Take Action: Gong Engage Flows

The Add to Gong Engage flow action allows you to add people from your connected CRM to Gong Engage flows directly from Demandbase.

Important:

• Take Action functionality is limited to a maximum of 200 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.
• You can’t remove people from a Gong Engage flow.

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• 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

1. Select people to add to a Gong Engage flow and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Add to Gong Engage flow.
3. In the Gong Flow 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.
4. Click Confirm.