail, the extension is automatically active. At this point, it’s recommended to refresh the page to ensure you’re signed in. Alternatively, admins can save your teams time by automatically installing (force-install) the Gong Chrome Extension for all users in your organization. To do this, see the Google Chrome instructions on how to Automatically install apps and extensions . Once installed

Sales rep , Sales manager Gong Engage * Spending too much time on manual tasks? We can relate. Gong Engage is your sales engagement solution that helps you easily prioritize, personalize, and automate your account-based outreach, so you can quickly move those tasks forward and focus more on selling. Jumping between tools? Engage centralizes your workflows for a user-friendly experience. Everything from collaborative note-taking to rep performance tracking to updating your CRM can be accomplished without leaving Gong. You can use Engage with either Salesforce or HubSpot. With Gong Engage, you can: Increase productivity with AI-driven automation and guidance Get a list of your most critical next steps: In To-dos, see tasks from all of your accounts that you can action right away, including AI-based tasks, tasks related to sales flows, and tasks you can create yourself. Personalize or rephrase your emails in a click: Wherever

RevOps , Sales manager , Manager of managers , Sales leader Gong Forecast * Deals > Analytics > Changes Use the Changes report to see how the total amount in a forecast category changed over a selected period for a selected line of business. The report indicates the total pre-change and post-change amount in the category, and groups changes by reason, such as whether deals were pushed to future periods, or are new to the selected category, based on the following CRM fields: Stage, Close Date, and Amount. Note: Changes are calculated by comparing deal amounts at the beginning and the end of the selected period. If deal amounts are the same at the beginning and end, any fluctuations during the selected period are not indicated. Change types The total amount in a forecast category may change over a period for various reasons. A single deal may have several amount changes affecting its amount

Sales rep , Sales manager Gong Engage * To free-dial from anywhere in Gong: Click in the top right corner > Click to open the dialer Easily dial people and log call details, straight from the Gong web app or mobile app. These calls can be recorded, giving you the same analytics and insights as all recorded calls in Gong. To use the dialer on either the web app or mobile app, you must have an Engage license. Your admin must enable the dialer for you, and must set business numbers that are available either to you specifically (assigned numbers) or to your entire team. Twilio is the underlying service that establishes the call for both web and mobile calls made with the Gong dialer. Where to go to use the dialer From any to-dos that prompt you to make a call From People : If the next action for someone is

devices (Android will follow!) Don't call them from the treadmill Enhancements when using our consent page Dynamic links - get consent through secure, unique meeting links with easier setup for Google Meet and Zoom. Dynamic links are considered more secure (and Google Meet doesn't support personal meeting rooms...). More on dynamic links & Google Meet: Admin set up: Google Meet for consent & Enable the Gong consent page Info for AEs: Record a call in Google Meet More on dynamic links & Zoom Admin set up: Zoom integration overview & Enable the Gong consent page Dial-in info on the consent page - gain recording consent from participants dialing in. Just enable the consent page in the usual way. Consent page for native Zoom recording - We now support use of Gong's consent page when using native Zoom recording . Subscription to coaching metrics mail Get coaching metrics including coaching activity directly in your inbox

Sales rep Gong Engage * The to-dos you see in Engage are a combination of tasks and reminders that help you stay on top of your daily work. Emails Calls LinkedIn messages LinkedIn connection requests Custom tasks To-dos can be generated several ways: Gong-recommended to-dos. Gong identifies potential actions you might want to take with prospects and customers. With Gong letting you know about these actions, there’s less of a chance that something will slip through the cracks. Some of these to-dos are generated using AI. Flow to-dos. These to-dos are generated by flow steps. They let you know when a flow step is due, and when flow events happen involving contacts or leads you’re assigned to. To-dos created by you. One-off to-dos that you create for yourself also appear on your to-do list. You can link them

The Five9 integration works by utilizing Five9's export calls feature so that your calls are displayed in Gong. You set up the integration by generating credentials in Gong and entering them in Five9 to grant access to your Gong file system (where exported calls are stored). Prerequisites Enable Advanced Recording in your Five9 settings so that you can connect to Gong. To capture the best possible sound quality on calls imported to Gong, ask your Five9 CSM to enable stereo call recording. Set up the integration In Gong , click Company settings > Data capture > Telephony systems . Click + Add telephony system . Select Five9 . Click CREATE CREDENTIALS to generate sign-in credentials for the FTP folder. Click Show password to see the password. Note You can only see the password once. Click CLOSE . Log in to Five9. In Five9, configure the system to export files to sftp-server.gong.io using the

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This article details the fields in each Gong for Salesforce custom object. Gong Conversation The Gong conversation object contains call details such as when it occurred, the call spotlight, and how long the call lasted. Field name Field Type Description Call Brief Rich Text A short summary of the call, covering who was on the call and what was discussed. Part of the call spotlight. Call Highlights - Next Steps Rich Text Indicates whether the call ended with an action item. Part of the call spotlight. Call Key Points Rich Text A 10-bullet summary of the call's main points. Part of the call spotlight Call Outcome Text (255) Includes automatic or Gong AI call outcomes. Manually set call outcomes aren’t exported. Call Result Text (255) Conversation Title Text (80) Call title. If the title is more than 80 characters then this field will display 80 characters and the

