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gong-create-and-push-to-flow

An end-to-end workflow across your own systems of record: take a person — a name, a LinkedIn URL, a prospecting result — make sure they exist in the CRM, wait for Gong to mirror them, enroll them into a Gong Engage flow, and optionally prefill the flow’s manual email step with a personalised subject and body per prospect.

  • “Push this person to Gong.” / “Add the prospect to a flow.”
  • “Create a lead and enroll them in the outbound flow.”
  • “Restage these prospects with custom emails.”
  • The sequence that actually works: enrich the contact → create the CRM record → confirm the CRM-to-Gong sync landed → inspect the flow’s steps for a manual email step → assign with per-prospect content overrides.
  • Gong-specific path quirks and the pre-flight checks that stop a flow assignment (or a content override) from failing silently.
  • Live writes are confirmed with the user before anything is created.

get_tenant_settings · crm_write · crm_write_status · crm_read · sales_engagement_read · sales_engagement_write · contact_data_enrichment