Integrate Gong with Salesfinity to streamline your sales automation and enhance productivity. Follow these simple steps to set up the integration.
Steps to Integrate Gong with Salesfinity
Access Automation Settings
Navigate to the Settings page and click on Connections in your Salesfinity dashboard.
Login with Gong
Click on the "Login with Gong" button.
You will be redirected to the Gong login page. Enter your Gong credentials to authorize the integration.
Map Users
After logging in, you'll need to map your Salesfinity users to their corresponding Gong user IDs.
Select each Salesfinity user and assign the correct Gong user ID from the dropdown menu.
Save the Configuration
Once all users are mapped correctly, click on the "Save" button to finalize the integration.
You're all set! Salesfinity will now start syncing calls with Gong.
Please Note:
1. To integrate Gong, you need Tech Admin permissions on Gong. (Refer to the image below for guidance.)
2. Additionally, ensure that Telephony system calls are set to import on each user.
Need Help?
If you have any questions or need assistance with the integration process, please contact our support team via live chat or email us at [email protected]