Gong Integration

Combining Clozd with Gong—which records sales calls with buyers while an opportunity is still live—provides a complete picture of what happened throughout the entire lifecycle of a deal.

This article contains the following sections:

• What is the Gong integration?
• Gong integration benefits
• Gong integration setup
• Example
• FAQs
• Questions?

What is the Gong integration?

Gong provides a transcript of each sales call for an opportunity. These transcripts offer
additional and potentially rich feedback for why a deal was won or lost. Clozd can now ingest
these transcripts to be analyzed in the Clozd Platform alongside your win-loss interviews and
surveys. This will allow you to truly understand what’s happening across your sales pipeline
before and after each deal is closed

Gong integration benefits

• Improve sales coaching with buyer feedback. Specific moments on sales calls correlate with the Decision Drivers Clozd identifies in interviews and surveys. You can now dig deeper into your Clozd Decision Drivers to understand what moments from sales calls fall into those specific areas. This allows you to revisit and train your sales reps on successful plays—and avoid repeating the same mistakes.
  
  
• Develop a holistic view of your sales process from start to finish. Gong captures sales conversations from the start of an opportunity until it closes, which tells you what happened. Clozd adds post-opportunity feedback directly from your buyers and sales reps, which tells
  you why you won or lost an opportunity. Combining your Clozd and Gong data unlocks a
  holistic view of what’s happening—and why it’s happening.
  
  
• Simplify buyer research. Import Gong call recordings into the Clozd Platform and view them alongside buyer and sales rep feedback. As you analyze the data, you also have the ability to make comments and tag the transcript of Gong call recordings—just like you do with Clozd interviews and surveys. You can view and report on those insights from Gong in aggregate with your Clozd feedback.

Gong integration setup

The Clozd Platform integration with Gong is simple and should only take a few minutes to set up. To enable the integration, you'll need to have technical administrator permissions on Clozd and Gong.

To configure the integration, follow the steps provided below or included in this video:

1. Navigate to the Configuration tab in the Clozd Platform. 

2. Click on the Settings tab and select the Integrations section.

3. Locate the Gong integration, then click Connect.

4. Sign in to your Gong account. 

5. Navigate to the Automations tab.

6. Click the + Add Import Source button.

7. Locate Gong and click Select.

8. Once the integration is complete, please allow up to 15 minutes for the corresponding deal data to populate.

Example

After the Gong call data has been imported and associated with a deal in Clozd, you will be able to see the transcripts of each sales call, the participants involved, the Points of Interest that were auto-tagged, and the link to see the call in Gong.

You may then use Clozd's tagging feature to tag important information obtained from the Gong sales calls or the Clozd win-loss interviews. 

FAQs

1. What level of permission is needed to connect to Gong?
   To integrate Gong with Clozd, a Gong technical admin needs to authenticate from Clozd.
   
   
2. How does Clozd know which opportunity is associated with each Gong call recording?
   Clozd maps call recordings from Gong to deals in Clozd using your CRM opportunity ID. Customers need to link Gong to their CRMs for the Clozd <> Gong integration to work.
   
   
3. Who will be able to see Gong data in Clozd?
   Users will be able to view Gong transcripts on any deal with published win-loss feedback (interviews or surveys). If a user’s level of access limits what deals they can see, that user will only see Gong transcripts that exist on the deals they have permission to access.
   
   
4. What can I do with Gong data in Clozd?
   Users will be able to search Gong transcripts, tag Gong transcripts, and add comments to Gong transcripts—the same way that users can currently search, tag, and comment on published win-loss feedback. Users will not be able to edit Gong data in Clozd.
   
   
5. Will I be able to see Clozd data in Gong?
   Currently, the integration between Clozd and Gong is one-way—meaning that users will only see Gong data in Clozd. Clozd data will not appear in Gong.
   
   
6. How can I create a filter to see the deals that have Gong feedback
   Create a filter and add this criterion:
   Feedback Channel -> Includes -> Third Party
   
   
7. Can I find this integration on the Gong Collective site?
   Yes, you can find that here: https://integrations.gong.io/integrations/clozd

Questions?

For questions about the fit of the Gong integration for your Clozd win-loss program, please contact your Clozd program manager.

For questions about the integration or troubleshooting, please contact support@clozd.com.