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Use Gong when your workflow needs call records, transcripts, user lookup, meetings, or Engage flow management. It fits steps that review activity and then take action on meetings or prospect assignments.

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Configuration

Before you configure this step, connect Gong in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Gong response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Gong if you have not already done that.
  2. Add a Gong step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get Call By ID in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Review a recent call

  1. List Calls By Date
  2. Get Call By ID
  3. Get Call Transcript

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Check user readiness

  1. List All Users
  2. Get User By ID
  3. Validate Meeting Integration

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Manage Engage routing

  1. List Engage Flows
  2. Assign Prospects To Flow
  3. Unassign Flows By CRM ID

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Notes

  • This step depends on a connected Gong integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Gong tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Gong as an Agent Tool

You can also add Gong as a tool in the Agent Editor. Open the agent, click Add tool, and select Gong. In the tool settings panel, choose the connected account the agent should use. The agent calls Gong actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration