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Hello!

 

We have a primary contact on all opportunities in SFDC because we are required to create opportunities from a contact… however, we have turned off requirements for reps to enter any other contact roles on opportunities for a number of reasons.  We can look at things like Gong call participants to see who else is involved, but marketing (Marketo) would also like to act on this data and Marketo can really only use contact roles on the opportunity to see who is involved.  Any way to populate contacts with roles (Contact Roles) on an opportunity based on call participation data?  Example- 4 contacts from Beta Corp join a call tied to Opportunity X… could we have all 4 added to Opportunity X as contacts with the generic role like “influencer”?  This would be supremely cool and helpful for our marketing org to nurture and measure influence...

Hi Stephanie, thanks for your question!

If you’re using the Gong managed package in SFDC, you should have all the information from Gong in your CRM already. Your SFDC admin can then create a Flow (automation rule) to copy that Gong data into the opportunities and contacts. 

Hopefully this helps!

@Noga Aloni Thanks- this is what we are trying- like automating activity logging, automating contacts associated with opportunities is ‘technology for good’ and removes pain point between sales and marketing without anyone giving up anything ;-)

That’s a great idea! Let me know if you need additional help on this!

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