Salesforce has the data. Every rep just isn't entering it.
Your reps aren't lazy. They're busy. The call ended at 10:28. The next one starts at 10:45. The note that was supposed to go in Salesforce never happened. Gangly fixes the gap — structured notes, stage updates, and MEDDIC fields synced before the next call starts. No typing required.
Acme Corp
Deal · $48k · Demo stage
Northwind
Deal · $22k · Evaluation
Globex Ltd
Contact · VP Sales
Signal detected
New exec hire · 3d
Objection likely
"Already using Gong"
Talk track ready
Discovery · Stage 2
Salesforce as liability. Salesforce as truth.
Without Gangly
manual- Opportunity stage is a guess
- Notes written from memory — sometimes
- MEDDIC fields 40% complete at EOQ
- VP asked who the champion was — no one knew
- Friday catch-up takes 2 hours
With Gangly
auto-synced- Stage tied to call transcript signals
- Notes synced 2 seconds after the call ends
- MEDDIC 90%+ on every opportunity
- Champion field populated from discovery call
- No Friday backlog — ever
Salesforce in. Salesforce out.
Pull context for prep
STEP 01
Pull context for prep
Gangly reads the Salesforce opportunity — stage, contacts, prior activity — and builds the prep brief.
Coach + capture mid-call
STEP 02
Coach + capture mid-call
During the call, Gangly listens. After the call, structured notes draft against the opportunity.
Sync back on approve
STEP 03
Sync back on approve
You review notes + suggested stage + tasks. One click syncs to Salesforce — opportunity, contact, task records all updated.
Context out. Updates back.
A real moment in the workflow — from Salesforce to outcome.
Salesforce timeline
2.1s sync09:55
pull
Gangly pulls Acme opportunity + Marcus contact + last 3 activities.
10:00
call starts
Brief opens with full Salesforce context. Live coach standing by.
10:28
call ends
Notes draft, MEDDIC fields, 2 next-step tasks — all pre-filled.
10:30
synced
You approve. Salesforce updated in 2.1s. Stage moved. Tasks attached.
Three lanes. Zero surprises.
Reads
5 fields- Opportunity records
- Contact records
- Account records
- Activity history
- Custom fields (with mapping)
Writes
5 fields- Opportunity stage updates
- Contact field updates
- Activity logs
- Tasks + next steps
- MEDDIC field updates · all with rep approval
Never touches
protected- Auto-creates new opportunities
- Modifies admin settings
- Deletes records
- Reads marketing-only contacts
- Bulk operations without explicit confirmation
Three steps. Three minutes.
Authorization
Salesforce
Allow Gangly to access your CRM
STEP 01
Open Integrations
In Gangly, click Settings → Integrations → Salesforce.
Field mapping
STEP 02
Authorize via OAuth
Sign in to Salesforce. Grant CRM read + write scopes. ~3 minutes including custom field mapping.
Connected
Salesforce is live
First sync: next call
STEP 03
Sync starts
Next call gets Salesforce context for prep. First post-call sync runs that day.
Validate the configured integration in your environment.
Confirm entitlements, scopes, objects, field direction, write authority, duplicate handling, retries, deprovisioning, reconciliation, rollback, retention, and deletion. Examples on this page are workflow illustrations—not measured customer outcomes.
Pairs with the rest of your stack.
Built on top of Salesforce.
FAQ
Salesforce-specific answers. No fluff.
Is the sync bi-directional?
Yes. Gangly pulls context for call prep and writes post-call notes, tasks, and stage updates back to Salesforce — always with rep approval before anything syncs.
Do I need admin access?
No. A rep can connect their own Salesforce account via OAuth in about 3 minutes. Admin is only needed if your Salesforce instance restricts third-party apps.
What about custom Salesforce properties?
Custom properties need manual mapping during setup (5 minutes). Standard opportunity, contact, and account fields are mapped automatically.
Which contacts get included in call prep?
Only contacts associated with the opportunity are included by default. You can expand this on a per-account basis in Settings → Contact rules.
What's the security posture?
OAuth 2.0 (no API keys), AES-256 encryption at rest, TLS 1.3 in transit, SOC 2 Type II in progress, GDPR-ready with DPA available. Gangly never auto-sends from your domain — every outbound action requires rep approval.
Can I disconnect at any time?
Yes. Disconnect from Settings → Integrations. Gangly stops reading or writing data immediately. Existing notes stay in Salesforce.
Every Salesforce field your team isn't filling is a deal you can't forecast.
Gangly syncs the record the moment the call ends. Live in 3 minutes.
14-day trial · No credit card · OAuth-secured