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Automate a call via a Jira ticket

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Naomi Papoushado
  • Updated

You can either automate a Gong call by creating a Jira ticket, or auto attach a call to a Jira ticket.

  1. Use Zapier.

    Note

    Zapier is freemium software, meaning you do not need to have a paid license to Zapier for this Jira ticket process to work.

    Screen_Shot_2021-08-10_at_15_36_38.png

  2. Confirm your Jira.

    Screen_Shot_2021-08-10_at_15_37_00.png

Enable Gong to push straight to an SFDC case

  • Use the Gong conversation object (recommended) and/or Gong's API.

  • Attach it to the case using process builder, or grab a Gong URL and insert it into a field on the case.

  • When using your existing Jira automation, take into account that the Gong field will be pulled in.