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Automate a call via a Jira ticket

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    You can either automate a Gong call by creating a Jira ticket, or auto attach a call to a Jira ticket.

    1. Use Zapier.

      Note

      Zapier is freemium software, which means you may be able to use it for this Jira process to work without having a paid license.

      Automate_jira_ticket

    2. Confirm your Jira.

      Automate_jira_ticket2

    Enable Gong to push straight to an SFDC case

    • Use the Gong conversation object (recommended) and/or Gong's API.

    • Attach it to the case using process builder, or grab a Gong URL and insert it into a field on the case.

    • When using your existing Jira automation, take into account that the Gong field will be pulled in.

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