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Octave <> Gong Integration

SETUP GUIDE

01

Go to Settings

In Gong, click the gear icon in the bottom-left corner to open the Admin center.

02

Click on Automation rules

Under the Ecosystem section, click Automation rules.

Gong Admin center — Settings — Automation rules
03

Add rule

Click the + Add rule button to create a new automation rule.

Automation Rules page — Add rule button
04

Select trigger criteria

Choose "If a call meets the following criteria" and set it to match all calls.

05

Paste webhook URL from Octave

Paste in the webhook URL provided by Octave. Make sure "URL includes key" is selected.

New rule — trigger criteria, webhook URL, and URL includes key
06

Enable the rule

Flip the toggle to Enabled to activate the automation rule.

Make sure the rule toggle is set to enabled before leaving the page.

Rule status — Enabled toggle