Tech admin Any Gong plan* Admin center > Settings > CRM > Activity association When making changes to the activity association settings, or if an activity does not have accurate associations, you may want to understand the logic behind the current associations or how different settings will change the activity associaton.   The association simulator lets you:  See how current activities would be associated when new settings are applied  Assess a specific activity to understand the association logic You can choose to update activities occurring the in last 30 days. In this case, changes to the associations will be exported to your CRM. To run the association simulator : Click Open simulator in the Association simulator pane. In Simulate association for : Select Single activity if you want to see the association logic for a single activity. Enter the activity ID or the URL for the activity. To get the ID or the URL, go to

You may want to delete a large number of Gong conversations and their associated  child records to reduce the amount of data storage used in Salesforce. Gong for Salesforce creates 25-40 records for each conversation, and therefore customers may want to remove older conversations. This article describes how to delete the relevant conversations together with their associated child records. Note Only records created by Gong are deleted. No Salesforce records are deleted. We used dataloder.io, a free online export/import/delete solution (Acquired by Mulesoft), to export the conversations to delete. You can use any tool for this action. Queries in the article contain explicit dates. Make sure to update these values based on your requirements We recommend this process instead of a direct deletion of the records, as conversation records are updated over time, for example if trackers are updated. Conversations that are updated by Gong are

All team members Any Gong plan* Any call you have access to With Gong recording your calls, you can spend your time on calls listening rather than note-taking. When the call is over, go back to the call and listen again, so you can learn, improve, coach, prep for your next call, and more. Overview of the call page Click on a call to open the call page. At the top of the page, you'll see the following: Call title: Hover the title to edit it. Call date, duration, and account: Click on the account name to open the account activity panel on the right, where you see recent meetings and emails, changes to the CRM, digital interactions and more. Add to: Add to library: Click here to add the call, or part of it, to a folder Add to Listen later: Click to make the call accessible

Sales rep , Sales manager , Manager of managers Gong Forecast * Deals > Forecast This article explains how to initiate a data backfill process to align your Analytics reports with changes made to your data. The service ingests data from up to 5 quarters into the Trends (including Projection), Changes , Pacing (including Pipeline needed), and Performance reports. Who's this for? Existing Gong Forecast customers with up to 5 quarters of Gong data. Note: If your company is new to Gong Forecast and wishes to ingest historical CRM data into Gong, contact your CSM. When do I need historical data backfill? You may need historical data backfill if: You've updated your business line , either by changing the data/amount/owner CRM fields or by changing your Forecast categories. You've created a new business line. Note: Without historical data backfill, new reports won't display any historical data, and existing reports will

Gong sends two kinds of emails. Onboarding emails are sent during the onboarding process. Subscription emails are ongoing notifications sent to subscribers with updates about calls, deal boards, coaching digests, and so on. All notification emails are sent to people at your company, not customers. Where to manage emails in Gong Individuals can manage their emails in their My notifications page. Tech admins can manage emails on behalf of the entire organization from the Notification settings page. Onboarding emails The following table describes Gong's onboarding emails and which emails can be controlled, and by whom. Topic Description Sent when Welcome An optional email that admins can send to welcome new users in Gong Tech admins can decide whether the welcome mail is sent at the time a user is provisioned, or later. Complete setup An email sent to prompt people to complete a manual step required to finish setting

Sales manager Gong Forecast * Outcome: This recipe helps you quickly achieve high confidence that your forecast to management contains only deals that are on track to close Frequency: Weekly or monthly, depending on your forecasting cadence Your steps Step 1: Ensure your team has updated their opportunity stages and forecast status with enough time for you to cross check before sending your forecast rollup. Go to the Gong deal board and filter to see the deals for everyone in your team for the relevant time period (e.g. deals closing this quarter, or this month). You can declutter the view by showing only open deals. The deal count and total amount at the top of the page should stack up with your expectations. Step 2: Sort the opportunity list by account name, amount, or stage to home in on the deals that will make or break your forecast. You’ll

Gong is a great solution for onboarding new team members. The Call Library allows new employees to review calls that were grouped into folders and specifically selected to demonstrate a skill or to teach a topic. Set library folders to curate calls for future coaching and onboarding. Tip: Create library folders by opportunity stage (discovery, demo), by topic (product, competition) or by skill (negotiation, handling objections). Encourage team members and managers to add calls to relevant folders (or create new folders when necessary) such that others can learn from these calls. Add comments and notes that highlight what are the learnings from each call and guide users to the relevant call segments. Direct new employees to listen to calls in specific library folders as part of their onboarding plan.

