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Connect Gong if your team already records calls in Gong. Doris then brings in verified Gong calls with their transcripts. The calls appear in Meetings and link to deals, companies and people. Doris uses one primary source for meeting transcripts. Doris Notetaker is the default. When you make Gong primary, Doris stops sending its notetaker.

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Before you start

You need:
  • A Doris role that can configure meeting capture.
  • Gong Admin Center access, with permission to create automation rules.
  • Permission in Gong to create an API access key and secret.
  • A connected CRM in Doris. Connect it first, so Doris can link calls to the right deals.

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1. Open the Gong setup

Go to Settings > Workspace > Integrations. Then do one of these:
  • In the Meeting capture family, select Set up Gong on the Gong row.
  • Select Configure meeting capture, then Set up Gong on the Gong row.
The Connect Gong dialog opens. It shows the webhook URL for your workspace.

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2. Create the Gong webhook rule

1

Copy the webhook URL

In the dialog, select Copy Gong webhook URL.
2

Create the rule in Gong

In Gong, open Admin Center > Settings > Ecosystem > Automation Rules. Create a webhook rule with the New Call trigger. Paste the Doris webhook URL.
3

Copy the public key

Gong shows a Public Key for the rule. Copy it. Doris uses it to check that each webhook came from Gong.

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3. Create the Gong API key

In Gong, go to Company Settings > API. Select Get API Key. Copy the Access Key and the Access Key Secret. Gong shows the secret once only.

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4. Connect in Doris

1

Paste the values

In the Connect Gong dialog, paste the Public key, Access key and Access key secret.
2

Connect

Select Connect Gong. Doris checks the API credentials with Gong. If the check fails, Doris shows an error and saves nothing.
Connecting Gong does not make it primary. Doris Notetaker stays primary until you complete the next step.

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5. Make Gong primary

1

Open meeting capture

In Integrations, select Configure meeting capture.
2

Make Gong primary

On the Gong row, select Make primary. The row then shows Doris bots blocked.
While Gong is primary, Doris Notetaker does not join meetings. To go back, select Make primary on the Doris Notetaker row. Doris keeps the Gong calls it already brought in.

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Which calls Doris brings in

Doris ignores a Gong call in these cases:
  • No internal participant on the call matches a Doris user by email.
  • Salesforce is connected with Selected CRM owners, and no internal participant is a selected owner.
If Salesforce uses Selected CRM owners and you select nobody, Doris ignores every Gong call. To bring in calls from all reps, choose All CRM owners. See Salesforce.
The owner filter uses the Salesforce user IDs that Gong sends. It does not apply to HubSpot.

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Troubleshooting

Check that Gong is primary on the Meeting capture page. Check that the Gong rule uses the New Call trigger and the exact Doris webhook URL. Then check the owner filter above.
Doris could not verify the access key and secret with Gong. Create a new API key in Gong and paste both values again. The public key must be at least 20 characters.
Gong must finish processing the recording first. Check that the API key can read call transcripts.
This is expected while Gong is primary. Make Doris Notetaker primary again if you want it back.