Who can use this: Any team member
Available on: Any Gong plan
Gong exports customer interactions to Dynamics 365 as activities so reps can track engagement directly in the CRM. These activities include calls, meetings, emails, and Engage actions.
The activities exported to Dynamics 365 vary based on your company’s setup.
Activity types Gong can export
Depending on your company’s configuration, Gong can export the following activity types to Dynamics 365:
Meeting invites
Conference calls
Telephony system calls, including calls made through Gong Engage
Emails sent through the Gong email composer
Engage tasks
Engage LinkedIn connection requests and messages sent through Gong
Engage flow activity
Meeting invites
Meeting invites are exported as MS Dynamics tasks and include the following details:
Subject: The meeting title
Regarding: The meeting participants
Start date: The time the meeting is set to start
Due date: The time meeting is set to finish
Activity status: Open
Owner: The Gong meeting owner
Conference calls
Conference calls are added to the task created for the relevant meeting invite and include the following:
Subject: The call title
Regarding: The call participants
Description: Call details including the call participants, a link the recording, the call brief, key points, and next steps
Start date: The time the meeting started
Due date: The time meeting finished
Duration: The duration of the call
Activity status: Completed
Owner: The Gong call owner
Dialer calls
Dialer calls are exported as Phone Calls and include the following:
Subject: The call title
Regarding: The call participants
Call From: The name of the person who made the call
Call To: The name of the person who recieved the call
Direction: The call directions
Description: Call details including the call participants, a link the recording, the call brief, key points, and next steps
Due date: The time of the call
Duration: The duration of the call
Activity status: Completed
Owner: The Gong call owner
Emails
Emails are exported as Email objects and include the following:
From: The person who sent the email
To: The person who received the email
CC: People CCd on the email
Subject: The subject of the email
Regarding: The account the email is associated with
Due Date: The date the email was sent
Owner: The Gong email owner
Description: The body of the email
Activity Status: Completed
Engage flow details
Flow data is exported for activities carried out as part of a flow. The flow data included in the MS Dynamics activity are:
Engage Flow Name
Engage Step Number
Engage Flow Sequence Id
Engage Flow Execution Id
Where to find Gong activities
Reps can find Gong activities in Dynamics 365 on account, contact, lead, and opportunity records, as well as in activity views.
Gong activities appear in:
The Activities section on account, contact, lead, and opportunity records
Activity lists
Phone calls exported from Gong appear as phone call activities.
Flow data in MS Dynamics
Flow data can be exported to custom fields and a custom object. Custom fields are fields your technical admin defines to display additional data that is not included in standard Dynamics fields. For example, a contact record might include a field that shows the date of the most recent Gong call, helping reps quickly understand how recently the contact was engaged.
Flow custom fields
Flow custom fields are added to a contact’s Details tab. These fields display information about the Engage flow the contact is currently in, such as the flow name or status.
Flow custom object
If your tech admin has installed the Gong for Dynamics app, Dynamics also includes an Engage Flows custom object.
This object displays a list of all the Engage flows a contact has been added to, which is especially useful when a contact is part of multiple flows.
To view Engage Flows for a contact:
Open the contact record.
Select Related and click Engage Flows.
In the list of Engage flows, select a flow you want to see more details on.