Set up custom flow fields in your CRM

For Gong to export Engage activity data to your CRM, you need to set up custom flow fields. 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.

Flow fields will not be applied retroactively, meaning flow-related activity that took place before custom flow fields are set up in your CRM will not have flow fields.

How to set up custom flow fields

Create the custom fields in your CRM as they're written in the table below. If you're using the Gong for Salesforce app version 2.29 or later, custom fields are added automatically and you do not need to set them up manually.

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 don't set up custom flow fields in your CRM and you are not using the Gong for Salesforce app version 2.29 or later, the activity itself will still be pushed 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 pushed 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 documentation 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

Possible values for the 'Current flow status' field