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Introduction

Gong revenue platform can be enriched with customer data, including Deals, Accounts and Leads etc ,from your data warehouse. This guide will help you set up a connection between your data warehouse and Gong.

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Gong Configuration

To use the CRM API through valmi.io, you need to create an API key. To create an API key, follow the steps below:

  • Go to Company Settings and Choose API under Ecosystem Group. If you are already logged in, You can also try with this url. https://us-68970.app.gong.io/company/api-authentication?currentTab=MY_API_TAB
  • Click on Get API Key button.
  • Keep the Access Key and Access Key Secret handy. You will need these to configure the Gong connection on valmi.io.

Additionally, to use the CRM API, you need a Generic CRM integrated in Gong, instead of the SaaS integrations. To create a Generic CRM, follow the steps below:

  • The following http Query needs to be executed to create a Generic CRM. Use the access_key and access_key_secret copied above to generate the Basic Auth header. Please refer to https://us-68970.app.gong.io/settings/api/documentation#put-/v2/crm/integrations to register a Generic CRM integration.
curl --location --request PUT 'https://us-68970.api.gong.io/v2/crm/integrations?clientRequestId=123433&integrationId=7824728691807007240' \
--header 'Authorization: Basic TkM1SVdfBZN0tJNEpXRjVXTTdQRjJTUTdVR0ZGRUVETkM6ZXlKaGJHY2lPaUpJVXpJMU5pSjkuZXlKbGVIQWlPakl3TURFek1USTNOemNzSW1GalkyVnpjMHRsZVNJNklrNUROVWxRV1RkTFNUUktWMFkxVjAwM1VFWXlVMUUzVlVkR1JrVkZSRTVESW4wLkdkdfaSWxNcVNGOWZsZUdWMlB4OF9aYXdfdfiRXBJdm5TcVF3M1Z0N1lpYzhadG8=' \
--header 'Content-Type: application/json' 
--data-raw '{
  "ownerEmail": "j.appleseed@valmi.io",
  "name": "Valmi Gong Sandbox"
}'

Once the Generic CRM is registered, we are ready to create a Gong connection on valmi.io.

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Creating a Gong Connection on valmi.io

Go to destinations on valmi.io and create a new destination. Select Gong as the destination. On the next page, enter the name of the connection and paste the access_keyandaccess_key_secret` generated in the steps above. The picture below shows Gong secrets entered into the text fields. Click on the Next button to connect to the Gong API, test the connection, and create it.

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Setting up a Sync

  1. ​
    Supported Destination Modes

Gong supports the following objects. The following table displays the destination sync modes supported for each of the object. Please refer to the Destination Sync Modes for more information on the different destination modes.

Gong ObjectUpsertUpdate
LEAD✅✅
ACCOUNT✅✅
BUSINESS_USER✅✅
DEAL✅✅

The picture shows the list of Gong objects supported by valmi.io.

  1. ​
    Mapping Source Columns to Destination Fields

While creating a Sync on valmi.io, you can select a source table and then you can choose the previously created Gong connection as the destination. One of the objects supported by Gong can be selected as the destination object.

We have chosen the DEAL object for this example. The next screen lets the user map the source columns onto the fields of the Gong object. Fields such as objectId and modifiedDate are mandatory. The picture below shows that we have selected Upsert destination sync mode. email has been selected as the Primary Key for the Warehouse source. The source fields last_update, email, name, amount, last_update have been mapped to the destination fields modifiedDate, accountId, name, amount, closeDate respectively.

In the next screen, you can choose a schedule for the sync and finally create the sync.

  1. ​
    Verifying data loaded into Gong

You can confirm the number of records sent to Gong API from the Sync Runs Page.

You can also confirm the data loaded into Gong from the Gong UI. We are currently using an API call per record. The Gong API internally used within the valmi.io connector is documented here . It can be easily changed to batch API. Please contact us to enable batch API usage.