Streamline multi-threading and next steps after sales calls

First, copy both templates in Clay: 

• Gong HTTP/API
• Calls and enrichment

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook. 

Step 2:

Prepare “GET Calls” HTTP/API 

To retrieve calls from Gong, open the “GET Calls” column and edit the timeframe for which you want to import. Then paste your Gong API token in the marked spot. Clay will store all calls within the timeframe—directly in the table. No data warehouse needed. 

This table uses the “Basic Authorization” HTTP header. You can also retrieve calls through Oauth using the Bearer token. Learn how to create both here: Gong API, retrieve call data.

Step 3:

Set up “Write to other table”

Next, send call data to your second table (Calls and enrichment) where we’ll pull in all details, enrich contacts, find emails, and draft quick, informed follow ups.

Step 4:

Configure “Transcripts” HTTP/API

To get transcripts for calls in the “Calls and enrichment” table, open the “Transcripts” column and paste your API token in the marked spot. Learn more about Gong’s “transcript” documentation here. 

To get detailed call data from Gong records, open the “Get call details” column and paste your API token in the marked spot.

In order to change what call details you want to retrieve, edit the body (optional). Currently, the main call details include: brief, topics, parties on the call, outline, keywords tracked, highlights, and points of interest.

Learn more about Gong’s “extensive” documentation here. 

Step 5:

Set up HubSpot lookups and add to Gong “Flow

Next, add your HubSpot account so you can “lookup” contacts in your CRM and update or create a deal. This table repeats this step seven 7 times, so add your Hubspot account to each of the seven columns. If you don’t use HubSpot, you can delete these columns and replace them with your CRM.

Last, add your enriched prospects to your Gong “Flow” (their version of an automated outbound sequence) for multi-threaded outreach.