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    Display account data in the Engage Account/Pipeline tabs
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    Display account data in the Engage Account/Pipeline tabs

    • 1 minute read
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    Article summary

    Data related to an account can be displayed in either the Account or Pipeline tabs in Engage. To add a tab, set up an integration and select iFrame. In the Account information, enter the URL Gong should link to when the tab is clicked. Gong automatically adds the account ID to the URL provided. For example, if the URL is https://account.partner.com, the iFrame URL will be https://account.partner.com/?accountId=A000Z123. Use this account ID to retrieve the relevant information for display in the tab.

    You can display data relating to an account in either the Account or Pipeline tabs in Engage.

    In order to add a tab, you must set up an integration and configure the following:

    1. Select iFrame integration and in Account information, provide the URL Gong should link to when the customer clicks on the tab.

    2. Gong adds the account ID to the URL provided, for example, if your URL is https://account.partner.com, the iFrame URL will be https://account.parnter.com/?accountId=A000Z123. Use this account ID to retrieve the relevant information to display in the tab.

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