Update Dynamics 365 deals automatically after every Gong call

When a new call is recorded in Gong, I want an agent to update the matching deal in Microsoft Dynamics 365 so my reps stop doing manual CRM data entry after every conversation. Use the Gong poll trigger for new calls so this runs once per recorded call.

Start by pulling the conversation with Gong Get Call Transcripts for the call that fired the trigger. Hold on to the call metadata as well, especially the participant list and their email addresses, the call title, and the call date, because the deal match depends on it.

Find the matching deal in Dynamics 365 using Query Records. Search across the opportunity and contact tables with an OData filter, matching first on the external participants' email addresses, then on their email domain, then on the account name taken from the call title or the participants' company. Prefer open opportunities linked to the account that owns the matched contact. Treat this as the highest risk step in the whole workflow and never guess: you must end up with exactly one opportunity you are confident this call was about.

Read the transcript and extract the next steps along with who owns each one, the decision criteria the buyer stated, every stakeholder named on the call and their role, any budget signal, any timing or go live signal, and any competitor mentioned by name. Only record things the transcript actually supports. Leave a field alone rather than inventing a value for it.

Write the findings back to the matched opportunity with Update Record, sending only the columns that changed. Refresh the next step, the estimated close date, and the description. Be conservative with the sales stage: only move it when the transcript clearly justifies the move, for example the buyer explicitly agreeing to a proposal, a contract review, or a signature step. If the transcript is ambiguous about stage, leave the stage exactly as it is and say so in the recap.

Log the call itself with Create Record, writing a task or annotation row linked to the matched opportunity. Give it a short summary of the conversation and the list of extracted commitments, so the call is visible on the record's timeline rather than only inside Gong.

Finish with Slack Send a Message to the deal channel. The recap should name the opportunity that was updated, list each field that changed with its before and after value, note what was logged, and call out what was deliberately left alone and why, for example that the sales stage was not moved because the transcript did not clearly justify it.

If you cannot find a single confident match, change nothing in Dynamics 365. Do not create records, do not update anything, and do not fall back to the closest guess. Instead post to Slack asking a human to link the call, including the call title and date, the external participants and their email addresses, and any near miss candidates you considered, so a person can resolve it quickly.