--- title: "Connect Campaign Refinery and Gong - APIANT.ai" description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Add a \"Custom Action\" Event Into Gong's Activity Timeline\" in Gong." canonical: "https://apiant.ai/connect/campaign-refinery-to-gong" --- # Connect Campaign Refinery and Gong When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Add a "Custom Action" Event Into Gong's Activity Timeline** in [Gong](https://apiant.ai/connections/gong), or **New User** in Gong to **Create Custom Attribute** in Campaign Refinery. Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Refinery **5** triggers Campaign Refinery **13** actions Gong **1** trigger Gong **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Campaign Refinery and Gong to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Campaign Refinery and Gong can do together ### From Campaign Refinery to Gong - When **New Custom Attribute** in Campaign Refinery then **Add a "Custom Action" Event Into Gong's Activity Timeline** in Gong - When **New Custom Attribute Group** in Campaign Refinery then **Add a "Content Shared" Event Into Gong's Activity Timeline** in Gong ### From Gong to Campaign Refinery - When **New User** in Gong then **Create Custom Attribute** in Campaign Refinery - When **New User** in Gong then **Create Custom Attribute Group** in Campaign Refinery Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Campaign Refinery and Gong ## Triggers and actions 6 triggers · 44 actions - Trigger **New Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. - Trigger **New User** Triggers when a new user is added to your Gong company. - Action **Add a "Content Shared" Event Into Gong's Activity Timeline** Adds a "Content Shared" event to Gong's activity timeline, recording that a Gong user shared a piece of content (such as a contract or proposal) with external recipients. - Action **Add a "Content Viewed" Event Into Gong's Activity Timeline** Records that an external participant viewed a piece of content (for example a contract or presentation) as an event on Gong's activity timeline. - Action **Add a "Custom Action" Event Into Gong's Activity Timeline** Adds a custom action event, such as a contract signed by a prospect, to Gong's activity timeline. - Action **Add Call** Creates a new call record in Gong, optionally with a link Gong downloads the recording from. - Action **Add Call Media** Uploads a recording file to a call previously created in Gong with Add Call. - Action **Add Digital Interaction** Posts a digital interaction (such as a page view or link click) by a person into Gong's activity timeline. - Action **Ask About Entity** Asks Gong AI a natural-language question about a CRM account, deal, contact or lead and returns the answer, generated from that entity's calls and emails. Consumes Gong credits. - Action **Assign Prospects to Flow** Assigns up to 100 CRM contacts or leads to a Gong Engage flow, owned by the Gong user you name. - Action **Create Meeting** Creates a new Gong meeting for an organizer and invitees, returning the meeting id and join link. - Action **Delete Meeting** Deletes a meeting that was created in Gong. - Action **Find Calls** Finds Gong calls by call ids, host users, workspace or date range and returns their detailed data, such as participants, topics, trackers and highlights. - Action **Find Flow by Name** Finds Gong Engage flows whose name contains the text you give, among the flows visible to a chosen Gong user. Returns up to 50 matches, best matches first. - Action **Find Users** Finds Gong users by their user ids and/or creation date range, returning each user's profile and settings. - Action **Generate Entity Brief** Generates an AI brief, configured in Gong's Agent Studio, for a CRM account, deal, contact or lead from its associated calls and emails. Consumes Gong credits. - Action **Get Call** Returns the details of a single Gong call, such as its title, host, start time, duration and direction. - Action **Get Call Transcripts** Returns the transcripts of Gong calls, either for specific calls or for all calls in a date range, with each speaker's sentences and timings. - Action **Get CRM Objects** Returns uploaded CRM objects (accounts, contacts, deals or leads) from a Gong Generic CRM integration by their CRM ids. - Action **Get User** Returns a Gong user's profile, including name, email, title, manager, active status and recording settings. - Action **List Calls** Returns the calls recorded in Gong that started within a date range, optionally limited to one workspace. - Action **List Calls in Library Folder** Returns the calls saved in a Gong library folder, with each call's title, note, snippet and link. - Action **List Flows** Returns the Gong Engage flows available to a user: company flows plus their personal and shared flows. - Action **List Library Folders** Returns the public Gong call library folders, optionally limited to one workspace. - Action **List Prospect Flows** Returns the Gong Engage flows assigned to the given prospects (by CRM prospect ID) or to the given flow instances. - Action **List Tasks** Returns the Engage tasks assigned to a Gong user, filtered by task type, action and status. - Action **List Users** Returns all of the company's users in Gong, with their contact details, manager and settings. - Action **List Workspaces** Returns all of the company's Gong workspaces, with each workspace's id, name and description. - Action **Unassign Flows by CRM Prospect ID** Removes a prospect (contact or lead) from the Gong Engage flows they are assigned to — all of them, or just one flow if you choose it. Returns the flow instances the prospect was removed from. - Action **Unassign Flows by Flow Instance ID** Removes prospects from Gong Engage flows by flow instance id and returns the instances that were successfully unassigned. - Action **Update Meeting** Updates an existing Gong meeting's time, title, invitees and conferencing provider. - Action **Update Task** Updates the status, due date or priority of an existing Gong Engage task. - Action **Upload CRM Objects** Uploads a batch of CRM accounts, contacts, deals, leads, business users or stages into Gong for a registered CRM integration. Processing happens asynchronously after upload. ## Each app on its own - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) - [ **Gong** Gong has helped thousands of sales pros have better sales conversations every day.](https://apiant.ai/connections/gong) Reviews ## What our customers say ## More from Campaign Refinery - [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce) - [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack) - [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator) - [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp) - [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot) - [ **Campaign Refinery to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-refinery-to-google-sheets) ## More into Gong - [ **Gmail to Gong** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gong) - [ **ActiveCampaign to Gong** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gong) - [ **Airtable to Gong** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gong) - [ **Asana to Gong** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-gong) - [ **ClickUp to Gong** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-gong) - [ **Discord to Gong** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-gong) Questions ## Campaign Refinery and Gong, answered ### ### What can start an automation from Campaign Refinery? Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gong when something happens in Campaign Refinery? Any of Gong's 31 actions, including Create Meeting, Update Meeting, Update Task and Upload CRM Objects. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gong to Campaign Refinery? Yes. When something happens in Gong, your agent can act in Campaign Refinery too. This page covers both directions: Gong's triggers and Campaign Refinery's actions are listed here as well. ### ### Do I have to build a connector for Campaign Refinery or Gong? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Campaign Refinery and Gong without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.