Reachdesk

The future is hyper-personalized gifting

About Reachdesk

Reachdesk’s integration with Gong enables Sales, Marketing, Customer Success, and Partner teams to send gifts directly from the Gong Email Composer and track gifting activity from Reachdesk on Gong Activity Timelines.

Benefits

Send gifts directly from the Gong Email Composer

without needing to download the Reachdesk chrome extension, or going to the Reachdesk website

Track the status of your gifting activity within Gong

and easily follow up on important gifting milestones, such as when an eGift is clicked, or claimed, or a physical gift has been delivered

Make Gong the one place to view all customer interactions - including gifting activity from Reachdesk

How to Connect

To install Reachdesk in Gong, you must be a Gong technical administrator, and you must have an account at Reachdesk.

You can go to this link: https://app.reachdesk.com/oauth2/gong_app to install the Reachdesk app, or follow the next instructions on how to install this from Gong.

  1. Go to Gong and click on "Company settings" at the bottom left of the menu.
  2. Go to "Integrations" under the Ecosystem section.
  3. Click "Add Integration" and you will be redirected to the Gong integrations page where you can search for the Reachdesk app.
  4. Click "Connect" and if you are not logged into your Reachdesk account, it will ask you to login.
  5. After connecting with Reachdesk, you will see the following screen to ask your permission to install the Reachdesk app. Since we are syncing activities, we need permissions to "Create a new Digital Interaction" in Gong. Click "Allow" to proceed with the installation.
  6. You will see a success screen saying "Your Reachdesk account is now integration with Gong!" if the integration is successful.

FAQ

Do I need Gong Engage to use Reachdesk in Gong?

To view gifting activity against a Gong account or person, you do not need Gong engage. You can simply search for the person or account in the search bar or Deals page, and view the activity against that person or account. To send a gift from Reachdesk by sending an email from a Gong contact, you need to have Gong Engage.

Do I need to have a Reachdesk account to integrate Reachdesk with Gong?

A technical administrator user in Gong who has permissions to install integrations will need to login to their Reachdesk account to connect Reachdesk with Gong. Once the Reachdesk app is installed, any user in Gong will be able to use the Reachdesk app, as long as they use their Reachdesk login when sending a gift.

How do I sync gifting activity from Reachdesk to Gong?

This will happen automatically once the Reachdesk app is integrated with Gong. If there is a gift sent to a contact in Gong that matches the email used in Reachdesk, we will sync the gift activity to that Gong person. If the email domain matches the domain for a Gong account, we will sync the gift activity to that Gong account.

Gift activity will only be synced for gifts that have a status updated to one of the statuses below after Reachdesk is integrated with Gong; we will not sync gift activities for gifts that have already been claimed prior to the integration.

What gift statuses do you sync from Reachdesk to Gong? We will create an activity in Gong every time the gift status is one of the following:
  • Sent
  • Opened
  • Clicked
  • Claimed
  • Address confirmed
  • Delivered

How can I send a Reachdesk gift from Gong?

To send a Reachdesk gift from Gong, you need to have access to Gong engage. The only method we support from Gong is generating a gift link that can be sent in a Gong email.

  1. Go to Engage > People and look for the person you want to send an email to.
  2. Click on the “Write email” button to show the email editor.
  3. Click on Integrations and select “Reachdesk”
  4. Login to your Reachdesk account
  5. Follow the steps to generate a gift link
  6. Send your email with the gift link to your Gong contact

Once the link is generated, you can also share the link in other platforms.

Reachdesk screenshots

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