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
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.