Merging Results in Clay x Gong Templates: Seeking Guidance

Hi Clay Crew, I’m working in a Clay x Gong template and I was wondering how can you merge/combine results from different calls for the same prospect/lead? Any guidance or tutorial would be great? Thank you!

3 comments

Channeled
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To merge or combine results from different calls for the same prospect in a Clay x Gong template, you can use the "Get Call Details" action in Clay. Here's a general approach: 1. Set up a table using the Gong integration in Clay. 2. Use the "Get Call Details" action to retrieve information about multiple calls. 3. When setting up the action, select the specific details you want to pull from each call. 4. Use Clay's data manipulation features to combine the results for the same prospect. For a detailed tutorial, check out our Claybook: "Streamline multi-threading and next steps after sales calls". It includes interactive demos to guide you through the process. If you need more specific guidance, please provide more details about your use case.
Sources: Claybooks: Streamline multi-threading and next steps after sales calls | Clay.com Pull Calls with Gong | Clay.com Gong integration | Documentation | Clay University
Amit S.
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Would need a separate workflow to do this, either inside Clay or using another automation tool.
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Yes, you'll need to set up a separate workflow inside Clay to merge or combine results from different Gong calls for the same prospect or lead. We have a template and workflow designed specifically for this purpose. Here's a brief overview: 1. Use two Clay templates: "Gong HTTP/API" and "Calls and enrichment" 2. Set up "GET Calls" to retrieve calls from Gong 3. Send call data to a separate table for enrichment 4. Get call transcripts and details 5. Set up HubSpot lookups and updates This workflow allows you to streamline multi-threading and manage next steps after sales calls, all within Clay. For a detailed tutorial, check our Claybook on this topic. If you need more assistance, you can request human support in this chat.
Sources: Streamline multi-threading and next steps after sales calls | Clay Claybooks: Streamline multi-threading and next steps after sales calls | Clay.com

Merging Results in Clay x Gong Templates: Seeking Guidance | Clay