What is Gong?
Gong is the conversation intelligence platform for B2B sales teams. Gong records, transcribes, and analyses every sales call so customers can scale the effectiveness of their sales conversations.
What is Freshsales and Gong integration?
This integration will facilitate a two-way data sync between Freshsales and Gong. This app version will help sales team members use Gong UI within Freshsales Suite. The customer will see the list of calls and recordings from Gong associated with Freshsales Deals, Contacts, and Accounts in the respective records.
Note: Gong to Freshsales data sync is available on the Enterprise plan.
How is this integration helpful?
Sales teams convert more of their pipeline into revenue by displaying the team's sales conversations. It showcases what the customers and sales representatives are discussing and helps improve the value of the discussions to ensure more deals are closed.
Prerequisites for Freshsales and Gong integration:
Gong should be integrated with the web conferencing tool. Click here to learn the list of web conferencing tools that Gong supports.
Note: For this article, the web conferencing tool will be Zoom
Users in Freshsales should also be part of Gong.
To integrate Freshsales with Gong,
Go to Admin Settings > Marketplace Apps
Search for ‘Gong’ using the search bar
On the Configuration page, under Settings, enter the email address used to sign in to Gong
Under Authenticate Gong Account, enter the following values:
Gong access key
Gong access secret
To get the above values in Gong,
Go to Gong > Dev > Manage your apps > Click MANAGE APPS button
Copy the access key (client ID) and access secret from here
Enter the Gong Username and email address.
Enter Freshsales domain information and API key
All meetings created in Freshsales will be recorded in Gong if the following criteria are met:
Freshsales and Gong are integrated
Gong and Zoom are integrated
To view Gong information for a Contact/Account/Deal,
Go to the details section of a record (Eg.Contact)l and click on the Gong icon
On the Authorization pop-up box, click Authorize
Note: This is required every 24 hours for Gong to send and receive data from Freshsales
Calls related to the contact can be accessed now
Note: Calls associated with accounts and deals will be available in the respective records.
If you are on the Enterprise plan, you can view all recordings (irrespective of the module) in the Gong Calls custom module. The following custom attributes will be synced with Freshales under Gong Calls.
Name of Tracker
Name of Competitors
Start time of snippet
End time of snippet
Frequency of sync is every 30 minutes. This means whenever data is recorded in Gong, the recording will be available in Freshsales only after the next data sync. Historical data sync from Freshsales to Gong will be from 30 minutes before integration.
The following fields should be available for each module for data sync between both apps:
Estimated Close Date
CRM data mapping
Association of CRM data with individual calls is handled by Gong AI. This means, when data is pushed from Freshsales to Gong, based on the email address and phone numbers of the records in the CRM, Gong will add the recording to the relevant CRM records. You can change this association manually in Gong.
Automatic task creation in Freshsales
In every Zoom meeting, there will be action items called out. Once the call recording is available in Gong, Gong will look for these keywords and define the action items. The action items will be passed to Freshsales. In Freshsales, tasks will be created in a completed status with the particular action items and call recording link.