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How Zapier works
Zapier makes it easy to integrate Gong with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call" from Gong.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Gong and Zoho CRM, automating your workflow.
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 ItTriggerInstant- 1. THE OBJECT THAT WAS VIEWED - What's The Name Of The Object?Required
- 1. THE OBJECT THAT WAS VIEWED - What's The ID Of The Object?Required
- 1. THE OBJECT THAT WAS VIEWED - What's The Direct URL To View The Object?Required
- 1. THE OBJECT THAT WAS VIEWED - How Many Dynamic Properties Do You Have To Display For The Object?Required
- 2. THE VIEWING EVENT - What's The Name Of The Event? (example: "Document Viewed" or "Presentation Viewed")
- 2. THE VIEWING 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 VIEWING 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.
ActionWrite- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- ActionWrite
- 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.
ActionWrite- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
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Connect Gong and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Gong + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gong and Zoho CRM
How do I integrate Gong with Zoho CRM?
To integrate Gong with Zoho CRM, you can use our platform to create a customized workflow. Begin by selecting Gong as the trigger app and choose a specific event, such as 'Call Completed'. Then, select Zoho CRM as the action app and configure an action like 'Create or Update Lead' to ensure that new call information is automatically added or updated in your CRM.
What triggers are available for Gong in the integration?
The available triggers for integrating Gong via our platform include events like 'Call Completed', 'New Call Recording', and 'Deal Stage Changed'. These triggers allow you to automate workflows that respond immediately when specific activities occur in your Gong account.
Can we automate updates in Zoho CRM based on call data from Gong?
Yes, you can automate updates in Zoho CRM using call data from Gong by setting up automated actions. For instance, when a call is completed in Gong (trigger), you can set up an action to 'Create Note' or 'Update Contact' within Zoho CRM with details from the call.
Are there any pre-built templates for linking Gong and Zoho CRM?
While presently we may not have direct templates named under this integration, our platform provides flexible options where users can customize their own workflows using available triggers and actions from both apps. We recommend checking our library for any community-created solutions.
What actions can be performed in Zoho CRM through this integration?
Through this integration, key actions you can perform in Zoho CRM include creating or updating leads, contacts, events, and notes. These actions help maintain updated records synced with the latest call information captured in your Gong account.
Do I need technical skills to set up the integration between Gong and Zoho CRM?
You don’t need advanced technical skills to set up integrations between Gong and Zoho CRM. Our user-friendly interface guides you through each step of setting triggers and actions, making it accessible even for those with limited technical knowledge.
How quickly do changes reflect in Zoho CRM when triggered by an event in Gong?
Changes typically reflect almost instantly or within a few minutes in Zoho CRM when triggered by an event from Gong. The synchronization speed depends on the automation configurations and the current system load during activity processing.
