Gong captures the behavioral truth of customer conversations; Planhat provides the execution layer to act on those signals. By syncing call recordings and AI-generated summaries into your customer workspace, teams transform raw meeting data into actionable context that drives follow-through and protects recurring revenue.

Unlock the power of Gong with planhat

Improve net revenue retention

Defend recurring revenue by identifying churn signals hidden in unstructured call data. Planhat ingestions of Gong transcripts allow commercial teams to execute earlier intervention the moment sentiment shifts or specific risks are detected across the portfolio.

Shorten time to value

Accelerate onboarding milestones by providing implementation teams with immediate access to pre-sale discovery calls. Automatically retrieving Gong AI summaries ensures success teams bypass manual discovery handovers and start implementation with verified account objectives.

Increase process governance

Standardize how the organization records meeting outcomes by routing call metadata through a single operating model. Syncing participants and call duration as Conversations ensures every account follow-through is grounded in objective behavioral evidence rather than anecdotal notes.

Improve commercial predictability

Refine revenue forecasts by blending qualitative conversation intelligence with quantitative usage data. Centralizing Gong recordings alongside Planhat contracts provides leadership with a reliable view of accounts where unresolved issues or high-touch call patterns threaten upcoming commercial milestones.

Seamlessly integrate Planhat & Gong

Seamlessly integrate Planhat & Gong

Seamlessly integrate Planhat & Gong

how it works

Flow & configuration

01

01 - CONNECTED

Partner-led authentication

The integration is not self-serve and must be activated on-demand by a Planhat Technical Account Manager (TAM). Authorized users must be able to create webhooks and API keys within Gong to establish the data bridge.

02

01 - CONNECTED

Define identity matching rules

Planhat matches incoming Gong calls to customer records using a hierarchical matching model. The system first checks if the CRM ID in Gong matches a Company Source ID in Planhat ; if no match is found, it falls back to matching the email domains of external call participants.

03

01 - CONNECTED

Webhook-driven record creation

The integration functions as a one-way inbound sync from Gong into Planhat via near-instant webhooks. When a call completes in Gong, metadata—including call title, duration, internal users, and matched external participants—is pushed to Planhat and saved as a new Conversation of type "Gong Call".

04

01 - CONNECTED

AI summary and action item retrieval

Following the initial metadata push, Planhat executes a second request to retrieve the Gong AI summary and specific action items. These elements are automatically populated within the Planhat Conversation description, making the reasoning from the call available for immediate follow-through without manual data entry.

05

01 - CONNECTED

Conversation management and reporting

Once call data is ingested, users can open the direct Gong URL from the Planhat record to review recordings or transcripts. These synced records update account touch metrics and are available for time-series volume analysis, ensuring call intelligence is fully operationalized within the customer system of record.

FAQ

FAQ

How does the Planhat–Gong integration get set up, and what's involved?

What data does Planhat capture from Gong, and how does it contribute to the Customer Timeline?

How does the Gong integration help teams act on conversation insights instead of just reviewing call recordings?

How does Planhat ensure Gong conversation data remains secure and private?

How does Planhat turn Gong conversation data into revenue intelligence?