In this guide, we will walk you through the process of integrating Zeda.io with Gong. This integration will allow you to automatically send call transcripts from Gong.io to Zeda.io, where our AI-powered tools analyze the data and help you discover new opportunities to drive more revenue and make customer-focused decisions.
Before you begin, make sure you have the necessary permissions and access to both your Zeda.io workspace and your Gong account.
Step 1: Connect Zeda. to Gong
Go to your Zeda.io workspace Settings -> Integration -> Gong.
Select Connect.
Follow the OAuth prompts to complete the connection between Zeda.io and Gong.io.
Step 2: Set Up Automation Rules in Gong.io
Head to your Gong.io dashboard.
Go to Company Setting -> Automation rules
Create an automation rule to filter the calls you want to send to Zeda.io.
For Webhook URL, go to Gong Integration page in your Zeda.io workspace and Copy-Paste Webhook credentials - URL value
Send Test call and verify that transcript is getting added on Zeda Feedback dashboard.
Save the automation.
Now Zeda.io will automatically create transcribed call notes in the feedback dashboard for the calls that match your rule.
And that's it! You've successfully set up the Gong.io integration with Zeda.io. Now, you can start leveraging the power of call transcripts to drive business outcomes and make informed decisions.
If you have any questions or encounter any issues during the setup process, please don't hesitate to reach out to [email protected]. We're here to help you make the most of this integration.