INTEGRATIONS

Ask questions and learn best practices about Gong's integrations.

  • 64 Posts
  • 161 Replies

64 Posts

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Michael LuCommunity Newbie
asked in INTEGRATIONS

Prevent private conversations from importing into SFDC?

In Gong’s Salesforce integration settings, you can filter the Gong calls that are exported to Salesforce. However, the “Is Private?” flag is NOT available in the list of filters.FEATURE REQUEST: Please allow private calls to be filtered out of calls exported to Salesforce.QUESTION: Any workarounds? I’ve implemented a Salesforce validation rule that prevents Gong Conversation records from being created in Salesforce if the Is Private flag is set to true. That generally works, but it may cause problems if Gong sends a batch of records over to Salesforce and one (or more) call records are private (the other non-offending records would also fail due to rollback of the entire batch).

4
Molly Kipnis
24 days ago
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Brett ShortsNew Participant
asked in INTEGRATIONS

Getting Gong activity in both Salesforce and Hubspot

We have Gong integrated with Salesforce (our CRM). We use Hubspot for automated marketing and is also integrated with Salesforce. I’d like to get Gong activity in Hubspot as well to help with ABM, but when Gong only supports integration with one CRM. Any ideas on how to get those Gong activities into Hubspot?

1
Molly Kipnis
29 days ago
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Neil CosgroveCommunity Newbie
asked in INTEGRATIONS

Using the Retrieve AI content data for calls (/v2/calls/ai-content) End point

I am, trying to get the call summary from the  /v2/calls/ai-content)End point.  Note that queries using other endpoints work fine, but this one no matter what throws a 500 server error.  Have been banging my head on this for a while would appreciate any helpURL/v2/calls/ai-contentBody{ "filter": { "fromDateTime": "2022-11-14T20:50:27.294Z", "toDateTime": "2023-11-14T20:50:27.295Z", "callIds": [ "555785916001072125" ], ,  "contentSelector": {    "brief": true,    "outline": true,    "highlights": true,    "callOutcome": true  } },}MethodPOST

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1 month ago
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Craig HallNew Participant
asked in INTEGRATIONS

salesforce integration - custom fields

In gong you can ask anything relating to a call. And it seems to work pretty well.  In salesforce we have a number of fields in our opportunity relating to customer goals, pains, risks etc.  it would be good if we could map a field from salesforce, phrase it as a question for gong ai and then automatically populate the field in salesforce. 

1
Molly Kipnis
1 month ago
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Nadav VakninCommunity Newbie
asked in INTEGRATIONS

Extracting data through Fivetran connector - missing crm and conversations tables

I’m extracting Gong data to our warehouse using Fivetran. For some reason I do not see the Conversations tables and the CRM tables (entity value, deal, account etc) showing data from our SFDC. I’m seeing other tables such as trackers, calls, worksapce, scorecard.Are these tables created by default? Does it require some additional configuration? Fivetran ERD for Gong appears here 

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D
2 months ago
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Kristen PaitCommunity Newbie
asked in INTEGRATIONS

Task Type or Subtype in Salesforce

Hi all- Has anyone ever brought gong calls into Salesforce as an activity type subtype.  I want to pull activity reports without using the report type of conversations. I heard that calls from GONG contain a subject starting with “ Zoom: ”, but subjects can be changed in Salesforce. The goal would be to determine which are phone calls and which are gong pre-scheduled calls.   Thanks, Kristen

11
S
2 months ago
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Zak FischenichCommunity Newbie
asked in INTEGRATIONS

What's the Best Method for Tracking Pipeline Velocity?

I would like to easily see what is coming into the pipeline, falling out, and closing over time in the form of a graph and data points. Does anyone have tips or tricks for doing this in Gong/Salesforce?

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Z
2 months ago
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Shaan VaidyaNew Participant
asked in INTEGRATIONS

Recovering from invalid refresh tokens

On making a refresh token request, a new refresh token is generated and the old refresh token is invalidated. If the new refresh token is somehow lost, there’s no way to recover. Is it possible to make the old refresh token stay valid for a grace period after it is used in making a refresh token call? 

