How to install MadKudu in Gong Engage

Pre-requisites

• You must have Salesforce connected to both Gong and HG Insights

• 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 HG Insights

Install HG Insights iframes in Gong and activate the Add to Gong Flow

As a Gong Tech admin and a HG Insights Admin,

1. Log into HG Insights Admin console

2. Navigate to Integrations then click on Gong

3. Click on Connect Gong. This will open an authorization pop-up.
   

4. 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 HG Insights integration

Any Gong Engage and HG Insights user can now

• view HG Insights in any Account and Pipeline in Gong Engage

• add prospects to Gong Flows in a click from HG Insights iframes or playbooks

Note: To unlock HG Insights iFrames at the Person level and in the email composer, each user will also need to download HG Insights Chrome extension.

Activate Autopilot to surface prospects to your reps in the Engage To-Do

As a Gong Tech admin and a HG Insights Admin,

1. Log into HG Insights Copilot

2. 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
   

3. Scroll down to section 4. Automation

4. Enable the Autopilot mode and select the Gong Flow related to this play
   

5. 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 HG Insights Tab under any account

Note: Users who do not have a Gong Engage seat can still use HG Insights Chrome extension layered on top of an account in Gong