Set up custom flow fields in your CRM

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Article summary

To work with Gong Engage, an Engage seat is required. Custom flow fields need to be set up for Gong to export Engage activity data to your CRM. This can be done automatically with the Gong for Salesforce app. Setting up flow fields allows reps to filter and find people based on field values. Activities done as part of a flow will have additional fields exported. If custom flow fields are not set up, activities will still be exported but without flow context. Updating settings is necessary to export flow fields to your CRM. Flow data visibility on CRM page layouts requires additional steps. Changing flow field values in Salesforce does not sync with Gong.

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Note:
Working with Gong Engage requires an Engage seat.

For Gong to export Engage activity data to your CRM, ensure that your custom flow fields are set up. To save you time, this can be done automatically with the Gong for Salesforce app. Setting up flow fields and exporting them to your CRM also allows reps to filter and find people according to these field values, such as whether or not someone is actively in a flow, which flow they're currently in, the type of step they're on, and more.

Whenever an activity, such as a call or a LinkedIn message, is done as a part of a flow, Gong exports the below fields in addition to the activity's standard fields. One-off activities that are not executed as a step in a flow will be exported without the flow fields. You can also learn more about how different types of Engage activities get exported.

Once custom flow fields are set up in your CRM and flow-related activity takes place, you will start seeing flow fields in your CRM.

Note:
If you change the flow field values or the person’s status in Salesforce, the new values are not synced to Gong.

How to set up custom flow fields

If you're using the Gong for Salesforce app, custom flow fields can be created for you automatically. You can also install the Gong for Salesforce app if you haven't yet.

Alternatively, you can set the fields up manually.

To learn more about automatic vs. manual custom flow field setup, see Create Salesforce tasks for calls and emails.

Export data from flow fields to your CRM

Once the fields are set up, you need to update your settings to ensure that the fields will be exported to your CRM. This will allow reps to filter by flow status fields in Engage.

Learn how to export Engage flow data to Salesforce

Learn how to export Engage flow data to HubSpot

You can also see how Engage exports data to your CRM to learn more about how the data is modeled.

What happens if I don't set up custom flow fields in my CRM?

If you aren't using the Gong for Salesforce app and you don't set up custom flow fields manually, the activity itself will still be exported to your CRM, but without custom flow fields. For example, if you make a call as a step in a flow, the call will be exported to your CRM, but without the flow context that the custom flow fields provide.

Making flow data visible on page layouts in your CRM

Having these flow fields in your CRM database does not automatically expose the fields in page layouts in your CRM. See the following articles to learn about making flow data visible on page layouts in your CRM:

Salesforce: Create Account Page Layouts

HubSpot: Customize the properties in the left sidebar of records

Custom flow fields: Salesforce

Flow data	Adds any Engage data to your tasks and contacts so that you can see which actions were done as part of a flow. By exporting Gong’s Engage data to Salesforce, you can also run Sales-engagement analysis directly in your CRM.
Field label name	Description	Object to add field to	Field API Name	Data type
Engage Flow ID	The ID of the flow the task is associated with. Empty when not associated with a flow.	Task	Gong_Current_Flow_ID__c	Text (30)
Engage Step Attempt ID	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.	Task	Gong_Flow_Execution_ID__c	Text (50)
Engage Flow Name	The name of the flow the task is associated with	Task	Gong_Current_Flow_Name__c	Text (100)
Engage Step Number	The step number in the flow the task is associated with	Task	Gong_Current_Flow_Step_Number__c	Text (10)
Engage Flow ID	The ID of the flow the contact is in. Empty when not associated with a flow	Contact and lead	Gong_Current_Flow_ID__c	Text (30)
Engage Step Attempt ID	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.	Contact and lead	Gong_Flow_Execution_ID__c	Text (50)
Engage Flow Name	The name of the flow the contact is in	Contact and lead	Gong_Current_Flow_Name__c	Text (100)
Engage Flow Status	The status of the flow the contact is in	Contact and lead	Gong_Current_Flow_Status__c	Picklist. Options are: Active Paused Opted out Removed Completed Removed response
Engage Step Number	The step in the flow the contact is in	Contact and lead	Gong_Current_Flow_Step_Number__c	Text (10)
Engage Step Type	The type of step the contact is in	Contact and lead	Gong_Current_Flow_Step_Type__c	Text (80)
Engage Step Completion Date	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.	Contact and lead	Gong_Current_Flow_Task_Due_Date__c	Date
Added to Engage Flow By	The name of the Gong user who assigned the contact or lead to a flow	Contact and lead	Gong_Current_Flow_User_Name__c	Text (80)
Currently in Engage Flow	Indicates whether the contact or lead is currently in an Engage flow	Contact and lead	Gong_Actively_Being_in_a_Flow__c	Checkbox

Custom flow fields: HubSpot

Flow data	Adds any Engage data to your tasks and contacts so that you can see which actions were done as part of a flow. By exporting Gong’s Engage data to HubSpot, you can also run Sales-engagement analysis directly in your CRM.
Field label name	Description	Object to add field to	Field API Name	Data type
Gong flow ID	The ID of the flow the contact is in. Empty when not associated with a flow	Contact	gong_current_flow_id__c	Text (30)
Gong step attempt ID	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.	Contact	gong_flow_execution_id__c	Text (50)
Gong flow name	The name of the flow the contact is in	Contact	gong_current_flow_name__c	Text (100)
Gong flow status	The status of the flow the contact is in	Contact	gong_current_flow_status__c	Picklist. Options are: Active Paused Opted Out Removed Completed Removed Response
Gong step number	The step in the flow the contact is in	Contact	gong_current_flow_step_number__c	Text (10)
Gong step type	The type of step the contact is in	Contact	gong_current_flow_step_type__c	Text (80)
Gong step due date	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.	Contact	gong_current_flow_task_due_date__c	Date
Gong added to flow by	The name of the Gong user who assigned the contact or lead to a flow	Contact	gong_current_flow_user_name__c	Text (80)
Gong currently in a flow	Indicates whether the contact or lead is currently in an Engage flow	Contact	gong_actively_being_in_a_flow__c	Checkbox

Possible values for "Engage Flow Status" field

Learn more about flow statuses in your CRM.

Current Values	Description	New values (coming soon)	Description
Active	The contact/lead is currently active in the flow	In progress	The contact/lead is currently active in the flow
Paused	The contact/lead is in a flow that was paused, either manually or automatically	Paused	The contact/lead is in a flow that was paused, either manually or automatically
Opted out	The contact/lead was removed from the flow automatically because they were marked as 'Opted Out'	Opted out	The contact/lead was removed from the flow automatically because they were marked as 'Opted Out'
Removed Response	The contact/lead was removed from the flow because an email reply was received	Finished (replied)	The contact/lead was removed from the flow automatically because an email reply was received
Removed	The contact/lead was removed from the flow (not because they were marked as 'Opted Out')	Finished (removed manually) Current name: Removed	The contact/lead was removed from the flow (not because they were marked as 'Opted Out')
		Finished (meeting booked) Current name: Removed	The contact/lead was removed from a flow
		Finished (no reply) Current name: Removed	The contact/lead completed the last step of the flow and did not reply
		Bounced	The contact/lead was removed from the flow automatically because an email bounced
		To-do expired	The contact/lead was removed from the flow automatically because their flow was paused for 30 days
		No license	The contact/lead was removed from the flow automatically because the rep assigned to the flow step does not have an Engage license
		Person deleted	The contact/lead was removed from your CRM
		Flow deleted	The flow was deleted in Gong

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