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Gong Engage
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:

  1. The sync of Contacts/Leads and Accounts between UserGems and your CRM.
  2. 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)
Sample field labelSample API nameType
Gem-E Subject 1Gem_E_Subject_1__cText (255)
Gem-E Subject 2Gem_E_Subject_2__cText (255)
Gem-E Subject 3Gem_E_Subject_3__cText (255)
Gem-E Content 1Gem_E_Content_1__cRich text
Gem-E Content 2Gem_E_Content_2__cRich text
Gem-E Content 3Gem_E_Content_3__cRich text
Gem-E Content 4Gem_E_Content_4__cRich text
Gem-E Content 5Gem_E_Content_5__cRich text
Gem-E Content 6Gem_E_Content_6__cRich text
Gem-E Content 7Gem_E_Content_7__cRich text



2. Create custom Gem-E variables in Gong Engage

To create variables from CRM fields:

  1. Go to Company Settings > CRM > Salesforce/HubSpot
  2. In the Import from Salesforce/HubSpot area, click Manage Fields
  3. Create variable next to the relevant fields created from Step 1

3. Create a Gong Flow using custom variables

DayActionContent
Day 1Manual EmailSubject: {{Gem-E Subject 1}} Body: {{Gem-E Content 1}}
Day 1LinkedIn Connection (optional)-
Day 3Phone Call-
Day 5Automatic Email (Reply Thread)Body: {{Gem-E Content 2}}
Day 10Automatic Email (New Thread)Subject: {{Gem-E Subject 2}} Body: {{Gem-E Content 3}}
Day 10Phone Call-
Day 13Automatic Email (Reply Thread)Body: {{Gem-E Content 4}}
Day 20Phone Call-
Day 20Automatic Email (Reply Thread)Body: {{Gem-E Content 5}}
Day 23Automatic Email (New Thread)Subject: {{Gem-E Subject 3}} Body: {{Gem-E Content 6}}
Day 27Phone Call-
Day 27Automatic Email (Reply Thread)Body: {{Gem-E Content 7}}


4. Update Flow rules to automatically enroll Gem-E records to Flow

  1. Navigate to Rules
  2. Configure Rules for Add People
  3. Configure the trigger: ‘When’ lead or contact (based on your choice in step 1) is updated with Gem-E Email Body 1
  4. Configure the condition: ‘If’ ‘Gem-E Email Body 1’ is not empty
  5. 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.
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