1
Molly Kipnis
3 months ago
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UserUnleashCommunity Newbie
asked in INTEGRATIONS

oAuth user profile

Hello all! Since we are trying to integrate with the API that Gong is providing, we are interested in being able to identify the user that got oAuth-ed. Is the a way to achieve this? I am looking through the docs for some time now, and might be that I am missing it some where.In other words said, we want to get the user data for the oAuth-ed user.

10
BridgetFinegan
3 months ago
A
Ankit DhameNew Participant
posted in INTEGRATIONS

Integrating Gong API with Raycast

Has anyone tried to integrate Gong with Raycast.ai? I would love to connect with people who might have integrated Gong with certain custom productivity tools for a streamlined workflow

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L
4 months ago
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David GriffithsNew Participant
asked in INTEGRATIONS

Gong for Salesforce is not installed Error

Hi.  I connected Gong to Salesforce, then installed Gong for Salesforce and completed the configuration.  In Gong, It’s still showing Gong for Salesforce is not installed.   Can anyone help diagnose what I did wrong, or didn’t do?   

1
Molly Kipnis
4 months ago
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jackatdisplayrNew Participant
asked in INTEGRATIONS

Can Gong update only certain Salesforce event records?

We don’t need to update all related Salesforce event records.  Nor do we need to sync all the Gong data into Salesforce.  We just need to update the related Salesforce event as to the duration of the meeting.  Does Gong have out of the box configuration that can do this?  Or is an api call required?Thanks

7
shifarad
5 months ago
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Alay VakilNew Participant
asked in INTEGRATIONS

Refresh Token Expiry

Access Tokens expire periodically based on this doc - https://help.gong.io/hc/en-us/articles/13944551222157-Create-an-app-for-GongRefresh tokens can be used to get new access tokens. However, when do refresh tokens expire ?I have been getting “Refresh token code is invalid” error for an integration whose access / refresh cycles were working for the recent past. 

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Molly Kipnis
6 months ago
J
Jimmy Conway
asked in INTEGRATIONS

Recording calls from a ZoomRoom conference room

Hi all - We are natively integrated with Zoom as our preferred conferencing solution.  Recording works great but I recently tried setting up a call via Gong (using the Gong plug in via outlook) and including a conference room.  I was unable to / didn’t have the option to join the meeting via our conference room tablet.  What is the best way to have calls recorded that are in a conference room?  Our standard conference room equipment is: Logitech Rally Bar Mini & Tap IPLogitech Rally Plus & Logitech RoomMate & Tap IP And they are all setup as ZoomRooms Any thoughts on how to join a zoom call that is being recorded in via Gong from a conference room? Thank you! 

2
Lauren Olsen
7 months ago
Courtney_Mirakl
Courtney_MiraklHigh roller
asked in INTEGRATIONS

Smart Trackers for The Challenger Sale

Hi Friends - I was super excited to see the partnership between Gong and TCS, only to find out that anything from a “pre-baked” perspective is owned by Challenger.Does anyone have anything pre-baked (smart trackers, scorecards, etc) around TCS that you could share?Would love to not reinvent the wheel! :) 

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Courtney_Mirakl
7 months ago
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Devops OperationsNew Participant
asked in INTEGRATIONS

Can we connect two salesforce instances to a single Gong instance?

We have two SFDC instances with different BUs using a single Gong instance, can we connect these two SFDC instances to a single Gong instance for integration capabilities?

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Molly Kipnis
7 months ago
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Kelsea HanksNew Participant
asked in INTEGRATIONS

Push Not Recorded Calls into Salesforce Tasks

I know Gong is paying attention to the need to track non-recorded meetings, as seen here: VIEW MEETINGS WITHOUT SCHEDULED RECORDINGSI’m wondering if there’s a way to push those meetings into Salesforce as Tasks so that we can have full insight into our team’s contact with clients. Thanks!

