Who can use this: Any team member
Available on: Any Gong plan
Gong exports customer interactions to Salesforce as tasks and events so reps can track engagement directly in the CRM. These activities include calls, meetings, emails, and Engage actions.
The activities exported to Salesforce 365 vary based on your company’s configuration which includes:
Which Gong activities your company exports
Whether activities are exported as Salesforce tasks or events
Whether Gong creates one Salesforce activity or multiple activities per Gong activity
Which Gong custom fields your company added to Salesforce
Activity types Gong can export
Depending on your company’s configuration, Gong can export the following activity types to Salesforce:
Meeting invites
Conference calls
Telephony system calls, including calls made through Gong Engage
Emails sent through the Gong email composer
Engage tasks
Engage LinkedIn connection requests and messages
Engage flow activity
How activities appear in Salesforce
Gong exports activities as Salesforce tasks or events.
Reps use these activities to review engagement history, confirm outreach, and understand recent customer interactions without leaving Salesforce.
One activity or multiple activities
Many Gong activities involve multiple participants and are associated with more than one Salesforce record. For example, a meeting might include several contacts, relate to an account, and be linked to an opportunity.
Gong does not assume which participant or record is the primary one. Instead, your company chooses how Gong creates this activity in Salesforce.
One task per Gong activity
When this option is enabled, Gong creates a single Salesforce task for each Gong activity.
The task includes all related context in custom fields, such as:
All activity participants
All associated accounts
All associated opportunities
This option keeps the Salesforce activity timeline concise and avoids duplicate tasks. Reps review the full context by opening the task and checking the populated Gong fields.
This option is commonly used by teams that prefer a single source of truth for each activity.
Multiple tasks per Gong activity
When this option is enabled, Gong creates separate Salesforce tasks so the same Gong activity appears under multiple records.
For example, Gong can create tasks for:
Each matched contact or lead
The related account
The related opportunity
This option makes activity visible directly on each record without requiring reps to open a task to see associations.
Private calls in your CRM
Calls that are set as private in your calendar aren’t visible to Gong and aren’t imported to Gong.
Calls that are set as private in Gong may be exported to your CRM if your tech admin has set this up. Private calls are displayed as follows:
Private calls exported as tasks
Private tasks are displayed as follows:
The subject of the task is Private call.
Comments updated to This call has been marked as private in Gong’s platform. To view the full details, please adjust the call’s privacy setting to public.
Private calls exported to the Gong Conversation object
If your tech admin has installed the Gong for Salesforce private calls are displayed in the Conversation object as follows:
Conversation title updated to Private call
Call Brief, Call Highlights - Next Steps, and Call Key Points updated to This call has been marked as private in Gong’s platform. To view the full details, please adjust the call’s privacy setting to public.
Is Private is checked