Preview results on the right, click Save . The metric is now available to be used in widgets . Note: Formula metrics based on targets can’t be used in custom charts . To edit an existing metric: Go to Admin Center > Settings > Analytics assets > Metrics , find the metric you want to change, click and then Edit , make your changes and click Save . Examples of formula metrics Here’s some examples of formula metrics: Metric Calculation based on The math behind it Pipeline coverage Open pipeline (basic metric) Booking (basic metric) Booking Target (target) Booking attainment Booking (basic metric) Booking target (target) Win rate $ Bookings (basic metric) Total lost (basic metric) Best practices To make the most out of your metrics, we recommend: Keeping the list short To maintain a concise and efficient metric repository and avoid duplication, we recommend utilizing these metrics and adjusting them to your business needs before building

you the ability to offer more structured coaching. Note that for now, the overall scorecard is still 1-5. New location for creating scorecards - Business admins can now create scorecards directly from within the TEAM tab > SCORECARDS . Coaching metrics - drill down into calls - Now senior managers can see what makes up the data behind the coaching stats, and understand where they're focussing their coaching efforts. Highlights in live call transcript - When playing a call, the transcript highlights the text for speech. When accessing a snippet shared with you, call page opens on the highlighted part of the transcript. Select & share snippets internally, to the library, and to productboard. Tracker info in calls page - Now when you search for calls using a tracker, you can see what words and phrases make up the tracker. Customize data privacy link name on consent page - Admins can now edit the name of the

This article explains how to integrate the Zendesk telephony system with Gong. If you're looking for info on the general Zendesk integration that enables you to send call snippets to Zendesk and create support tickets - go here . Create a new integration in Zendesk In Zendesk Support, click Manage , and then select API in the Channels category. Click the OAuth Clients tab on the Channels/API page, and then click the plus icon (+) on the right side of the client list. Complete the following mandatory fields to create a client: Unique Identifier : This field is auto-populated with a reformatted version of the name you entered for your app. You can change it if you want. Ideally the name should have no spaces in between the words. Redirect URLs : Enter https://app.gong.io/dialers/auth/callback Click Save . After the page refreshes, a new pre-populated Secret field appears

Tech admin , Business admin Enable Essentials * Admin Center > Agent Studio AI Call Reviewer is an agent that helps your team give structured feedback on sales and customer conversations using scorecards. It speeds up the review process, reduces manual effort, and drives consistency across teams. AI Call Reviewer can either suggest answers for individual scorecard questions, or score entire calls automatically using your predefined criteria. What AI Call Reviewer helps you do AI Call Reviewer helps your team: Review calls more efficiently with AI-suggested answers Score entire calls automatically based on your criteria Reduce time spent on manual scoring Apply coaching criteria more consistently Deliver faster feedback to reps How it works AI Call Reviewer searches the call transcript to find answers to scorecard questions that your admin has set to Get answer by AI . There are two ways to use it: AI-suggested answers (manual review): Gong AI suggests

All team members Any Gong plan* You're notified about comments in Gong in Collaboration > Received on your homepage. When you'll be notified Here's when you can expect to be notified about a comment made on a call: When someone comments on a call you follow. Calls you follow are defined as: A call you participated in or are in the participants list for, whether you attended or not A call someone mentioned you in a comment on A call comment thread you participated in A call that you subscribed to by clicking Notify me about new comments in the call page Comments panel When someone mentions you in a comment When someone replies to your comment When someone replies in a thread you commented in Get notified outside Gong Stay on top of important deal collaboration by making sure you're notified via email or Slack when

Tech admin Any Gong plan* Admin center > Settings > CRM > Salesforce Import Salesforce fields to see your CRM data together with your Gong activities. Multi-select, address, location, and encrypted fields cannot be imported. Lookup fields may be imported (for example, AccountId in Contact), and are automatically selected. If you import a lookup field to another object, the referenced Name field won’t be displayed. Some Salesforce fields may have slightly different names when they are shown in the Deals board. Once you're set up, you can: Search for calls that match your Salesforce attributes in the Search page View deals information in the Accounts page See the fields as part of the ranking criteria in Whisper for Topics Drill down to monitor changes in the account timeline (for Opportunity fields set to track changes) Note: Make sure that the user that connects to Salesforce has access to all fields

Interaction stats reports can provide great insights into trends in your organization. Create custom reports for talk ratio per opportunity stage, or patience over time for your sales reps. Interaction stats are name/value pairs provided by Gong, and are available for every call. In this recipe, we show you how to create a custom report to surface which of your account executives has the longest customer story in Discovery stage calls, and what the win rate will be in this context. Create a new custom report, and give it the name Interaction Stats in Opportunities . In the Outline tab, pick at least one related record from Gong Conversations, and at least one related record from Interaction Stats.   In the Filters tab, filter the report to show which account executives let customers speak for the longest amounts of time:   Save the report.

