Gong

Sync call recordings, call briefs, and suggested next steps directly into Vitally.

Gong Overview

Vitally’s integration with Gong syncs call recordings, call briefs, and suggested next steps to enrich the Meeting object. The integration makes it easier for people across the organization to view Gong information alongside other key business and product usage data in Vitally thus understanding the context of any given customer, while also giving you the option to convert Gong’s next steps into Vitally tasks. Vitally’s Gong integration can be used to sync the following Gong data into Vitally:

• Create Meetings in Vitally from Gong calls

• Link to the Gong recording directly in Vitally Meetings

• Display the Gong Call Brief directly in Vitally Meetings

• Import the Gong Suggested Next Steps into Vitally Meetings and give users the option to convert them into Vitally Tasks

We'll import up to a year worth of Gong data.

Enabling and Configuring Gong

If you're enabling Gong for the first time, for early beta users, you will need to configure your Google Calendar integration prior to setting up the Gong integration

How To

How To Visual

How to enable and configure Gong: Navigate to your Settings (⚙️) by selecting your Account Logo on the top left Navigate to Integrations under Data Management (or get there via Quick Jump CMD+J) and select Gong Toggle the switch on the top right to begin the configuration of Gong Click “Connect to Gong” which will redirect you to sign into Gong and begin configuring the integration there Note: you must be a Gong Workspace Admin In Gong, follow the steps to configure an automation rule pointing call analytics webhooks to Vitally’s integration endpoint. In Gong you will: Navigate to Company Settings Create an Automation Rule Trigger: New call with All Calls filter Action: Fire webhook to destination URL Get the URL from Vitally and paste it into this field Name your rule and give a description Once you've completed the steps above in Gong, you will see Meetings appear in Vitally, populated with your Gong links, briefs, and tasks.

Using Gong

Now that you’ve configured Gong, you can benefit from Meetings in Vitally, which is enriched with your Gong call links, briefs, and tasks.

Convert Gong Next Steps into Vitally Tasks

Once a Gong call has happened, you will see the suggested next steps appear in the Vitally Meetings slide-out in the “Meeting tasks” section. These suggested tasks will only be converted into Vitally Tasks if you click the “+” icon next to the item. You can also remove suggestions by clicking the “-” icon next to the item.

Gong FAQ

Q: What happens to the tasks I created if I delete a Meeting with a Gong call? A: You’ll be given the option to retain or delete any tasks that are related to this Meeting.

Q: If I have both Google Calendar and Gone integrated, will duplicate Meetings be created? A: We will de-dupe the Meetings created from Gong and GCal (google calendar)