Sales rep, Sales manager, Tech admin
Gong Engage*
The Gong Anywhere Outlook Add-in brings powerful sales engagement tools directly into your Outlook inbox. With Gong Anywhere, you can easily identify and manage contacts, track email engagement without switching platforms, update CRM fields and manage to-dos within Outlook, add contacts to Engage flows, and more.
Which Outlook add-in is right for you?
Two Outlook add-ins are available from Gong, Gong Anywhere and Gong for Outlook. Gong Anywhere includes all the features that are available in Gong for Outlook. If you want to access Engage features in Outlook, use Gong Anywhere. If you prefer basic Gong functionality without Engage, Gong for Outlook is the better choice.
Gong Anywhere | Gong for Outlook | |
|---|---|---|
Best for | Companies that have an Engage license | Companies that don’t have an Engage license or don’t need Engage features in Outlook |
Features | Full Engage functionality within Outlook, including all Gong for Outlook features | Automates adding dynamic and static links to meetings set up in Zoom, WebEx, GoToMeeting, or Google Meet |
Required Outlook permissions | ReadWriteMailbox | ReadWriteItem |
Installing and activating the add-in for individual team members
From Outlook
Open Outlook
Click on the Get Add-ins button in the Outlook toolbar
In Microsoft AppSource, search for Gong Anywhere or Gong for Outlook depending on which extension you want to use
Click Add or Get it now to install the add-in
Follow the prompts to complete the installation
Open any email in Outlook
Click on the Gong icon in the toolbar
Sign in using your Gong credentials
Grant the necessary permissions to enable functionality
The add-in is now active and appears in your Outlook side panel when viewing or composing emails.
From the Microsoft AppSource app store
Visit the Gong Anywhere Outlook add-in page or the Gong for Outlook page depending on which extension you want to use
Click Get it now to install the add-in
Follow the prompts to complete the installation
Open any email in Outlook
Click on the Gong icon in the toolbar
Sign in using your Gong credentials
Grant the necessary permissions to enable functionality
Installing and activating the add-in for your organization
Alternatively, admins can save your teams time by automatically installing (force-install) the add-in for all users in your organization. To do this, see the Outlook instructions on how to Deploy add-ins in the admin center.
Once installed, the extension needs permission to interact with specific applications. Sometimes the URLs for these applications change and Gong will ask for permissions again.
Using Gong Anywhere
To start using Gong Anywhere in Outlook, open any email in your Outlook inbox. Ensure you’re signed in with your work account as the extension will only work with the Outlook account you use to sign in to Gong.
Compose faster with Engage writing tools in Outlook
While composing an email, you have quick access to templates, blocks, and the rephrasing tool. Click Templates or Blocks to browse the templates and blocks you use in Gong Engage without leaving the email you’re working on.
To get rephrasing suggestions for your entire email, click Rephrase in the add-in side panel. You can also highlight a specific phrase or sentence of at least 5 words and click Rephrase to get suggestions.
See when someone is a contact or lead in Gong
You might use Outlook to communicate with colleagues, external prospects, and customers. To easily distinguish between the two, you’ll know someone is logged as a contact or lead in Gong in the Outlook side panel while viewing or composing emails. You can also hover over an email conversation to see which contacts are synced with Gong.
You can see when someone has been marked as do not contact in Gong, indicated in the add-in panel once you’ve added the person to the “To” field of an email:
Get full context and complete Gong actions
While viewing or composing an email, the add-in panel gives you information about who’s involved in the email thread. See which contacts are already synced to Gong, unknown people, and people from your company.
Click on the name of someone in Gong to drill down for more details.
From here, you can see the person’s flow status, recent activity, contact details, and more. Create and manage notes and to-dos, complete LinkedIn action items, update CRM fields, and more without switching tools.
Get consent to be recorded
Set up meeting links with a consent page that’s displayed before the participant joins.
Easily schedule your Gong recorded meeting by selecting the Gong meeting link, then instantly join meetings with one click.
Learn more about recording consent.