How can I connect Gong Engage with Surfe?

Connect Gong Engage with Surfe to send contacts directly into your Gong Engage flows without leaving Surfe.

You can choose the flow and starting step, check whether a contact is already in a flow, and track flow status directly from Surfe.

Who can use the Gong Engage integration?

The integration is available on the Pro plan and above.

Gong Engage is connected once per Surfe workspace: after one person connects it, everyone in the workspace can send contacts to their own Gong Engage flows.

Before you start

• The person connecting must be a Gong Technical Admin (Gong only lets this role approve integrations).
• Each Surfe user who wants to send contacts needs a Gong Engage licence, and their Gong account must use the same email address as their Surfe account.
• Connect a CRM to Surfe, as Gong Engage identifies contacts by their CRM record.
• Surfe supports one sales outreach tool at a time. Disconnect Salesloft, Outreach or Lemlist before connecting Gong Engage.
• Your CRM must be connected in Gong, and it must be the same CRM account that’s connected to Surfe. Gong finds contacts by their CRM record ID, so if Gong is connected to a different CRM account (for example a sandbox or another HubSpot portal), contacts sent from Surfe won’t appear in Gong.

How to connect Gong Engage

1. Open the Surfe Dashboard → Tools & Apps → Email Automation.
2. Select Gong Engage and click Connect.
3. Sign in to Gong as a Technical Admin and approve the requested permissions.
4. Gong Engage is now connected for your whole workspace. Only the person who connected it, or a Surfe admin, can disconnect it, and disconnecting turns it off for everyone.
    
   Tip: If you see an error from Gong when connecting, check that you're signed in as a Gong Technical Admin.

How to send a contact to a Gong Engage flow

You can send contacts to Gong Engage from LinkedIn profile views, contact lists, recommendation cards, and Surfe search results.

Send a single contact

1. Select the contact.
2. Click Send to Gong Engage.
3. Surfe checks whether the contact already exists in your CRM.

4. If needed, Surfe syncs the contact to your CRM first.

   

5. Surfe checks whether the contact is already in a Gong Engage flow.

6. Choose the flow you want to use.

   

7. Choose the starting step.

   

8. Confirm the action.

   

Gong Engage identifies contacts using their CRM record ID, so the CRM sync must be completed before Surfe can assign the contact to a flow.

What happens when a contact is new to your CRM?

If the contact isn’t already in your CRM, Surfe creates it there first and then adds it to the flow. Gong imports new CRM records on its own schedule, usually within a few minutes, so the contact’s details can take a little while to appear in Gong Engage.

If the contact is already in your CRM, there should be no additional delay.

Check a contact's Gong Engage status

Once a contact has been added to a flow, Surfe displays their Gong Engage status on contact cards and profile views.

Possible statuses include:

• Not sent
• Pending
• In progress
• Paused
• Bounced
• Opted Out
• Finished
• Removed
• Error

For contacts in progress, Surfe can also show the current step, such as Step 3 of 7.

Tip: Flow status isn't updated in real time. Surfe refreshes the status when you open a contact view and approximately every 60 seconds while the view is open.

Enrichment and credits

If auto-enrichment is enabled, Surfe can enrich the contact's email and mobile number when you send them to Gong Engage.

This uses your available enrichment credits.

Important things to know

You can only connect one sales outreach tool

Surfe supports one sales outreach tool at a time. Disconnect Salesloft, Outreach or Lemlist before connecting Gong Engage, as Surfe won't connect it while another outreach tool is active.

You can't manage flows from Surfe

You can send contacts to existing Gong Engage flows from Surfe, but you cannot create or edit Gong Engage flows from Surfe. Manage your flow templates directly in Gong Engage.

You can't remove contacts from flows from Surfe

If a contact was added to the wrong flow, you'll need to remove them directly from Gong Engage.

Gong and Gong Engage are different

This integration is specifically for Gong Engage. Having Gong's core conversation intelligence product does not automatically give you access to Gong Engage.

A contact can only be in one flow at a time

A contact can only be in one Gong Engage flow at a time. To add them to another flow, remove them from their current flow directly in Gong Engage first.

Flows belong to the rep who sent the contact

The flow is associated with the rep who sent the contact from Surfe. The contact and its to-dos will appear under that rep’s Gong user.