CRM, workplace integrations & exit — found from sitemap — Gong

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Facts read from this source

• Plan availability Report an error

  “Who can use this: Tech admin Available on: Any Gong plan”

• Import CRM data Report an error

  “Import CRM data to Gong: Import CRM data like accounts, contacts, and opportunities to add context to customer interactions and enable features like Engage, Deal boards, Forecast, and advanced insights into team and deal performance.”

• Engage outreach Report an error

  “Engage with prospects: Engage users can configure accounts and contacts in the CRM, and then continue outreach directly from Gong.”

• Search by CRM fields Report an error

  “Search by CRM fields: Search or filter Gong conversations using CRM fields such as opportunity stage, region, or owner.”

• Export to CRM Report an error

  “Export Gong data to your CRM: Keep customer communication managed in one place. Calls, emails, and other activities captured in Gong are exported to your CRM as objects (for example, tasks in Salesforce or meetings in HubSpot).”

• Edit CRM data in gong Report an error

  “Update CRM data directly in Gong: Imported CRM fields can be edited in Gong, and instantly synced back to the CRM.”

• CRM field variables Report an error

  “Create variables from CRM fields: Configure CRM fields as variables in Gong to personalize Engage emails or AI briefs with live data.”

• Dedicated integration user Report an error

  “Set up a dedicated integration user in the CRM to authorize the integration. If a regular user sets up the connection and their account is deactivated, the integration will disconnect.”

• Supported crms Report an error

  “Gong provides native integrations with the following CRM systems: Salesforce: Connect Salesforce to Gong to import and export Gong data to Salesforce. Install the Gong for Salesforce app to create Gong custom objects in Salesforce. HubSpot: See Connect HubSpot to Gong. MS Dynamics: See Connect Dynamics 365 to Gong. CRM API: for all other CRM systems. Upload your CRM data to Gong via the CRM API.”

• CRM association algorithm Report an error

  “Gong provides a default algorithm for identifying the accounts and opportunities that should be associated with each Gong activity. The activity participants are first identified in the CRM, and if the participant is also a contact in the CRM, the contact’s account is associated with the activity.”

• Auto context no CRM Report an error

  “If you aren't connecting a CRM to Gong, you can set up Auto Context which creates accounts and contacts in Gong based on your imported calls and calendar events.”

• Plan seat dependency Report an error

  “*The features available to you depend on your company’s plan and your assigned seats.”

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