Manager of managers Enable Essentials * Coaching > Coaching Metrics Download the coaching metrics report so you can see how your managers are coaching their teams. Learn about coaching for senior managers There are two versions of the report. The shorter version contains what you see in your current view of the COACHING METRICS tab. The longer version contains both what you can see in your current view, as well as all additional data that was analyzed by Gong to calculate the numbers shown in your current view. Here's a full list of the columns: Basic report COLUMN NAME HUMAN NOTES coach_name Coach's name coach_email_address Coach's email address coach_Gong_user_ID Coach's Gong user ID call_date Call date and time   call_duration_seconds Call duration in seconds call_host_name Call host's name call_host_email_address Call host's email address

Sales rep Gong Engage * The to-dos you see in Engage are a combination of tasks and reminders that help you stay on top of your daily work. Emails Calls LinkedIn messages LinkedIn connection requests Custom tasks To-dos can be generated several ways: Gong-recommended to-dos. Gong identifies potential actions you might want to take with prospects and customers. With Gong letting you know about these actions, there’s less of a chance that something will slip through the cracks. Some of these to-dos are generated using AI. Flow to-dos. These to-dos are generated by flow steps. They let you know when a flow step is due, and when flow events happen involving contacts or leads you’re assigned to. To-dos created by you. One-off to-dos that you create for yourself also appear on your to-do list. You can link them

Here are some best practices for setting up Gong to provide helpful tools to your support team. Generate support alerts from calls You can use trackers to automatically create support alerts directly from a call. Pick a representative group of calls and analyze the recordings to identify where customers express that they are having issues. For each word or phrase the customer uses when expressing the problem, create a tracker . Under Show this Tracker in , make sure Call pages is selected. Create an alert from the tracker. Be sure to select Immediately when each call is complete . Now the support team will get alerts for issues on the call page before the sales team even has time to notify them. Create support tickets from call comments You can also automatically generate a support ticket directly from a call's comments. Add a user to the call to represent your support

The following JSON is what Gong sends to the webhook when a rule is triggered. The payload is composed of two fields: callData and isTest . callData is the JSON of call data; isTest is a flag indicating whether the hook was executed as a test (from the UI). Note The call data structure and element definitions are identical to the API. For more details, see the API documentation . You need to be logged into Gong to access this page. Click to see the sample payload { "metaData": { "id": "5599332235511222779", "url": "http://local.gong-it.net:8080/call?id=5599332235511222771", "title": "Ron/Speedman", "scheduled": "2019-10-18T14:00:00-07:00", "started": "2019-10-18T14:03:37.041977-07:00", "duration": 2159, "primaryUserId": "7744111777663220493", "direction": "Conference", "system": "Zoom", "scope": "External", "media": "Video", "language": "eng" }, "context": [ { "system": "Salesforce", "objects": [ { "objectType": "Opportunity", "objectId": "0061Q00000mkU1fQAE", "fields": [ { "name": "StageName", "value": "Open Renewal" }, { "name": "Number_of_seats

has successfully uploaded the call. After the call is processed you will be able to find the call in the Gong user interface. STEP 3: Complete the integration The examples so far have shown how to upload an individual call. Typically you will need to upload batches of calls. It’s common for a customer to upload the last 30 days of calls to Gong when setting up their integration. This will be determined by your business needs. You will also set the integration up to upload new calls as they occur. Typically customers run a periodic batch job, for example every hour or once per day, to upload the new calls that have occurred since the last batch. It’s less common to upload calls individually as they occur, but this is possible if your telephony system provides an event when a new call recording is available. The

use auto-checkout for team members automatically provisioned : You will no longer automatically be billed when the number of provisioned team members exceeds the number of seats available. Instead, the seats will be assigned and your CSM will contact you for approval. If you use API keys : Admins will be alerted when API keys are about to expire. New integrations : Syft. Add contacts from Syft data to Engage flows. Learn more Retellio. Get your Gong calls in Retellio to create podcasts of the important highlights of your calls. Learn more Tribble. Export call transcripts and metadata to get answers to questions and complete questionnaires. Learn more January If you want to use Zoom Phone in Engage: Add the Zoom Phone dialer under Company Settings > Dialer setup . Then, complete the Zoom Phone setup to activate the dialer. Learn more If you want to import text messages from Dialpad: Set up