Logging calls in SF that not recorded in Gong (cell)
If a seller logs a call in Salesforce that is not recorded, it doesn't pull over to Gong... is it possible to log a completed task in gong to get a full representation of what's happening with the account? While I know a seller could just create fake logged calls I can manage that on my end. Is there a way, either programmatically or more manually to get “credit” for a logged call?
I ask b/c one of the things we track closely is activity (or lack of) so if a rep is making attempts to connect I want to see that and for them to get the “credit” for it.
Is this possible and/or how can we do so?
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Hey Joe! Good question.
I’m passing this along to our internal team for some thoughts and will get back to you ASAP.
Cheers!
@Joe Barrow you ask “is it possible to log a completed task in gong to get a full representation of what's happening with the account? ”
YES is it, and I seeing this question more recently.
As background, kudos to Gong for adding recent out of the box enhancement's for pushing activities from Gong to CRM (Salesforce and HubSpot).
It’s a little harder technically for Gong to control, or have visibility to, on something happening in an external system (like a task being created in Salesforce) can make its way into Gong.
The good news:
Gong has an Engagement APIthat allows you to push engagement events into Gong. You need a process (code or workflow) to:
Decide what is worthy of pushing into Gong
What information to push it into Gong
Set the CRM context (account, opportunity, contact) so Gong knows where to relate it
It does require work on your end to orchestrate the Gong API call.
I am hosting a data meetup tomorrow at 1 EST. Register for it, and we can talk it through as I am sure other people are interested.
@Molly Kipnis
I thought more about this post and remembered that I had testing this using HubSpot and Zapier a few months ago.
Net net: I used Zapier to pull data from HubSpot based on criteria and then push data to the Gong using the Engagement API.
Here is how it looks. The data looks a little bare, as I just populated the minimal required data. The data can be more expansive and you can have link embedded that brings you back to the originating record.
Andrew.
Thanks for the info here Andrew. I will try to connect the dots with my team and see if I can do something like this with SFDC.
@Joe Barrow yes it will work the same with SFDC. Good luck.
