← Salesforce + Gong integrations

Add New Call with Gong API on New Deleted Record (of Selectable Type) from Salesforce API

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New Deleted Record (of Selectable Type) from the Salesforce API
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Add New Call with the Gong API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Salesforce trigger and Gong action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Deleted Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Add New Call action
    1. Connect your Gong account
    2. Configure Client Unique ID
    3. Configure Actual Start
    4. Select a Direction
    5. Select a Primary User
    6. Configure Parties
    7. Optional- Configure Title
    8. Optional- Configure Purpose
    9. Optional- Configure Scheduled Start
    10. Optional- Configure Scheduled End
    11. Optional- Configure Duration
    12. Optional- Configure Disposition
    13. Optional- Configure Meeting URL
    14. Optional- Select a Call Provider Code
    15. Optional- Configure Download Media URL
    16. Optional- Select a Workspace ID
    17. Optional- Select a Language Code
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.
Version:0.0.4
Key:salesforce_rest_api-record-deleted

Salesforce Overview

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code

import startCase from "lodash/startCase.js";

import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (of Selectable Type)",
  key: "salesforce_rest_api-record-deleted",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.",
  version: "0.0.4",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect a value from the drop down menu.

Trigger Authentication

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce

Web services API for interacting with Salesforce

Action

Description:Add a new call. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls)
Version:0.0.2
Key:gong-add-new-call

Gong Overview

The Gong API allows you to tap into Gong's conversation intelligence capabilities, enabling you to retrieve call recordings, transcripts, and analytics data for sales engagements. By integrating Gong with Pipedream, you can automate workflows that react to this sales data, enrich CRM records, trigger follow-up actions, and sync insights across your sales stack. It's a goldmine for sales teams looking to leverage conversational insights and make data-driven decisions.

Action Code

import app from "../../gong.app.mjs";
import LANGS from "../../common/languages.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "gong-add-new-call",
  name: "Add New Call",
  description: "Add a new call. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls)",
  type: "action",
  version: "0.0.2",
  props: {
    app,
    clientUniqueId: {
      type: "string",
      label: "Client Unique ID",
      description: "A call's unique identifier in the PBX or the recording system. Gong uses this identifier to prevent repeated attempts to upload the same recording.",
    },
    actualStart: {
      type: "string",
      label: "Actual Start",
      description: "The actual date and time when the call started in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC).",
    },
    direction: {
      type: "string",
      label: "Direction",
      description: "Whether the call is inbound (someone called the company), outbound (a rep dialed someone outside the company), or a conference call.",
      options: constants.DIRECTIONS,
    },
    primaryUser: {
      label: "Primary User",
      description: "The Gong internal user ID of the team member who hosted the call.",
      propDefinition: [
        app,
        "userId",
      ],
    },
    parties: {
      type: "string[]",
      label: "Parties",
      description: "A list of the call's participants. A party must be provided for the **Primary User**. Each party can have a JSON stucture like this example: `{ \"phoneNumber\": \"123123\", \"emailAddress\": \"email@example.com\", \"name\": \"Name\", \"mediaChannelId\": \"1\" }`",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the call. This title is available in the Gong system for indexing and search.",
      optional: true,
    },
    purpose: {
      type: "string",
      label: "Purpose",
      description: "The purpose of the call. This optional field is a free text of up to 255 characters.",
      optional: true,
    },
    scheduledStart: {
      type: "string",
      label: "Scheduled Start",
      description: "The date and time the call was scheduled to begin in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);",
      optional: true,
    },
    scheduledEnd: {
      type: "string",
      label: "Scheduled End",
      description: "The date and time the call was scheduled to end in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);",
      optional: true,
    },
    duration: {
      type: "integer",
      label: "Duration",
      description: "The actual call duration in seconds.",
      optional: true,
    },
    disposition: {
      type: "string",
      label: "Disposition",
      description: "The disposition of the call. The disposition is free text of up to 255 characters.",
      optional: true,
    },
    meetingUrl: {
      type: "string",
      label: "Meeting URL",
      description: "The URL of the conference call by which users join the meeting",
      optional: true,
    },
    callProviderCode: {
      type: "string",
      label: "Call Provider Code",
      description: "The code identifies the provider conferencing or telephony system. For example: `zoom`, `clearslide`, `gotomeeting`, `ringcentral`, `outreach`, `insidesales`, etc. These values are predefined by Gong, please contact help@gong.io to find the proper value for your system.",
      optional: true,
      options: constants.CALL_PROVIDER_CODES,
    },
    downloadMediaUrl: {
      type: "string",
      label: "Download Media URL",
      description: "The URL from which Gong can download the media file. The URL must be unique, the audio or video file must be a maximum of 1.5GB. If you provide this URL, you should not perform the **Add call media** step.",
      optional: true,
    },
    workspaceId: {
      description: "Optional workspace identifier. If specified, the call will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied.",
      optional: true,
      propDefinition: [
        app,
        "workspaceId",
      ],
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "The language code the call should be transcribed to. This field is optional as Gong automatically detects the language spoken in the call and transcribes it accordingly. Set this field only if you are sure of the language the call is in.",
      optional: true,
      options: LANGS,
    },
  },
  methods: {
    addNewCall(args = {}) {
      return this.app.post({
        path: "/calls",
        ...args,
      });
    },
    getParties() {
      const {
        primaryUser,
        parties,
      } = this;

