Automatically import calls into NEXT
Once your Gong account is connected, NEXT can automatically import new Gong calls into one of your teamspaces.
When setting up Auto-import, you can define a filter so only calls matching specific criteria are imported. This is useful for bringing in only certain segments, industries, regions, or opportunities.
Using filters
The filter is a single text field that lets you describe which calls to import using Gong and Salesforce call data. You can filter on any field from Gong call metadata or linked Salesforce data (e.g., Account, Opportunity).
Examples of field names you might use:
durationdirectionSalesforce.Account.Segment_RevOps__cSalesforce.Account.IndustrySalesforce.Opportunity.StageNameSalesforce.Opportunity.ARR__c
Basic examples
Only import calls for Enterprise accounts
Salesforce.Account.Segment_RevOps__c:Enterprise
Import calls for Enterprise accounts in AI, Staffing, or NGO industries
Salesforce.Account.Segment_RevOps__c:Enterprise AND (Salesforce.Account.Industry:AI OR Salesforce.Account.Industry:Staffing)
Import calls longer than 15 minutes
duration:>=900
Import calls with ARR over 100k and stage is Evaluation or Pre-Qualification
Salesforce.Opportunity.ARR__c:>100000 AND (Salesforce.Opportunity.StageName:Evaluation OR Salesforce.Opportunity.StageName:"Pre-Qualification")
Tips for writing filters
Field names must match exactly what appears in your Gong/Salesforce data
AND narrows results (both conditions must match)
OR broadens results (either condition can match)
Use parentheses to group conditions:
(condition1 AND condition2) OR condition3
Use
>>=<<=for numbers and datesUse
*as a wildcard:Salesforce.Account.RevOps_Territory_Name__c:EMEA*
For the full search syntax, see the Lucene Query Syntax documentation.