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 flow at this time.

Prerequisites/Preparation

Demandbase must be integrated with Gong. See Integrate Gong with Demandbase. 

You must have a license for Gong Engage. 

You must have active Gong Engage flows. See Gong's article on how to set up flows. 

Your Gong must be integrated with a CRM.

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. Choose a flow by completing the following from the drop down lists:
   • Flows belong to: Gong user who owns the flow.
   • The Gong Engage Flow: Name of the flow.
     Tip: You can see personal flows owned by the user selected in the Flows belong to: drop-down and all company flows.
     
4. Click Confirm. 

Outcome

Demandbase identifies people that meet the selector criteria and adds them to the selected Gong Engage flow.