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Question

Push Not Recorded Calls into Salesforce Tasks

K
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I know Gong is paying attention to the need to track non-recorded meetings, as seen here: VIEW MEETINGS WITHOUT SCHEDULED RECORDINGS

I’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 replies

Molly Kipnis
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  • Molly Kipnis
  • Community Manager
  • 597 replies
  • November 30, 2023

Hi @Kelsea Hanks! Let me check on this for you. Stay tuned! 

Lauren Olsen
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Hi @Kelsea Hanks - Lauren from Gong’s Support Team here! This push is possible - and depends on the data capture general import settings within your company’s workspace integration. Here’s an example:

Please let me know if you have any additional questions here! 😁

Molly Kipnis
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  • Molly Kipnis
    Molly Kipnis
Lauren Olsen
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@Kelsea Hanks - here’s a walkthrough video from our Product Team that goes over this setup further:

https://video.drift.com/v/abSJSMLFPJBn5Fxqn5kV63vWjgT7EfTl0adv439WA142w/

 

Molly Kipnis
1 person likes this
  • Molly Kipnis
    Molly Kipnis

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