Connect Trellus to Gong

Make calls in Trellus, send recordings to Gong, and work your assigned Gong Engage call tasks in a Trellus worklist.

What you need

• A Trellus team admin to set up the connection from their own workspace.
• A Gong Tech Admin to authorize access to the right Gong organization.
• Gong Engage access if you want to use call tasks. Use the same work email in Trellus and Gong to find your assigned call tasks.

Connect Gong

1. Open Settings → Integrations → Gong in Trellus.
2. Choose Connect Gong, sign in to Gong as a Tech Admin, and approve the requested permissions.
3. Return to Trellus and check that the Gong connection says Connected.

Recording uploads

Once connected, eligible recordings upload as part of Trellus call logging. Gong controls recording processing and minimum-duration requirements.

Test the connection

1. Open Call uploads and preview the built-in test recording. You can also use your own HTTPS recording URL and its actual duration. Gong may reject short recordings.
2. Choose Upload test recording. This creates a test call in your connected Gong organization.
3. Use Check test status, then open the call in Gong to check the recording.

Upload acceptance and recording processing are separate. Gong may still be processing a recording after accepting the upload.

Work through Engage call tasks

1. In Trellus, open Settings → Integrations → Gong → Gong Engage, then choose Open call tasks.
2. Select the tasks you want to work on and choose Start session. This saves your selected tasks as a worklist in Trellus.
3. In the Trellus worklist, choose Complete task and confirm when you have finished that task. This marks the task done in Gong; it does not upload a recording.

Tasks for contacts marked as opted out of calls cannot be selected in the Trellus worklist.

Common questions

Where do reps make calls?
In Trellus. Your worklist and task controls are in Trellus, while uploaded recordings are reviewed in Gong.

Will every recording appear in Gong?
Gong controls recording processing and minimum-duration requirements. Uploading a recording does not guarantee it will be processed or available for playback.

What access does Trellus request?
Permission to upload calls, read basic call information, identify Gong users, read call outcomes, and read and complete Engage tasks.

How do I disconnect?
Choose Disconnect in the Gong integration settings in Trellus, or revoke the integration in Gong.

There is no extra Trellus integration fee. Recording and Engage features depend on your Gong account access.