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gong salesforce documentation

Schedule, join and manage your recorded meetings on Google Calendar. For Patent and Trademark Legal Notices, pleaseclick here. Director of Sales Strategy, Sprout Social, spend time on high-impact sales activities, not on low-value tasks. Capture all calls, understand what's being said and gain critical insights. Salesforce is a leading enterprise customer relationship manager (CRM) application. email address, status) is updated on any record of a specified Salesforce object (ie. Command-line interface that simplifies development and build automation. Critical meeting data such as the title of the meeting, important keywords (trackers), meeting recording, and internal and external attendee details are captured within the Activity. Gong and Salesloft have similar features regarding conversation intelligence and call analytics but Gong had a forecasting tool that helps in understanding the overall health of the business. Its the best call recording software on the market, in my opinion. ", "It provides tools for us to connect better with the customer which lead to great relationships and creates loyalty. Examples include: Everyone loves Salesforce Apps. Describe the work you need to get done. Triggers when any record of the specified Salesforce object (ie. Ramat Gan 52522, EMEA Office Weve got you covered. Replicate winning behaviors. Step 3 Gong automatically logs activity in Salesforce. Create a new record or update an existing record in your app. What sets top performers apart? 1 Grand Canal Street Upper The fastest-growing sales intelligence and engagement platform. Salesforce is the worlds #1 customer relationship management (CRM) platform. What is really in your pipeline? Thank you for filling out the information. Its time to capture every call. 39th Floor What sets top performers apart? Gong for Salesforce automatically records and logs calls in Salesforce, allowing you to push key data fields from Gong into Salesforce. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Zapier is the next best thing. 2-1000+ users The entire revenue team of sales leaders, frontline sales managers, sales enablement, account executives. ", "Very happy overall; I am glad that I have the opportunity to use another CRM system in my career. When the authorization process completes, the process of importing new users starts. Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. Select which campaign to add contact. 34 Ratings Visit Website . Which messages resonate with your buyers? Automatic recording and transcription of customer interactions. While Gong offers powerful revenue intelligence and analytics features, it's nothing without a quality data source. Participants can receive an email 10 minutes ahead of the scheduled call reminding them of the call and that its recorded. After invitees consent to be recorded, they are directed to the meeting. Check how many records you have in your account by following the steps under Viewing Storage Usage. Appointlet Capture all web conferences, understand what's being said and deliver real-time insights. Gong provides crystal clear sales call recording andsales analytics, and even offers suggestions based on AI analysis of best practices. If you want to use Gong for Salesforce in Salesforce, you can manage installation and settings in the Export to Salesforce area. Gong. It's the fastest and easiest way to get started with CRM. Feb 22, 2022, 11:30 ET. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Contact, Deal, To-do, etc.). Suspendisse varius enim in eros elementum tristique. Select the Salesforce currency amount field you want to appear as the deal value in Gong. Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). San Francisco, CA 94105, Chicago Office Gong's Revenue Intelligence platform captures your customer interactions across phone, web conferencing, and email, understands what was said in these interactions, and delivers insights to help your team win more deals. Thousands of companies use Salesforce as their customer relationship management (CRM) system to complete tasks, and thousands of companies use Slack as their inter-office method of communication. Choose a Trigger Start here When this happens. Gong for Salesforce is an app that stores unique Gong data. If you know a deal is about to go sideways, address risk early so it doesnt flip to closed-lost. Call data = visibility into every deal. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. Manager of the year over here? 39th Floor Contact, Deal, To-do, etc.). Cognisms premium database gives you verified contact data for the decision makers you want to do business with. Dublin D04 Y7R5 If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Triggers when a record of the specified Salesforce object (ie. Zapier will pass this along raw. It's important to keep in mind that the Gong Salesforce integration is more of a business process challenge than a technical challenge. Pick which type of object you want to search for. Integrate your tech stack to get full visibility into every deal. What would happen if your reps did too? Get a demo to see how Gong can help. Grand Canal House, Gong has implemented measures to ensure you remain GDPR compliant. Yes, there are many different ways that you can choose from to integrate Salesforce with various applications. Suspendisse varius. Optional workspace identifier. Dublin D04 Y7R5 This allows companies to take advantage of the best features of both platforms and get the most out of their investment. Chose Gong. Follow these steps to integrate the leading Sales Engagement Platform Outreach with your powerhouse Salesforce CRM. Adds an existing lead to an existing campaign. Bad bad. Gong is a private company headquartered in the San Francisco Bay Area. Are sales reps discussing discounts (too) early in the sales process? Companies across industries, geographies, and sizes use Gong. Call more accurate forecasts with reality, Built for the largest and most complex GTM teams, Enterprise collaboration that works for you, Experience a one of a kind world to learn, engage and influence, Build your skillset and learn best practices, Game changing strategies to unlock reality, Data-driven posts for growth-minded execs. Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Further, if the . The fastest-growing sales intelligence and engagement platform. San Francisco Office 201 Spear St. 13th Floor, San Francisco, CA 94105. Various Heres how: Take sales rep behavior (talk ratio, number of calls, etc.) The link to a page that presents additional information about this event. VirtualPBX. Suite 04A-105 For sales reps: call recording software increases productivity by generating a full transcript of every call and automatically uploads them to your CRM. Find out where each rep can improve and drive faster onboarding and higher quota attainment across your team. Ever wonder how Gong works? The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Ever. Gong automatically records and logs your calls and matches the participants in a conversation to CRM opportunity based on their email and domain. Grand Canal House, Up to 70% off for Gong users! Truly understand your pipeline. For Patent and Trademark Legal Notices, pleaseclick here. Atlanta, GA 30308, Israel Office Step 1: Authenticate Gong and Salesforce. Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). It logs calls directly and simplifies the process. Get a demo to see how Gong can help. Start the tour and see how Gong can help your team close more deals this quarter. Specifies whether this file is available to all users, internal users, or shared users. Yes! Heres what goes on behind the scenes of a Gong call recording: Gong accesses your sales teams G Suite or Office 365 calendars and picks up your meeting schedule. Zapier lets you send info between Gong and Salesforce automaticallyno code required. Sync your Gong data and then make it work for you by using a Coda doc. Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American, https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeGgcUAF, Gong Recognizes Ten Companies Driving Efficient Growth with Revenue Intelligence, Gong Expands Integrations and Channel Offerings with More Than 40 New Ecosystem Partners. Chicago, IL 60607, Atlanta Office Pick which type of object you want to watch for changes on. Please add the number of event properties you want to add (5 max). Salesforce Essentials Smaller businesses have unique needs. The original id of the event as designated in the reporting system. Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Ireland. Salesforce is the world's #1 customer relationship management (CRM) platform. If you are unsure about how to integrate Gong and Salesforce, we strongly encourage you to speak with an Integration Expert, who can advise on the right type of integration for your use case and can execute on the project. Weve got your back. That means youll be able to turn sales call recordings into actionable insights without lifting a finger. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. The best part about Gong is that we have integrated it across all of our commercial teams functions. Yes, it is possible to integrate Gong with Salesforce. What sets top performers apart? Oops! Integrate & automate the apps, data, and teams entrusted with your customers & revenue. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). Use our calendar add-on! These tools are relatively easy to connect and designed for a simple setup via theirAPIs; however, extracting the most value from Gong means that you have a clear strategy on how you will use the insights collected to inform on your sales activities and playbook development. Lorem ipsum dolor sit amet, consectetur adipiscing elit. When a recorded team member connects to a call, they will see the Gong recorder as a participant. 40 Tuval Street Note: this customization is not limited to our Salesforce integration. 167 North Green Street, Dublin D04 Y7R5 Record live sessions within the Digideck platform and sync with your Gong account. Some countries and U.S. states require that both parties on a call must be notified that the call is being recorded. Step 2 Gong automatically pulls emails, meeting invitations, and records calls. Creates a new record of a specified Salesforce object (ie. Connect my apps Free forever for core features Gong is rated #1 for call recording software on G2 Crowd by 2,000+ users. and see how its correlated with win rate. You can see Gong insights in context with your CRM stages. That means that you get to validate with a third party the customer that your deals are where reps say they are. See our help docs for Tips and Examples. Hear the unfiltered voice of your market. 