The following email and calendar integrations are available in the Gong Collective : Chili Piper Google Calendar Microsoft 365 - Outlook Calendly RingCentral Office

All team members Any Gong plan* Conversations > Search Upload calls to Gong when they're recorded by other tools (such as a telephony system). Benefit from analysis of each call, even though they are 1-track, and a copy of the transcript. The ability to upload calls is set in your permission profile . If you don’t see it and think you should, contact your Gong admin. Go to Conversations > Search and click Upload calls in the top right corner. This opens the Upload calls dialog. Drag the call file into the dialog and click Upload .       We'll upload, analyze, and transcribe the call. You'll receive an email letting you know when it's ready. Associate the call to an account or opportunity so it's included in related activity. Note: When a call is uploaded, participants appear as Caller 1, Caller 2, etc. This is because calls are

Amount Amount CloseDate Close date CreatedDate Created date Id ID IsClosed Is closed? IsDeleted Is deleted? IsWon Is Won? LastActivityDate Last activity (user) LastModifiedDate Last modified (user) LeadSource Lead source Name Name OwnerId Owner ID Probability Probability StageName Stage SystemModstamp Last modified (automated and user) Type Type Opportunity Contact Role API field name Salesforce field label Required Recommended OpportunityId Opportunity ID ContactId Contact ID CreatedDate Created date Id ID IsPrimary Is Primary? Role Role SystemModstamp Last modified (automated or user) Opportunity History API field name Salesforce field label Required Recommended Amount Amount CloseDate Close date CreatedDate Created date ForecastCategory Forecast category Id ID OpportunityId Opportunity ID Probability Probability StageName Stage name Opportunity Split Make sure you're importing the following fields when working with opportunity splits: API field name Salesforce field label Required Recommended SplitAmount Amount IsDeleted Deleted SplitOwnerId User ID SplitPercentage Percent (%) OpportunityId Opportunity ID SplitTypeId Opportunity Split

Tech admin Calls and meetings recorded and analyzed in Gong are exported to HubSpot as either a meeting, call or note object in a Company, Contact, or Deal. By default calls are exported as meetings. If you have already exported calls as one object and change to a different object, the existing calls are not changed to the new object. However, if calls already exported to HubSpot are re-exported, for example if you add a field to the export list, then those calls will be re-created as the new object. Note: It can take up to six hours to export Gong data to HubSpot. To export calls to HubSpot: You can choose whether to export conference call data, or data on calls recorded on a telephony system or both. The data exported includes details such as when the call took place, how long it lasted and what the

Tech admin Company settings > Data capture > Recording consent Customize the pre-call email, consent page, and audio prompt settings for each profile. In the Recording consent settings page, click Add Profile or click an existing profile to edit it. Enter a Name and Description for the profile. Set the consent page options In the Consent page section, if you want to get consent to record before starting/joining the meeting, set the following: Consent page . Switch to On and click Show settings . This enables but does not enforce displaying the consent page before opening the meeting. Without enforcing the consent page, Gong may record meetings where consent was not explicitly given. Enforce use of consent page . Check to ensure Gong only records meetings where consent was explicitly given to record the call. If additional meeting links are included in the invitation, the call may not be recorded. Send team members

Tech admin Any Gong plan* Company settings > Data capture > Recording consent This article explains how changing a consent profile can effect existing meetings, or how meetings are set in the future. Change: From enabled to disabled Implications: Links to the consent page in scheduled meetings will no longer work, meaning participants will not be able to join. We email all tech admins when the consent page is changed from enabled to disabled. What you need to do Update anyone with the assigned profile and / or meeting organizers that you're turning off the consent page, and that they should: Replace the links in scheduled meetings. Replace the links in scheduling tool events. Change: From static link to dynamic link or let host decide Implications: Static links to the consent page in scheduled meetings will no longer work, meaning participants will not be able to join. We email all tech admins

Tech admin Any Gong plan* Company settings > Authentication Step 1: Set up Gong in Rippling Login into your Rippling Admin account. On the Rippling dashboard, scroll down to the App Directory. In the search box , type "Gong". Click the Gong icon. Click Connect Existing Account . Select I'm the Admin, I'll install it . If you're not a Gong Admin, select Invite someone else to install it , and nominate someone else to complete set up in Gong, as described here. A new page appears containing the Identity Provider Metadata URL. Copy the Identity Provider metadata link, and save it for when you need it in Gong (Step 2 below). Click Move to next step , and follow Rippling's instructions to finish set up. Step 2: Set up Rippling in Gong In Gong, click Company settings > Authentication . In the Additional authentication providers area, scroll to the SAML area. Ensure that

Tech admin Any Gong plan Company settings > People > Team members You can manage Gong team members manually or with automatic provisioning . This article walks you through the process of managing them manually. Note: If you use automatic provisioning , it's preferable to manage your team members directly from the IdP (identity provider) as any manual update may be overwritten when your IdP syncs with Gong. The team member table includes the name of the team member (1), seats assigned to them (2), their data capture settings (3), their home workspace (4), their permission profile (5), whether or not they’re technical admins (6), and their consent profile (7). You can filter the list (8) by status, seats, data capture, permissions, workspace, or any other setting applied to team members, or simply search for an individual name. If your last contract renewal was prior to March 2025, you remain under one