A Calls integration allows you to automatically send call recordings from Gong or Chorus to Catalyst. This integration exposes a "Calls" object within Catalyst.
Once connected, your Catalyst teams can:
- Use the Explore Data page to view all calls for all accounts (Calls object)
- Click into a call record to see details, and easily convert the call's "next steps" and "call summaries" into tasks and notes
- View all calls on an account or contact object-level default view (Calls), or layouts that contain segment modules (Calls object)
- See call records on the activity timeline of an account
- Create calculated fields from the calls object, and leverage for account health or playbook automations
Connect your Gong account
You must be a Gong administrator to connect your company's Gong account with Catalyst.
- In Gong, create an access key and secret key.
- In Catalyst, navigate to Settings > Integrations.
- Click + Add next to the Gong integration.
- Copy and paste the API access key and secret key from Gong into the inputs within Catalyst.
- Click Authenticate.
If the authentication fails to configure, try disconnecting the integration. Repeat the steps to add the integration again, this time with a new set of keys.
Once connected and data is flowing, a new Calls object is available from within Data Explorer.
Connect your Chorus account
You must be a Chorus administrator to connect your company's Chorus account with Catalyst.
- In Chorus, create an API token (Settings > Personal Settings > API Access).
Chorus admins or users with elevated permissions can see "API Access" from the personal settings page. The key enables organization-level control.
- In Catalyst, navigate to Settings > Integrations.
- Click + Add next to the Chorus integration.
- Copy and paste the API token from Chorus into the input within Catalyst.
- Click Authenticate.
Once connected and data is flowing, a new Calls object is available from within Data Explorer.
How a Calls integration works
Once connected, the integration job runs hourly for incoming calls.
Fields
The Calls object in Catalyst includes the following fields:
| Field | Description |
|---|---|
| Title | Title of call record |
| Account | Associated account in Catalyst |
| Started At | Date and time call was started |
| Scheduled At | Date and time call was scheduled |
| Duration | Total call time in Hours:Minutes:Seconds |
| Source | Integration source for the record (e.g., Gong) |
| Recording Link | Link to watch the call, if provided |
| Participants | Names of participants associated with the call, denoted with a colored tag. Yellow = Catalyst contact; purple = Catalyst user; none = unknown |
| Organizer | Name of call owner |
| Next Steps | Next steps provided by the integration source. (No additional analysis or processing is done on the next steps by Catalyst.) Click to convert next steps to a task. |
| Summary | Call summary provided by the integration source. (No additional analysis or processing is done on the summary by Catalyst.) Click to convert the call summary into a note. |