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Gong + Productboard

Create notes in Productboard for new calls in Gong

Ensure you never miss crucial information from Gong calls by creating notes in Productboard. Once set up, each new call in Gong will generate a note within Productboard, providing a seamless way to keep track of important details and follow-up actions. This workflow not only enhances efficiency but also ensures all details from your calls are recorded accurately in Productboard for later review and action.

Ensure you never miss crucial information from Gong calls by creating notes in Productboard. Once set up, each new call in Gong will generate a note within Productboard, providing a seamless way to keep track of important details and follow-up actions. This workflow not only enhances efficiency but also ensures all details from your calls are recorded accurately in Productboard for later review and action.

  1. When this happens...
    GongGong
    New Call

    Triggers when a new call is processed.

    TriggerInstant
  2. automatically do this!
    ProductboardProductboard
    Create Note

    Triggers when a new note is created.

    ActionWrite
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Supported triggers and actions

    • 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 SHARING 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

    • Email AddressesRequired

    • Delimiter

    • Sharing Message Subject

    • Sharing Message Body

    • GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.

    Action
    Write

    • 1. THE OBJECT THAT WAS ENGAGED - What's The Name Of The Object?

    • 1. THE OBJECT THAT WAS ENGAGED - What's The ID Of The Object?

    • 1. THE OBJECT THAT WAS ENGAGED - What's The Direct URL To View The Object?

    • 1. THE OBJECT THAT WAS ENGAGED - How Many Dynamic Properties Do You Have To Display For The Object?Required

    • 2. THE CUSTOM ACTION EVENT - What's The Name Of The Event? (example: "Contract Signed" Or "Presentation Downloaded")Required

    • 2. THE CUSTOM ACTION EVENT - What's The ID Of The Event?

    • 2. THE CUSTOM ACTION EVENT - What's The URL To View More Info Regarding The Event?

    • 2. THE CUSTOM ACTION EVENT - How Many Dynamic Properties Do You Have To Display For The Event?Required

    • EmailRequired

    • Name

    • GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to.

    Action
    Write
  • Productboard triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Polling
    Try It

    • Note Title

    • Note Content

    • Note OwnerRequired

    • Said by (User Name)

    • Said by (User E-Mail)

    • Said By (User External ID)

    • Note StatusRequired

    • Note Tags

    • Company domain

    Action
    Write
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About Gong

Gong has helped thousands of sales pros have better sales conversations every day.

Related categories

  • CRM (Customer Relationship Management)

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About Productboard

Productboard is beautiful, simple, and powerful product management. Product leaders can easily centralize user and market research, capture and organize feature ideas, prioritize against clear strategic objectives and keep everyone on the same page thanks to delightful, interactive roadmaps.
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Related categories

  • Product Management