More than Gong Engage flows

Add routed leadsto Gong Engage flows

Default adds routed leads who don't book to a Gong Engage flow from their assigned rep.

WorkOS
Air
Hebbia
Cortex
Dust
Decagon
Owner
Airbyte
Listen Labs
Profound
Wispr Flow
fal ai
Perplexity
Rillet
Display Scheduler Not booked branch leading to an Add to Gong Engage Flow node

Not booked, then into a flow

A lead who closes the calendar without booking goes into a flow that runs under their assigned rep.

Add to Gong Engage Flow node with Sending user set to the assigned rep

Sender follows routing

Set Sending user to the assigned rep, and the flow runs as their Gong user.

Demo request from a HubSpot form going straight into a Gong Engage flow with the cool-off skipped

Skip the cool-off for demo requests

Turn on Ignore cool-off period, so someone who just asked for a demo joins a flow even if Gong would skip them as recently contacted.

Booking page for a demo recorded with Gong, noting the consent link is on the invite

Recording consent on booked meetings

With Gong as the event location, Gong's consent link goes on the Google Calendar or Outlook invite.

Leads who don't bookgo into a Gong Engage flow

On the Not booked branch, Add to Gong Engage Flow enrolls the person from the assigned rep, using their Salesforce or HubSpot record ID.

Workflow enrolling a lead who did not book in a Gong Engage flow from the assigned rep

Sequencing

Pick the flow, the sending user, and the CRM record ID, with an optional cool-off override.

Follow up on unbooked leads

The branch runs when the visitor closes the calendar or the timeout passes.

Booked meetings carryGong's recording consent

Set the event location to Gong (Consent-enabled recording), and each booking creates a Gong meeting with the consent link on Google Calendar and Outlook invites.

Event location set to Gong with the consent link shown on the booked invite

Gong setup

An admin connects Gong Engage once, and a Gong admin turns on the Recording Consent Page.

Calendar on the form

The routed rep's calendar opens over your page right after the form.

“It’s the control layer we’re using to run GTM from the same brain.”
Matt McGonegleDirector of GTM Operations @ Cortex
FAQ

Questions about Gong Engage flows

  • Default adds routed leads to Gong Engage flows with the Add to Gong Engage Flow node, running each flow under the assigned rep, and creates consent-enabled Gong meetings when an event's location is Gong. Gong Engage is Gong's sales engagement product, where reps run flows of emails, calls, LinkedIn steps, and tasks.

  • Default enrolls them with the Add to Gong Engage Flow node, after a Round-Robin node picks the rep and Match Record or Create Record supplies the Salesforce or HubSpot record ID. Set Sending user to the assigned rep, and turn on Ignore cool-off period for demo requests Gong would otherwise skip as recently contacted.

  • Default's Add to Gong Engage Flow node identifies each prospect by their Salesforce or HubSpot record ID, so the workflow matches or creates the CRM record first and passes its ID to Gong. Gong Engage itself is available for Salesforce, HubSpot, and Microsoft Dynamics.

  • Default uses Gong Engage only: the Add to Gong Engage Flow node adds people to flows, and events with Gong as the location create consent-enabled Gong meetings. Default does not read Gong calls or transcripts.

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