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    Set up Microsoft Exchange and Outlook to work with Gong (not on-premises solutions)
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    Contents

    Set up Microsoft Exchange and Outlook to work with Gong (not on-premises solutions)

    • 1 minute read
    • Contributors
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    Article summary

    This article provides a guide on setting up call recording with Microsoft Exchange and Outlook for solutions not on premises. To automatically include Gong on outgoing invitations, create a rule in Outlook to CC Gong on all sent invitations. For incoming invitations, set up a rule to forward them to Gong. In Outlook, go to File, then Manage Rules & Alerts, and create new rules for messages sent and received. Specify meeting invitations, select the option to CC a specific address (company's handler), and finish the setup. Contact your CSM if unsure about the handler address. These rules enable call recording integration with Gong for Microsoft Exchange and Outlook.

    This article explains how to set up call recording when you use Microsoft Exchange and Outlook in solutions that are not on-premises.

    Set up these two rules in Outlook:

    • Automatically cc Gong on any invitation you send

    • Automatically forward any invitation you receive to Gong

    CC Gong on all outgoing invitations

    1. Open Outlook and in the upper left corner, click File.

    2. Click Manage Rules & Alerts.

       Exchange_manage_rules

    3. Click New Rule.

    4. Click Apply rule on messages I send and then click Next.

    5. Select the which is a meeting invitation or update box, and then click Next.

    6. Select the Cc the message to people or public group box. Then, in Step 2, click the people or public group link.

    7. In the To line, copy and paste your company's handler address. If you're not sure what it is, contact your CSM.

    8. Click Finish.

    Forward all incoming invitations to Gong

    1. Open Outlook and in the upper left corner, click File.

    2. Click Manage Rules & Alerts.

    3. Click New Rule.

    4. Click Apply rule on messages I receive, and click Next.

    5. Select the which is a meeting invitation or update box, and then click Next.

    6. Select the Cc the message to people or public group box. Then, in Step 2, click the people or public group link.

    7. In the To line, copy and paste your company's handler address. If you're not sure what it is, contact your CSM.

    8. Click Finish.

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