Set up 3rd party association

Who's this for? Orgs that use 3rd parties to sell their products

CRM setup

1. Make sure you identify 3rd party partners in account objects.

   For example, Account type=Partner, Business_type=Existing Agency, Type=Broker

2. Make sure you identify the name of the 3rd party in opportunity objects.

   For example, Partner account, Billing agency, Referring agency

3. Use Contact Roles to connect the 3rd party contacts in opportunity objects (Salesforce integrations only). To use contact roles:

   1. Activity participant must be a contact in an account in the CRM

   2. The CRM contact is defined as a contact role in the opportunity

Set up in Gong

1. Click Company settings > CRM > 3rd party association.

2. Follow the on-screen directions on screen.

   The first 2 settings, Account type for 3rd parties and Reference field for 3rd party account name in an opportunity, are mandatory for successful 3rd party association.

   

   The last setting, No 3rd party account name in an opportunity, is optional. This setting is intended for people who know they need it.

3. Give the system up to 24 hours to sync, and enjoy!