Utilize this integration to configure your Gong account to automatically send Partner Mentions to your Crossbeam account. This will create an irrefutable source of truth for why you made Attribution decisions, confirming that your Partners genuinely play a key role in the successful closure of Open Opportunities in your favor.
In this Article:
Set up the Gong Integration
❗️Important
You must be a Gong Admin to complete the following steps. Learn more by visiting the Gong Help Center here.
You must also have an Admin role in Crossbeam Core to set up the Gong integration.
✍️ Note
Gong Inbound Integration is only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
From the Integration workspace in Crossbeam, scroll down the page to the Available Integrations section. Locate the Gong tile and click Install.
Next, a pop-up window will guide you through the installation process.
Complete the following steps:
Confirm your Crossbeam account
Authenticate your Gong Account
Choose Partners from the dropdown options
Prioritize the most important Partners to look for in recorded calls
In the next window, you will be setting the Similarity Cutoff. The Similarity Cutoff uses AI models to give you the ability to adjust the sensitivity level for detecting Partner Mentions.
The Similarity Cutoff default is set at 90 to reduce the chances of false positives (incorrect matches). If you discover your Partner Mentions are not being captured accurately, revisit the Set your Similarity Cutoff settings and lower the value for better results. Configuration settings can be located in Crossbeam on the Integrations page.
Click Finish to finalize the integration set up.
😎 Pro Tip
If your Partners have unique company names like "Hooli," we recommend setting up Gong Keyword Trackers. With these additional configuration options, you can fine-tune Gong's ability to identify and catch Partner Mentions effectively.
Once the Gong integration set up is finished, Crossbeam will start to sync 30 days of historical Partner Mentions, as well as continuously monitor every call transcript for future Partner Mentions!
Manage Gong Integration
Open the Integration workspace in Crossbeam, and scroll down the page to the Installed Integrations section.
Locate the Gong row, click the configure button to open a pop-up window
In the pop-up window, click through the current configuration and make any changes
When you see the list of selected Partners, add or remove Partners as needed
Click Finish to save any changes
Activity Timeline
The Activity Timeline is located on the Individual Record Page. To find this in Crossbeam:
Utilize the search bar at the top of Crossbeam
Search for one of the Partners selected in the initial integration setup
Click on the Partner name to open the Individual Record Page
Select Timeline from the side panel
On the Activity Timeline, you will see which Partner was mentioned, an external link to the Gong call, along with the date and time of the activity.
Click on Gong Call ↗ and an external link to Gong will open.
In this workspace, you also have the flexibility to choose which Partner data and types of Activity Data are displayed on the timeline. Select or deselect the boxes located on the right side of this workspace to make these changes.
On the Supernode plan, you will see this same timeline on the Attribution page.
With the Salesforce Attribution Push installed, every Attributed Opportunity comes with a distinct Gong link. This link leads you back to the specific Attributed Opportunity, with the context embedded, putting the context for your attribution decisions right at your fingertips.
To upgrade your account, visit the Plan & Billing page.