Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Gong to Sana to access your recorded sales calls and meetings. Browse call recordings, read transcripts, analyze detailed call data, and log new calls directly from Sana

In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List calls

Read transcripts

Add calls

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Gong. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add new call

Get extensive data

List calls

List workspace id options

Retrieve transcripts of calls

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Gong.

Trigger

New Call

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
api:calls:read:basic	Read basic metadata for Gong calls and meetings
api:calls:create	Create new call records and upload external call data
api:users:read	Read Gong user profiles and IDs
api:crm:integrations:read	View CRM integration configuration and mapping in Gong
api:library:read	Read items in the Gong content library (clips, playlists, etc.)
api:data-privacy:read	View data-privacy settings and objects (e.g. privacy requests)
api:meetings:user:create	Schedule or register user meetings in Gong
api:engagement-data:write	Write engagement events (emails, calls, meetings) into Gong
api:workspaces:read	Read Gong workspaces and their configuration
api:calls:read:transcript	Access full transcripts and conversation text for calls
api:calls:read:extensive	Read detailed call data, including speakers, tracks, and analytics
api:calls:read:media-url	Get secure URLs to stream or download call audio/video media

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Gong in the list of available connectors

Scroll to the Available connectors section and locate Gong.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Gong card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Gong and approve the requested scopes

You'll be redirected to Gong to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Gong account. Click Continue to complete the setup and start using the connector.