Where to go: company settings > Google Workspace
Who's this for?
Tip
Problem with the setup? See our troubleshooting article.
-
To enable user-by-user connection, ask your Google Workspace Super Admin to let Gong access the calendar meetings and emails within Google Workspace.
-
In the Google Workspace integration settings page, click SET UP USER-BY-USER CONNECTION.
Based on your connection type, you are guided through the process.
When the set up is complete and Google has granted permissions to Gong, the set up screen closes, and a success message is displayed.
-
In the Google Workspace integration settings page, turn on import of calendar meetings, and select what type of meetings to import:
Note
These settings require a paid Gong seat. Learn more.
Note
By default, we turn on import for calendar meetings and emails, which is highly recommended so that your salespeople benefit from seeing a comprehensive view of deal activity, all in one place.
-
Import meetings set to be recorded: only meetings that match recording settings are imported.
-
Import all meetings, including meetings not set to be recorded: all meetings, including meetings with CRM contacts that are face to face, scheduled by the contact, or with a missing URL—but with the exception of private calls—are imported.
When this option is turned on, we import meetings from the last 12 months where we can match the participants with a CRM account.
-
Note that there are additional setup requirements for importing meetings not set to be recorded.
-
-
Turn on import of emails.
-
Turn on the ability for team members to send emails via Gong.
You must turn on data capture for relevant team members in order to complete the integration. For details, see Change settings for a team
Note
Team managers can check the status of their team’s connections in My Settings. If they have permission, they can turn on email import from this screen.
Comments
0 comments
Article is closed for comments.