      return utils.parseArray(parties)
        .map((party) => {
          const parsed = utils.parse(party);
          return {
            ...parsed,
            userId: primaryUser,
          };
        });
    },
  },
  run({ $: step }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      getParties,
      addNewCall,
      ...data
    } = this;

    return addNewCall({
      step,
      data: {
        ...data,
        parties: getParties(),
      },
      summary: (response) => `Successfully added call with request ID \`${response.requestId}\``,
    });
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
GongappappThis component uses the Gong app.
Client Unique IDclientUniqueIdstring

A call's unique identifier in the PBX or the recording system. Gong uses this identifier to prevent repeated attempts to upload the same recording.

Actual StartactualStartstring

The actual date and time when the call started in the ISO-8601 format (e.g., 2018-02-18T02:30:00-07:00 or 2018-02-18T08:00:00Z, where Z stands for UTC).

DirectiondirectionstringSelect a value from the drop down menu:InboundOutboundConferenceUnknown
Primary UserprimaryUserstringSelect a value from the drop down menu.
Partiespartiesstring[]

A list of the call's participants. A party must be provided for the Primary User. Each party can have a JSON stucture like this example: { "phoneNumber": "123123", "emailAddress": "email@example.com", "name": "Name", "mediaChannelId": "1" }

Titletitlestring

The title of the call. This title is available in the Gong system for indexing and search.

Purposepurposestring

The purpose of the call. This optional field is a free text of up to 255 characters.

Scheduled StartscheduledStartstring

The date and time the call was scheduled to begin in the ISO-8601 format (e.g., 2018-02-18T02:30:00-07:00 or 2018-02-18T08:00:00Z, where Z stands for UTC);

Scheduled EndscheduledEndstring

The date and time the call was scheduled to end in the ISO-8601 format (e.g., 2018-02-18T02:30:00-07:00 or 2018-02-18T08:00:00Z, where Z stands for UTC);

Durationdurationinteger

The actual call duration in seconds.

Dispositiondispositionstring

The disposition of the call. The disposition is free text of up to 255 characters.

Meeting URLmeetingUrlstring

The URL of the conference call by which users join the meeting

Call Provider CodecallProviderCodestringSelect a value from the drop down menu:zoomclearslidegotomeetingringcentraloutreachinsidesales
Download Media URLdownloadMediaUrlstring

The URL from which Gong can download the media file. The URL must be unique, the audio or video file must be a maximum of 1.5GB. If you provide this URL, you should not perform the Add call media step.

Workspace IDworkspaceIdstringSelect a value from the drop down menu.
Language CodelanguageCodestringSelect a value from the drop down menu:af-ZAam-ETar-AEar-BHar-DZar-EGar-ILar-IQar-JOar-KWar-LBar-MAar-MRar-OMar-PSar-QAar-SAar-TNar-YEaz-AZbg-BGbn-BDbn-INbs-BAca-EScs-CZda-DKde-ATde-CHde-DEel-GRen-ABen-AUen-CAen-GBen-IEen-INen-NZen-PHen-SGen-USen-WLen-ZAes-ARes-BOes-CLes-COes-CRes-DOes-ECes-ESes-GTes-HNes-MXes-NIes-PAes-PEes-PRes-PYes-SVes-USes-UYet-EEeu-ESfa-IRfi-FIfil-PHfr-BEfr-CAfr-CHfr-FRgl-ESgu-INhe-ILhi-INhr-HRhu-HUhy-AMid-IDis-ISit-CHit-ITja-JPjv-IDka-GEkk-KZkm-KHkn-INko-KRlo-LAlt-LTlv-LVmk-MKml-INmn-MNmr-INms-MYmy-MMne-NPnl-BEnl-NLno-NOpa-Guru-INpl-PLpt-BRpt-PTro-ROru-RUsi-LKsk-SKsl-SIsq-ALsr-RSsu-IDsv-SEsw-KEsw-TZta-INta-LKta-MYta-SGte-INth-THtr-TRuk-UAur-INur-PKuz-UZvi-VNyue-Hant-HKzh-CNzh-TWzu-ZA

Action Authentication

Gong uses OAuth authentication. When you connect your Gong account, Pipedream will open a popup window where you can sign into Gong and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Gong API.

Pipedream requests the following authorization scopes when you connect your account:

api:calls:read:basicapi:calls:createapi:users:readapi:crm:integrations:readapi:library:readapi:data-privacy:readapi:users:readapi:meetings:user:createapi:engagement-data:writeapi:workspaces:readapi:calls:read:transcript

About Gong

The Revenue Intelligence Platform

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