3
Lauren Olsen
7 months ago
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Insight7Community Newbie
asked in INTEGRATIONS

Ferch call Transcript

Hi, I'm attempting to retrieve Gong call transcripts by sending a GET request to the following endpoint: https://api.gong.io/v2/calls/transcript. However, I consistently encounter a 404 error or 'not found' response. I've been able to successfully retrieve Gong calls using this endpoint: https://api.gong.io/v2/calls. Could you please provide documentation or suggest a specific endpoint for accessing call transcripts?"These changes aim to enhance the overall structure and flow of your message 

3
I
7 months ago
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Stephen HerzigNew Participant
asked in INTEGRATIONS

Gong To-dos not showing up in Salesforce even after creating the fields required by Gong

For some reason when I ran the sync between Salesforce and Gong, the to-dos I create in Gong are not populating in Salesforce.  I created all of the fields required for tasks and activities in Salesforce per the Gong docs instructions, and I see the integration is supposedly working on the Gong side, but I am not seeing any new tasks or activities in Salesforce.

1
Rachel Donelan
8 months ago
KatG
KatGCommunity Newbie
asked in INTEGRATIONS

Reporting on Participants and Hosts in Salesforce

Hi Everyone! I was wondering if anyone has been able to solve for this: we have Gong integrated with Salesforce and we want to report on how many calls our CSMs attend as participants and how many calls they host in the same report. Ideally, any call that the CSM would attend could also be counted towards their calls for the week. Currently, we’re using a task and events report type that uses the “Assigned to” field to report on the event record, but we are limited to just who hosted the call. We’ve played around with some of the out of the box Gong report types that are part of our unmanaged package, but we’re hitting a dead end. Totally open to some new ideas from the community!Thank you!

2
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9 months ago
R
RyanCommunity Newbie
asked in INTEGRATIONS

OAuth user/company profile

There’s no way to link the access token provided by OAuth to user or company data.How to know who gave the permissions?

3
BridgetFinegan
9 months ago
K
Katie-WatershedNew Participant
asked in INTEGRATIONS

Duplicate Contact Roles on Opportunities in Salesforce

We are having issues with duplicate contact roles being created and I’m wondering if anyone else in the community has successfully customized the flow(s) that add new contacts and contact roles from Participants on conversation records. We took the logic from Gong's help documentation and customized it a bit to suit our Salesforce instance. We have a few unique requirements:We want to add the Gong participants from each conversation to ALL related open opportunities for that account, not just the most recent one or the opp with the matched owner from the call.  We want to add new/unknown Gong participants as new contacts, and then also add them as Contact Roles to those same open opportunities.The logic seems to work, except that the flow is creating duplicate Contact Roles for each Opportunity - same name, same contact, the only difference is the Contact Role ID. One of our engineers determined that the likely cause of the duplicates is likely due to batch syncing between Gong and Sal

1
Lauren Olsen
10 months ago
J
Jason AdkinsNew Participant
asked in INTEGRATIONS

Gong Upgrade to 2.28

I have upgraded from 2.26 to 2.28 this morning following this guide, Upgrade Gong for Salesforce – Gong Help Center. In Salesforce, the Gong installed package shows me that it has upgraded to 2.28 and I have added the two new fields to the Conversation object as prescribed. In Gong though, under the Salesforce integration information, I still see version 2.26 and it is still prompting me to upgrade to 2.28. I have logged out and logged back in multiple times now for the past 2 hours, but still seem the same. Is there something else I need to do within Gong?

1
Molly Kipnis
10 months ago
Kelli Smith
Kelli SmithNew Participant
asked in INTEGRATIONS

Duplicate Salesforce Tasks

Gong is creating multiple tasks for emails sent to multiple recipients, one task per recipient. This is inflating our activity metrics and I haven’t found a way to group unique emails together to solve for this. Does Gong offer a solution? Is it possible to create a single task and associate it with multiple contacts instead. I know this is possible from a Salesforce perspective. Or create a Unique Email ID for each unique email or a similar field I can group off of. 

1
Molly Kipnis
10 months ago
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Tim LittonNew Participant
asked in INTEGRATIONS

Gong with Call Center and queues

Our organization is looking to upgrade our Call Center and want to see if it’s possible to use Gong. Is anyone else using Gong with their customer service teams?

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T
11 months ago
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