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How to Integrate Luxa with Gong

Integrating Luxa with Gong allows you to extract valuable product insights from your sales calls by analyzing transcripts and connecting them with customer data from your CRM. This guide provides step-by-step instructions on how to set up the integration, ensuring a smooth and efficient process.

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Prerequisites

Before starting the integration process, please ensure that:

  • You have an active Luxa and Gong account.
  • You are a Technical Admin in Gong or have the necessary permissions to authorize integrations.
  • Your CRM (like Hubspot or Salesforce) is already connected to Luxa.

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Step 1: Access Integration Settings in Luxa

  1. Log in to your Luxa account.
  2. Navigate to the Settings menu.
  3. Click on Integrations to access the integrations page.

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Step 2: Connect to Gong

  1. In the Integrations page, find the Gong integration option.
  2. Click on the Connect button next to Gong. This action will redirect you to Gong’s login page.

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Step 3: Grant Permissions in Gong

  1. Log in to your Gong account with your credentials. Ensure you’re using an account with Technical Admin privileges or the necessary permissions to authorize integrations.
  2. After logging in, Gong will request permission for Luxa to access your data. Review the permissions carefully to understand what data Luxa will access.
  3. Click on Accept or Grant Permission to proceed. This step will authorize Luxa to access call transcripts and other relevant data from Gong.

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Step 4: Finalize the Integration

  1. Once permissions are granted, you will be redirected back to Luxa.
  2. Luxa will then automatically start the process of integrating with Gong. This process may take some time depending on the amount of data to process.
  3. Once the integration is complete, Luxa will begin extracting insights from Gong’s call transcripts and linking them with customer data from your CRM.

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Step 5: Verify Integration

  1. To ensure the integration is functioning correctly, navigate to the insights or dashboard section within Luxa.
  2. Check if new insights from recent Gong calls are appearing. This confirms that the integration is successful and data is being processed.

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Troubleshooting

If you encounter any issues during the integration process, please consider the following:

  • Ensure you have the correct permissions in Gong.
  • Check if your CRM is properly connected to Luxa.
  • If the problem persists, contact Luxa’s support team for assistance.
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