Gong is a revenue intelligence platform that captures and analyzes customer interactions across calls, emails, and meetings. It uses AI…
Full ReviewThe world's leading cloud-based CRM platform powering sales, service, and marketing for businesses of all sizes.
Full ReviewGong and Salesforce have a native, first-party integration that is one of Gong's most established and widely-used connectors. This integration automatically links recorded calls and meetings to the correct Salesforce records, surfaces deal intelligence directly within Salesforce, and gives revenue teams a unified view of pipeline health without switching between platforms.
The integration is included with all Gong plans and does not require any third-party middleware. Setup is handled through Gong's admin panel with a direct OAuth connection to your Salesforce org.
At a high level, the Gong-Salesforce integration provides three categories of functionality:
Before setting up the integration, confirm that you have:
Log in to Gong as an admin. Navigate to Company Settings (gear icon in the top-right corner), then select Integrations from the left sidebar. Locate Salesforce in the CRM section. Gong prominently features Salesforce since it is one of their primary supported CRMs.
Click Connect next to the Salesforce integration. You will be redirected to Salesforce's OAuth login screen. Sign in with your Salesforce admin credentials and grant Gong the requested permissions. These permissions allow Gong to read account, contact, lead, and opportunity data, and to write activity records back to Salesforce.
Once authorized, Gong will display a confirmation showing the connected Salesforce org name and the authenticating user. It is recommended to use a dedicated integration user or service account rather than a personal admin account, so the connection is not broken if that person leaves the organization.
After connecting, Gong needs to know how to match recorded calls to Salesforce records. In the Salesforce integration settings within Gong, configure the following:
In the same settings area, enable Auto-log activities to Salesforce. You can configure:
Each logged activity in Salesforce will contain a direct link to the full Gong recording and transcript, so anyone viewing the Salesforce record can click through to the conversation details.
For teams using Gong's deal intelligence capabilities, you can push Gong deal data into custom Salesforce fields on the Opportunity object. This typically includes:
These fields need to be created in Salesforce first (as custom fields on the Opportunity object), then mapped in Gong's integration settings. Gong provides documentation on the exact field types and API names required.
| Data | Direction | Details |
|---|---|---|
| Call recordings and transcripts | Gong to Salesforce (as activity links) | Logged as Tasks or Events with a link to Gong |
| Contact and lead records | Salesforce to Gong (read-only) | Used for participant matching |
| Opportunity data | Salesforce to Gong (read-only) | Powers Gong's deal boards and forecasting |
| Deal intelligence scores | Gong to Salesforce (custom fields) | Written to Opportunity custom fields |
| Account hierarchy | Salesforce to Gong (read-only) | Used for organizational context |
Once Salesforce opportunity data flows into Gong, Gong's Deal Board provides a pipeline view that overlays conversation intelligence on top of CRM data. This means you can see not just what stage a deal is in (from Salesforce), but whether the conversation patterns support that stage assessment.
For teams using Gong Forecast, Salesforce opportunity amounts and close dates form the baseline forecast, which Gong then adjusts based on actual conversation signals. This requires Salesforce data to be reasonably up to date, since Gong reads it rather than overwriting it.
Check that the call participants' email addresses match what is stored in Salesforce. In Gong, go to the specific call and verify the participant matching. If a participant was not matched, their email may not exist in your Salesforce org.
If the Salesforce connection drops, the most common cause is that the authenticating user's password changed or their account was deactivated. Re-authenticate in Gong under Company Settings, then Integrations, then Salesforce, using a current admin account.
If Gong's deal boards show incomplete data, verify that Contact Roles are properly set on your Salesforce opportunities. Gong relies on these relationships to connect conversations to deals.
While the native integration covers the primary use cases, some teams use Zapier alongside it for edge cases such as triggering Slack notifications when Gong logs a call to a specific Salesforce opportunity, or creating follow-up tasks in a project management tool. Zapier supports both Gong and Salesforce as triggers and actions, but it is not a substitute for the native CRM integration.
These platforms can help you connect Gong and Salesforce without writing code: