Integrate Gong with Salesforce to automate your work
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Frequently Asked Questions about Gong + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gong and Salesforce
Does the Gong integration with Salesforce require technical knowledge to set up?
No, integrating Gong with Salesforce does not require any technical knowledge. Our intuitive setup process guides you through connecting your accounts and defining the triggers and actions. You only need to authorize both platforms and select what specific events in Gong should trigger updates in Salesforce.
What kind of triggers can I set with the Gong and Salesforce integration?
With our Gong and Salesforce integration, you can set various triggers such as when a new call is logged in Gong, when a deal stage changes, or when an activity is tagged with specific keywords. These triggers will then execute predefined actions within Salesforce, like creating a task or updating a contact record.
Can I customize the actions that occur in Salesforce based on specific events from Gong?
Yes, you can customize actions in Salesforce based on specific events from Gong. For instance, when a key opportunity is mentioned during a sales call in Gong, it can automatically update the opportunity record in Salesforce or create a follow-up task for the sales rep.
Is it possible to use filters with the triggers for better control over data synchronization?
Absolutely! You can apply filters to your triggers to ensure that only relevant data is synchronized between Gong and Salesforce. For example, you might choose to sync only calls tagged with certain priority levels or topics from Gong into your Salesforce account.
How frequently does data get synced between Gong and Salesforce once integrated?
The data sync frequency between Gong and Salesforce depends on how you configure your integration. Typically, syncs occur immediately when a trigger event happens in Gong but can be adjusted according to your preferences for batch processing at scheduled intervals.
What should I do if I encounter an error during integration setup?
If you encounter an error during setup between Gong and Salesforce, check if all authorizations are correctly configured first. Common issues often arise from invalid login details or permission settings within either platform. Rechecking these settings usually resolves most problems.
Are there pre-built templates available for common use cases of this integration?
Yes, we offer pre-built templates for many common use cases to simplify setting up integrations between Gong and Salesforce. These templates include configurations for syncing call logs as activities or creating tasks based on call outcomes directly from your sales conversations logged in Gong.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Accessible Workspaces
- Available Saved Searches
Try It- 1. THE OBJECT THAT WAS SHARED - What's the name of the object?Required
- 1. THE OBJECT THAT WAS SHARED - What's the ID of the object?Required
- 1. THE OBJECT THAT WAS SHARED - What's the direct URL to view the object?Required
- 1. THE OBJECT THAT WAS SHARED - How many dynamic properties do you have to display for the object?Required
- 2. THE SHARING EVENT - What's the name of the event? (example: "Document Sent" or "Presentation Shared")
- 2. THE SHARING EVENT - What's The ID Of The event?
- 2. THE VIEWING EVENT - What's The URL To View More Info Regarding The Event?
- 2. THE SHARING EVENT - How Many Dynamic Properties Do You Have To Display For The sharing event?Required
- EmailRequired
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try It - History ObjectRequired
Try It
- 1. THE OBJECT THAT WAS SHARED - What's the name of the object?Required
- 1. THE OBJECT THAT WAS SHARED - What's the ID of the object?Required
- 1. THE OBJECT THAT WAS SHARED - What's the direct URL to view the object?Required
- 1. THE OBJECT THAT WAS SHARED - How many dynamic properties do you have to display for the object?Required
- 2. THE SHARING EVENT - What's the name of the event? (example: "Document Sent" or "Presentation Shared")
- 2. THE SHARING EVENT - What's The ID Of The event?
- 2. THE VIEWING EVENT - What's The URL To View More Info Regarding The Event?
- 2. THE SHARING EVENT - How Many Dynamic Properties Do You Have To Display For The sharing event?Required
- EmailRequired
- Name
- GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.
- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It