Pre-requisites
You must have Salesforce connected to both Gong and MadKudu
At least one user in your company but have a Gong Engage seat to do the installation until sellers get a seat
You must be a Tech admin in Gong
You must be an Admin in MadKudu
Install MadKudu iframes in Gong and activate the Add to Gong Flow
As a Gong Tech admin and a MadKudu Admin,
Log into MadKudu Admin console
Navigate to Integrations then click on Gong
Click on Connect Gong. This will open an authorization pop-up.
Click Allow in the pop up
Check integration
Note: If you log in your Gong account and go to Company Settings > Integrations, you should now see MadKudu integration
Any Gong Engage and MadKudu user can now
view MadKudu in any Account and Pipeline in Gong Engage
add prospects to Gong Flows in a click from MadKudu iframes or playbooks
Note: To unlock MadKudu iFrames at the Person level and in the email composer, each user will also need to download MadKudu Chrome extension.
Activate Autopilot to surface prospects to your reps in the Engage To-Do
As a Gong Tech admin and a MadKudu Admin,
Log into MadKudu Copilot
Identify the plays for which prospects should be sent directly to your reps To Do and click on the gear icon to edit the playbook
Scroll down to section 4. Automation
Enable the Autopilot mode and select the Gong Flow related to this play
Click Update playbook
Checking installation
If you are a Tech Admin and don't have an Engage seat yourself to check the result, here is how to "Log in as {user}"
In Gong, go to Company Settings from the bottom of the left nav bar
Click Team Members
Open a user with an Engage seat then at the top right, click on the 3 dots and "Log in as ...."
in their account, navigate to Engage > Accounts or Engage > Pipeline and you'll see MadKudu Tab under any account
Note: Users who do not have a Gong Engage seat can still use MadKudu Chrome extension layered on top of an account in Gong
FAQ
Can we use the MadKudu x Gong Engage integration if our organization use HubSpot as my CRM?
Unfortunately not today. MadKudu x Gong Engage only supports Salesforce CRM as of today. Please let us know at product@madkudu.com if you're using Gong Engage with HubSpot CRM!
Do I need a Gong Engage subscription to use MadKudu in Gong?
To leverage MadKudu directly embedded in Gong you need Gong Engage seats as MadKudu embeds in Gong Engage's accounts.
I have connected Gong in MadKudu but I don’t see the iframe on the people profile and email composer, why?
To view MadKudu iframes on the email composer and people profile, please download MadKudu Chrome Extension