The Add People to Gong Engage flow action allows you to automatically add people from your connected CRM to Gong Engage flows directly from Demandbase.
Important: You can’t remove people from a Gong Engage flow.
Prerequisites
- You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
- Demandbase must be integrated with Gong.
- You must have a license for Gong Engage.
- Your Gong must be integrated with a CRM.
- You must have active Gong Engage flows. See Gong's article on how to set up flows.
Steps
- From the left navigation bar, go to
Orchestration > Automations.
-
Create an Automation with Person Member Type.
Tip: You can edit an existing automation by clicking an Automation name. - In the left main action panel, select Sales > Add to Gong Engage flow.
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In the right sub-action panel, complete the following drop-downs:
- Flows belong to: Gong user who owns the flow.
-
The Gong Engage Flow: Name of the flow.
Tip: The list shows the personal flows owned by the user selected in the Flows belong to drop-down, along with all other company flows.
- Connect the sub-action node to the Set Automation Flow main action node.
- In the Set Automation Flow main action node, define the population and schedule.
- Click Save Update.
- Click Confirm.
- Publish the Automation.
Troubleshooting
If the Automation workflow fails, you may see the following error messages:
- No CRM ID found: In Gong, there is no CRM ID for the contact/lead.
- Invalid crmId <fake_id>: In Gong, the CRM ID is invalid for the contact/lead.
- No CRM integration with Gong: In Gong, the CRM ID is valid but there is no contact/lead record in Gong.
- Unexpected error occurred: Unknown error.