Gong Engage Integration Guide

Overview

Gong Engage is a sales engagement solution that helps you easily prioritize, personalize, and automate your account-based outreach, so you can quickly move those tasks forward and focus more on selling. By integrating Gong Engage with Common Room, you can add Common Room Contacts to Gong Engage Flows.

Setup

1. Open Settings and select Gong Engage from the list of signals
2. Select “Get set up” and we will reach out to walk you through how to connect your account.

Once Gong Engage is integrated with Common Room, all Common Room users will be able to add Contacts to Gong Engage Flows.

Requirements

The Gong Engage integration with Common Room is available on our Enterprise plan. To use this feature, you’ll need owner permissions in Common Room and an admin profile in Gong Engage to generate a master API key.

Additionally, leads/contacts need to exist in your CRM before they can be synced to Gong Engage, which means CRM connection is required to have Common Room add Contacts to Gong Engage Flows. This will automatically work if you use Salesforce, but if you use Hubspot, please contact your Customer Success Manager.

Creating an API Key

1. Navigate to “Company settings”
2. Select “API” from the “Ecosystem” group
3. Select the “API keys” tab
4. Click “Create” and note down the Access Key and Access Key Secret
5. Please also note down the “Base URL for API calls”
6. Send your Customer Success Manager the Access Key, Access Key Secret, and the Base URL for API calls via Doppler

Technical Details

Contacts and Activity

When Gong Engage is integrated with Common Room, we’ll automatically create People and Accounts for Contacts added to a Gong Engage Flow from Common Room. All Contact and Account matching and creation is done within the connected CRM, which Gong will then pull records from.

People are created only if they don’t already exist in Gong Engage with the primary email we have in Common Room. In this case, we’ll create the Person along with their name, title, company, LinkedIn profile, and location.

Accounts are created if we cannot match the Account domain in Gong Engage with the one in Common Room. In this case, we’ll create the Account along with the company name and domain.

Add one or more contacts to a Gong Engage Flow

You can add one or more Common Room Contacts to a Gong Engage Flow directly from Contacts and Segments.

Open a Contact list in either Contacts or Segments:

1. Select the Contact(s) you want to add to the Gong Engage Flow, then click “Add to Gong flow”.
2. Select the user you want the Flow to be sent from.
3. Select the Gong Engage Flow to add the Contact to.
4. Click “Add to flow.”

Only Contacts who have a primary email address (typically a business email address associated with the Contact's organization) can be added to a Gong Engage Flow. When adding multiple Contacts to a Flow, we recommend filtering the list of Contacts to only those who have a primary email address.

FAQ

Are there any limits to how many Common Room Contacts can be added to a Gong Engage Flow?

No, there is no limit.

How often do we sync with Gong Engage to update available Flows and Users?

We initially sync with Gong Engage when the integration is configured. Afterward, you can click the refresh button on the list of Cadences and Users to sync any new options that aren’t displaying.