Clay Icon

Setting Up Prospect Owner in Clay to Gong Engage

·
·

Anyone using clay -> gong engage? trying (and failing) to set up a prospect owner? everyone is getting assigned to me instead

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    To set up a prospect owner in Gong Engage through Clay, you'll need to use the "Add Prospect to Flow" action with the following required inputs: 1. Prospect Owner email - Enter the email address of the Gong Engage user who will own the flow instance 2. Flow ID - Specify the ID of the Gong Engage flow where you want to add the prospect 3. CRM Prospect ID - Provide the prospect's CRM ID (from Hubspot, Salesforce, etc.)Note: For this to work properly, your CRM must be connected to your Gong account. Source: Gong integration overview | Documentation | Clay University

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    Was that helpful?

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.