Take Action: Gong Engage Flows

  • Updated

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 to Add People to Gong Engage Flow

  • 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 Salesforce CRM.
  • You must have active Gong Engage flows. See Gong's article About flows in Engage . 

Add People to Gong Engage Flow

  1. In Demandbase One for Marketing, select one or more people (for example, from Analytics > People or Database > People > Person Lists > {Person List} > {Person Name}).
  2. Click Take Action.
  3. In the right Take Action menu, select the Partner tab, and click Add to Gong Engage flow.
  4. 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.
  5. Click Confirm.