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Connect Gong and every real conversation from the dialer shows up in Gong, recording and all. Gong transcribes it, runs your trackers and scores it next to the rest of your team’s calls. If your team uses Gong Engage, you can also dial your open Engage call tasks and have them marked done after each call.
Gong is connected once for the whole team. Only an admin or the team owner can connect, configure or disconnect it. In Gong, the person who connects needs technical administrator rights.

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Connect Gong

1

Sign in as a Gong technical admin

Go to Settings › Connections › Integrations, find the Gong card and click Connect. Sign in with a Gong user who has technical administrator rights, and approve.
2

Map every rep who dials

Open Configure on the Gong card and go to User Mapping. Pair each Salesfinity user with their Gong user. This decides whose Gong profile each call lands on, and whose Engage tasks a rep imports.
3

Map dispositions to Gong outcomes

In Field Mapping, map each Salesfinity disposition to a Gong call outcome. The outcome is sent with every call. An unmapped disposition sends the call with no outcome.
4

Check one call

Have a rep make a recorded call that lasts at least ten seconds and log it. It should appear in Gong under that rep, with the outcome you mapped.
Map every rep who dials. A call from a rep with no mapping is still uploaded, but under another mapped user. It lands on the wrong person’s Gong profile.

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Which calls go to Gong

Gong only gets real conversations, so it does not fill up with short dials. Calls from other sources upload in their own queue, next to the CRM sync. A CRM problem never holds up the Gong upload. Each call carries its Salesfinity call ID, and Gong rejects an ID it has already seen. Salesfinity treats that as success. A call can be retried safely and is never duplicated in Gong.

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What Salesfinity sends to Gong

Every call is uploaded as an outbound call titled “Salesfinity Call”.

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Work Gong Engage call tasks

Import with Gong as the list source and Salesfinity pulls your open call tasks into a list named “All tasks”. A task is included when it is:
  • a manual task or a flow step whose action is a call,
  • open and assigned to the Gong user mapped to you,
  • due today or earlier.
Each contact carries the task ID, the flow and step it came from, and the contact’s CRM ID and link from Gong. There is no list picker, because Gong Engage has no lists to pick from. After you log the call, Salesfinity marks the task done in Gong as your mapped user. If Gong says no task changed, for example because it was already closed or reassigned, the call still syncs. The call log notes that the task was not completed, so close it in Gong.

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Gong data inside Salesfinity

  • Contact card. The Gong Calls card lists a contact’s past Gong calls, found by their phone numbers and email. It shows direction, disposition, participants and a link to the call in Gong.
  • Ari. On plans with Ari, you can ask about your Gong calls in plain words. Ari can read calls, transcripts, activity and interaction stats, scorecards, trackers, library folders, tasks and flows.
For example, ask Ari: Ari finds the calls in Gong, reads the transcripts and answers in the chat. It only reads Gong data, so nothing needs your approval.

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The full round trip

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Permissions Gong asks for

The connection belongs to the team. Gong gives Salesfinity a new refresh token each time it is used, and Salesfinity always keeps the newest one, so the connection does not drift.

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Troubleshooting

It was under ten seconds, had no recording or was a voicemail. That is expected: only real conversations are uploaded.
The rep has no user mapping. Map them in User Mapping.
Gong found no matching task for the mapped user, usually because the task was reassigned or closed in Gong. Close it in Gong.
The refresh token was revoked, or the person who connected lost technical admin rights. Have a Gong technical admin reconnect from the card.
Your Salesfinity user is not mapped to a Gong user. Ask an admin to add you in User Mapping.

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Next steps

How a call gets back to your CRM

How the Gong upload runs next to the CRM sync.

Fix integration problems

Reconnect prompts, empty imports and failed syncs.