Gong Engage
What is it?
While UserGems and Gong Engage don't integrate directly, UserGems does directly integrate with your CRM, which Gong Engage integrates with too. The UserGems <> CRM integration enables:
- The sync of Contacts/Leads and Accounts between UserGems and your CRM.
- UserGems to automatically add Contacts directly to the right Flow to reduce the manual work for your reps and ensure timely followup.
How it works
1. Create Gem-E fields in CRM
- Set up 4 custom fields on CRM contact or lead (based on the desired object that you will use for Gong variables / use when enrolling in your Gong Flow) for UserGems to write the emails written by Gem-E
- Hide these fields on the page layout so it doesn't' crowd the page (unless you want reps to see them)
2. Create custom Gem-E variables in Gong Engage
To create variables from CRM fields:
- Go to Company Settings > CRM > Salesforce/HubSpot
- In the Import from Salesforce/HubSpot area, click Manage Fields
- Create variable next to the relevant fields created from Step 1
3. Create a Gong Flow using custom variables
4. Update Flow rules to automatically enroll Gem-E records to Flow
- Navigate to Rules
- Configure Rules for Add People
- Configure the trigger: ‘When’ lead or contact (based on your choice in step 1) is updated with Gem-E Email Body 1
- Configure the condition: ‘If’ ‘Gem-E Email Body 1’ is not empty
- Configure the ‘Then’ action to add the prospect to the Gem-E flow and assign to the desired owner field
Below is a screenshot of the relevant configuration options:

Note: Refer to Gong’s help documentation on automatic enrollment
Additional Considerations
- Configure your reports/flows so that any given prospect only enrolls in one UG flow at a time.
- You can utilize "Import Rules" along with field updates/actions to prevent enrollment in multiple flows at once
- Be mindful of who will be the "sender" for a given flow.
- Adding user lookup or owner fields to the source report will allow you to dynamically set the "sender" based on who the prospect is.