201 Spear St. 13th Floor, Suite 04W101 Examples include: More data = more insight = more (closed/won) deals. Here are a couple of them. CS for handoffs. In this case, moving data between Slack, Gong and Salesforce - all without code! Track when competitors come up in sales call recordings and which deals are impacted to capture the lions share of your market. Some countries and US states require that both parties on a call must be notified that the call is being recorded. Gong also transcribes your sales call recordings. Can contain HTML and will be cleaned when it is presented. Team up with thousands of leaders beating the new path to revenue. Whats the #1 cause of failed CPQ projects according to SteelBrick's Founder? In addition, Gong provides detailed analytics that can be used to improve customer service or identify areas of opportunity. Integrated directly with Salesforce, the Gong app is currently available on AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeGgcUAF. Enrich your training by adding Gong Calls to Lessonly lessons. ", Hide Sales Enablement Software Features -, Show Sales Enablement Software Features +, Bigtincan Engagement Hub vs Salesforce Sales Cloud. You can select which Salesforce fields (built-in and custom fields) to import into Gong. 201 Spear St. 13th Floor, Your submission has been received! Focus on the conversation, well keep track of the important moments for you. Get data-driven recommendations and share every winning play discovery, competitive deal, closing with your team. Transform your organization with an accurate understanding of customer interactions to increase revenue efficiency and improve decision-making. Updates an existing record for a specified Salesforce object (ie. Bringing conversation intelligence directly into your sales coaching programs. Our customers benefit from a shared main framework, while maintaining privacy. Gong for Salesforce is a managed package app. Triggers when a field of your choosing (ie. Now you can enjoy unfiltered visibility into your customer conversations in two ways. 167 North Green Street, The original id of the event as designated in the reporting system. Select which campaign to add lead. This means that you can always focus on the conversation and not worry about taking notes. Gong first launched the app in Beta in 2020 and since thenthe app has grown in popularity currently more than 1,000 companies and 80,000 individuals use it worldwide. For more information visitwww.gong.io. The usability and interface makes it easy to connect with Salesforce: no need to spend time looking for specific calls when they are already linked to an account. Select the format of search results to be returned. They use Gongs call recording system to proactively identify coaching opportunities in their reps calls. Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). Ensure no customer pain goes unnoticed. Gong automatically captures all customer interactions and analyzes that information to identify deal risk, surface coaching opportunities, and provide guidance on next steps for reps and go-to-market leaders. API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm. Was a competitor mentioned on the call? We can tell which deals are stronger, which ones have more back-and-forth, and which discussions are real conversations. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates. Understand your pipeline, grow your business consistently year over year, and avoid end of quarter surprises. FoundHQ will match you with a handpicked Salesforce Consultant that knows everything there is to know about integrating Salesforce and Gong. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Gongs call recording software just works. Gongs sales call recording software captures all of your customer-facing interactions on web conferencing, VOIP, phone, in-person meetings and email. trademarks held by their respective owners. Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism. If using the Search, click "Refresh Fields" below to update the available input fields. Please add the number of event properties you want to add (5 max). Guarantee success when rolling out new initiatives. Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Enter a SOQL WHERE clause. With Salesforce for Gong, you can see which dollars are at risk in your pipeline across your CRM stages. 39th Floor With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your org's sales process. These include: Salesforce, Hubspot,Zoom,Cisco Webex, and more. ", "The Gong app is a welcome addition to AppExchange, as they power digital transformation for customers by empowering teams to take advantage of customer interactions," said Woodson Martin, GM of Salesforce AppExchange. Go to Settings>Integrations>Salesforce. . The team member can simply remove Gong from the call to prevent it from being recorded. You can only search for multiple records which are all the same object type. Zapier is the next best thing. These data fields include: Our app also includes 9 out-of-the box reports and 2 dashboards to showcase whats possible and get customers started down this path. Step 4: Select the data you want to send from one app to the other. Zapier moves info between your web apps automatically, so you can focus on your most important work. Creates a new record of a specified Salesforce object (ie. Click here to view our full list of integrations. Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. Can contain HTML and will be cleaned when it is presented. 40 Tuval Street Gong works by automatically recording customer interactions and analyzing the data to provide insights that help sales reps close more deals, faster. Compare Gong vs. Salesloft vs. Salesforce using this comparison chart. Automatically provision, setup, and de-provision user accounts from Azure AD to Gong. Pick which type of object you want to search for. I asked our customers why they would recommend using Gong for sales call recording. Take examples of Gong sales conversations and embed them directly within a Brainshark course. Your call recordings are stored in Gong and you can listen to or watch them anytime. Gong can show you which deals are on track to close (and which deals are slipping). Easy automation for busy people. 40 Tuval Street But unlike other call recording solutions, Gong does so much more than record sales calls. This trigger works on Salesforce objects with less than 104,000 records. Step 3: Choose a resulting action from the other app. We will match you with 2 Salesforce Freelancers and schedule an intro call. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Thats where youll see which actions are needed. That's right. ", "What I really like about Gong.io is their methodology and helpful insights. Gong will record a web conference based on your customizations, and any changes you make in the web conferencing software. This is an advanced action which makes a raw HTTP request that includes this integration's authentication. By signing up, you agree to Zapier's .css-1c67wam-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1c67wam-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1c67wam-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;}terms of service and privacy policy. Contact, Lead, Opportunity, etc.). By signing up, you agree to Zapier's terms of service and privacy policy. In addition, the integration between Gong and Salesforce is designed to be highly customizable, so that companies can choose which data is shared between the two tools and how it is used. Create data-driven key performance indicators using Gong native data. The name of the action event like "Document Viewed" or "Presentation Viewed". Ive tried a few and none have the search functionality, topic analysis, and ease-of-use that this tool does. Heres how it works. Salesforce is super-powerful, but on its own holds data that does not tell the full customer story. This is useful if an application has an API endpoint that Zapier doesn't implement yet. Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). San Francisco, CA 94105, Chicago Office Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster. Contact, Lead, Opportunity, etc.) ; The Recent Documents section displays the last ten or twenty-five documents you viewed, with the most recently-viewed document listed first. If we didnt have Gong, our productivity would be significantly lower both as a business and for our reps. Get the Entire Team on a Single Source of Truth. Click Allow to authorize Gong to access Salesforce. Optionally create a record if not found. Catch risk early on A given delimiter that will be used to process and split a list of Email Addresses. VP of Global Training and Enablement, Diligent. "Free" is not free; using a free approach costs the time and effort required in: . Gong passed the security review conducted by the Salesforce security team to be publicly listed on the AppExchange, San Francisco Office Suite 04A-105 San Francisco Office Gong uses OAuth authentication to connect to Salesforce. Stop deals from stalling and slipping. In each account, Gong associates each call with a single opportunity. Search for or select the record you'd like to update. Push engagement events into Gong when content is viewed by an external participant (for example, a contract was viewed by the prospect). 39th Floor is created. What sets top performers apart? If you don't want to add any event properties, please enter 0. Export conversational data into Salesforce to automate data entry. Zapier moves info between your web apps automatically, so you can focus on your most important work. To do so, Gong requires integration with your companysOffice 365orG Suite. Gong is the #1 call recording for business software. Valid until Oct 2025, ISO 27701 is a globally recognized, privacy-based certification. Our API, Zapier, web hooks, and more all empower Gong customers to push data from Gong to [enter your app here]. Zapier does manual, repetitive tasks so that you don't have to. Suite 04W101 Gong integrates with all the pieces of your sales teams tech stack (call recording VOIP, CRM software, web conferencing software, dialers, email). Authentication headers are included automatically. . Marketing for messaging. You can't add more hours to the day. 756 West Peachtree Street Northwest, ", "Transcription could be more accurate - currently not sufficient as a stand alone piece of information - requires interpretation and reference to audio. Once you connect to Salesforce, you and your team can search and analyze conversations based on Salesforce fields (like stage or amount) and push conversation data to Salesforce. You can't add more hours to the day. Heres how Gong can help you automatically record, log, and track calls in Salesforce: Connect Gong to your teams GSuite or Office365. Automatically record and log calls in Salesforce with the Gong for Salesforce integration. Call recording software connects to your teams calendar (GSuite or Microsoft Outlook) to identify customer-facing meetings. Make critical revenue decisions powered by the deepest understanding of sales conversations, the most accurate AI models, and the largest integration ecosystem on the market. No more call shadowing. Send notifications about calls and comments to calls via Slack channels. Your sales ops team is going to love this. It provides fantastic searchability to find the spot I need to review quickly, monitors my tendencies for talk ratio, etc. Use Custom Value to select a record from a previous step. They use call recording software to help them with note-taking in calls, to review their game tape and improve, and to learn from top performers on the team. Make critical revenue decisions powered by the deepest understanding of sales conversations, the most accurate AI models, and the largest integration ecosystem on the market. Call more accurate forecasts with reality, Built for the largest and most complex GTM teams, Enterprise collaboration that works for you, Experience a one of a kind world to learn, engage and influence, Build your skillset and learn best practices, Game changing strategies to unlock reality, Data-driven posts for growth-minded execs.

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