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.

Each user connects their own Gong Engage account to their Surfe account. There is currently no organisation-wide connection.

Before you start

Before connecting Gong Engage:

• Make sure you have access to Gong Engage.
• A Gong Technical Admin at your organisation must register Surfe as an approved integration in Gong's admin settings.
• Make sure you have a CRM connected to Surfe, as Gong Engage reads contact data from your CRM.
• Keep in mind that Surfe supports one sales outreach tool per user. Connecting Gong Engage will disconnect an existing Salesloft, Outreach, or Lemlist connection.

Tip: If you can't connect Gong Engage, ask your Gong Technical Admin to check that Surfe has been registered as an approved integration.

How to connect Gong Engage

1. Open the Surfe Dashboard.
2. Go to Tools & Apps.
3. Find the Email Automation section.
4. Select Gong Engage.
5. Click Connect.
6. Sign in to Gong and approve the requested permissions.
7. Once approved, your Gong Engage account will be connected to your Surfe account.

Each user needs to complete this connection individually.

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.

Send contacts in bulk

You can send up to 100 contacts at once from Surfe lists and search results.

What happens when a contact is new to your CRM?

If the contact isn't already in your CRM, Surfe syncs them before sending them to Gong Engage.

Gong Engage can take approximately 2–5 minutes to pick up a newly created CRM record. During this time, Surfe shows a Syncing to Gong status and automatically retries the flow assignment.

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
• 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 connection per user.

If you connect Gong Engage while Salesloft, Outreach, or Lemlist is already connected, the existing connection will be disconnected.

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.