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Video Walkthrough

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Overview

The Gong integration lets you import real sales calls directly into Zell — including transcripts, recordings, and scorecards. Once connected, you can use Zell’s AI coaching features on your actual conversations.

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Setup Steps

1

Open Tenant Settings

From anywhere in the app, click your avatar and select Tenant Settings.
2

Find Gong Integration

Navigate to Integrations and locate Gong.
3

Connect to Gong

Click Connect to Gong. You’ll be redirected to Gong’s authorization page.
You’ll need admin rights in your Gong workspace to complete this authorization.
4

Authorize the App

Review the permissions Zell is requesting and click Allow to grant access to your Gong workspace.
5

Import Scorecards (Optional)

After authorization, a pop-up appears where you can import your Gong scorecards into Zell. Select the ones you want and click Import, or skip this for now.
6

Set Up the Webhook

This step is required so Zell can automatically receive your new calls from Gong.
  1. In Zell, copy the Webhook URL shown on the Gong integration page
  2. Go to your Gong account → Settings → Admin Center
  3. Scroll down to Ecosystem and click Automation Rules
  4. Click Add a Rule
  5. Paste the webhook URL you copied from Zell
  6. Give the rule a name (e.g. “Zell”)
  7. Click Save
  8. Enable the rule — by default it’s inactive. Click Enable so it turns on (you’ll see a green check mark)
If you skip this step or forget to enable the rule, Zell won’t receive your new calls automatically.
7

Confirm Setup in Zell

Go back to Zell and confirm that you’ve set up the automation rule. You’ll see Gong listed as Connected.
8

Import Past Calls (Optional)

You can import your last 50 calls right away. Browse the available calls on the integration page and select the ones you’d like to import.

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Set a Default Scorecard

After importing scorecards, set a default scorecard per call type so Zell automatically evaluates incoming calls:
  1. Go to Scorecards in the main navigation
  2. For each call type (e.g. Discovery, Demo, Follow-up), assign a default scorecard
Without a default scorecard assigned, imported calls won’t be automatically evaluated.

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Importing Calls

Once connected, you can import your most recent Gong calls into Zell:
  1. Go to the Gong integration page
  2. Browse your recent calls
  3. Select the calls you want to import
  4. Click Import
Zell will pull in the full transcript, recording, and call metadata automatically.

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Importing Scorecards

You can also import your existing Gong scorecards into Zell to use them for AI-powered evaluation:
  1. Go to the Gong integration page
  2. Click Import Scorecards
  3. Select which scorecards to import
The scorecard questions and criteria will be mapped to Zell’s evaluation format.