Gong + Salesforce
Update Salesforce records each time new calls occur in Gong
Boost your sales process with this Gong-to-Salesforce workflow. Once new calls arrive in Gong, corresponding records get updated in Salesforce. It's a time-saving solution, eliminating the need for manual data entry and ensuring your sales records are always up-to-date and accurate. Improve efficiency and keep the focus where it matters most - on closing deals.
Boost your sales process with this Gong-to-Salesforce workflow. Once new calls arrive in Gong, corresponding records get updated in Salesforce. It's a time-saving solution, eliminating the need for manual data entry and ensuring your sales records are always up-to-date and accurate. Improve efficiency and keep the focus where it matters most - on closing deals.
- When this happens...New Call
Triggers when a new call is processed.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Accessible Workspaces
Available Saved Searches
Try It1. 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.
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
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.
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
