Contents:
- Overview
- Use Cases
- Setting up LeanData-Gong Integration
- Prerequisites
- Authorizing Gong in LeanData
- Gong Add to Flow FlowBuilder Node
- Audit Logs
Overview
Joint Gong and LeanData users can route a prospect to the right rep with the appropriate context and then immediately queue the prospect for automated engagement, all from the LeanData FlowBuilder interface. After assignment by LeanData you can automatically add prospects to Gong based on intent signals and keywords for fast and effective outreach.
Use Cases
- Improve Rep Productivity: Automatically add inbound leads based on campaign source to the right Gong Flow in the right rep's name.
- Automatic Prioritization: Add less engaged leads based on title or persona to the right Gong Flow for any outbound communication.
Setting up LeanData-Gong Integration
Prerequisites
- Joint Customer of LeanData and Gong Engage.
- Advanced or Premium Package with LeanData Lead and Contact Router
Authorizing Gong in LeanData
- From the LeanData app, navigate to Integrations > Routing tab > Gong Engage and click the Get Started button.
- From the Gong Engage Integration page enter a Flow Owner Email. This email should be for a Gong Flow Owner who has access to company Flows in your Gong Instance. Please note: Only company Flows will be accessible by LeanData.
- Select whether you would like to access Flows from All Workspaces or an Individual Workspace. In the case of an Individual Workspace, please enter the Workspace ID (You can find any workspace ID by going to Gong > Company Settings > Workspaces. Click any workspace and the workspace ID can be found in the webpage URL).
- Click Authorize Gong, and log in to your Gong instance to complete the authorization.
For a video walkthrough of the above steps, please see: Gong Authorization.
Gong Add to Flow FlowBuilder Node
Once the above steps have been completed, you can utilize the Gong Add to Flow Node from either Lead or Contact Router.
This node can be found under Integrations > Sales Engagement > Gong in the Node Bar.
Within the Add to Flow Node, there are a few configurable options:
Which Flow do you want to add the prospect to?
In the Which Flow do you want to add the prospect to? section, you need to select the Flow where you want to add the prospect. There are two options available:
Specific Flow
With this option, you will select a specific Flow from a dropdown list of Master Flows synced from Gong.
If you have recently added or updated your Flows and they don't appear in the dropdown, click the circular refresh icon to sync your Flows.
Flow ID from a Variable
The Flow ID from a Variable option lets you dynamically reference a Flow ID stored in a variable. This ID corresponds directly to the Flow's identifier in Gong. The Flow ID must be stored in a variable or field located upstream in your graph. For instance, if you want to match specific Campaigns to particular Flows, you can create these mappings in a Data Table and set a Flow ID variable in this node to add the Lead/Contact to the correct Flow.
Assignee for Flow
You must select an Assignee for the Flow. The Assignee is the rep accountable for running the email, call, or other steps associated with the person in the selected Flow. Flow steps will be assigned to the designated assignee. Automated emails will also come from the assignee selected.
You can select the Lead / Contact Owner, a User Found on a Variable Field like from a matched Account, or you can select a Specific User from a dropdown that will list your Gong Users.
Advanced Settings
There are a number of fallback edges you can select:
- Next Node: This option allows the record to proceed to another node in the Router graph after the record has been added to the Gong Flow. This can include things like sending a notification or updating a field on the record.
- No User in Field: This option will allow you to direct next actions if there is no user in the Variable field selected in the Assignee for Flow section above.
- Configuration Error: This will allow you to direct the next actions in the case of an error.
- Queue Owner: This will allow you to direct the next actions in case the intended assignee is a queue.
Monitoring and Troubleshooting
Audit Logs
Gong Add to Flow actions are included in LeanData Audit Logs:
For more information please submit a ticket with LeanData support.