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How to Switch From Gong Without Losing Your Call History

A RevOps playbook for leaving Gong: export recordings and transcripts, re-point Salesforce and HubSpot sync, keep coaching history, plan the cutover.

AT
AmpUp Team
13 min read

TL;DR

  • Treat recordings, transcripts, scorecards, deal tags, and CRM activity as five separate migration workstreams. Preserve coaching analytics as a related archive for pre-switch and post-switch comparisons.
  • Export recordings and transcript text before cancellation. Structured scorecards, custom trackers, and deal associations often require separate static archives.
  • Audit Salesforce or HubSpot field mappings before cutover. Parallel integrations can create duplicate activities or leave gaps when both tools write to the same records.
  • Run both tools in parallel for several weeks, set one cutover date, and give reps time to learn the replacement.
  • AmpUp serves as the coaching and execution layer after the switch. It does not replace your recorder or provide a one-click Gong migration.

What “Gong call history” actually includes

Treat Gong call history as five separate data types. Each type follows a different path during migration, so confirming access to one does not protect the others.

  1. Raw recordings. Audio and video files preserve the original conversation. Their portability depends on your Gong permissions, available export methods, file formats, and the metadata attached to each file.

  2. Transcripts. Transcript records contain call text, speaker labels, and timestamps. A basic export may preserve the words while dropping speaker mapping, call links, topics, or other context that made the transcript searchable in Gong.

  3. Call scorecards. Scorecards contain manager or automated evaluations, rubric criteria, comments, and historical scores. A recording export does not usually carry this structured coaching context into another tool.

  4. Deal-level tags and trackers. Gong uses tags, trackers, and custom terms to classify calls and connect conversation signals with deals. New tools often use different taxonomies, so these classifications may need mapping or static archiving rather than direct import.

  5. CRM activity sync. Gong may write meetings, call details, links, and other activity into Salesforce or HubSpot. Those CRM records can remain after cutover, but links, ownership rules, field mappings, and future logging may stop working when Gong loses access.

Use these five data types as the core migration checklist, then archive coaching analytics separately for historical comparisons. Inventory each one, assign an owner, choose an archival or transfer method, and validate the result before cancelling Gong.

Exporting recordings and transcripts from Gong

Export recordings and transcripts as separate files, and create a manifest that connects them. For each call, record the Gong call ID, title, date, participants, owner, CRM opportunity ID, and exported filenames. The manifest lets the new tool or an internal script match a media file with its transcript and CRM record.

Before planning the export, ask your Gong administrator to test which media, transcripts, and metadata your account can download through the interface. Confirm whether search or CSV exports contain files or only call metadata. Do not assume that Gong will produce one ready-to-import package containing every recording, transcript, and relationship.

For bulk extraction, have your Gong administrator confirm which call metadata, transcripts, scorecards, tracker results, and media endpoints your account can access. Gong’s API documentation says the API can retrieve analyzed call data including transcripts, trackers, public comments, and scorecards. Gong’s filtered call-data CSV export can also include CRM, tracker, topic, participant, and conversation data, but it does not create one ready-to-import archive containing every media file and structured relationship. Test formats and limits before extraction because plan, seat, retention, permission, and API constraints can affect coverage.

Ask a Gong administrator to confirm API access and create a dedicated integration user before extraction begins. That user needs access to every relevant workspace, team, and call. A restricted user may omit calls outside that user’s visibility, so compare the export with known call totals before accepting it.

Run a small test before exporting the full archive. Select calls with multiple speakers, video, long durations, and linked CRM opportunities. Confirm that the destination accepts Gong’s media formats and transcript structure. If it does not, convert copies while preserving the original files.

Exported files may omit the context needed to use them after migration. A folder of MP4 files and JSON transcripts lacks Gong’s scorecards, trackers, comments, and deal relationships unless you preserve those references separately. Reconcile call counts by month, owner, and source before ending Gong access.

What gets lost in translation: scorecards, trackers, and deal tags

Raw transcripts preserve the words spoken, but they do not preserve Gong’s interpretation of those words. A new tool may ingest transcript text and recording files, but it will not reconstruct Gong’s scoring rules, tracker definitions, or conversation relationships unless the destination supports those fields and you map them during import.

Scorecards depend on Gong-specific rubrics, question weights, and reviewer inputs. Gong supports scorecard exports rather than trapping every result inside the application. Its team-stats export can include scorecard questions and answers, average scores, scored-call counts, coaching activity, and detailed CSV exports for individual scorecards. Another platform may still calculate similar categories differently or lack a compatible import schema. Preserve the Gong export as a static record with call identifiers, rubric versions, responses, comments, and final scores.

Custom trackers present a mapping problem, not an absolute export barrier. Gong can include tracker counts in call-data and team-stat CSV exports, and its API can retrieve tracker data. Export tracker results and definitions together, then document which new tracker corresponds to each old one. Treat historical tracker data as a fixed baseline because a replacement tool may use different detection logic and produce different results when it reprocesses the same transcripts.

Deal tags and associations can also break when Gong call IDs do not map cleanly to CRM opportunity IDs. Export a lookup table connecting each call to its account, contact, and opportunity before cutover. After migration, rebuild the associations needed for active deals. Keep closed-deal associations in the archive unless the new platform supports a verified import.

Snapshot the structured data before canceling Gong access. Rebuild scorecards and trackers for future calls, but do not expect historical metadata to become live, editable records in the new tool.

Re-pointing CRM activity sync in Salesforce and HubSpot

Re-point the CRM integration only after you document what Gong writes today. In Salesforce and HubSpot, inspect the activity type, owner, timestamp, meeting identifier, contact or opportunity association, recording link, and any Gong-managed fields. Record each mapping and identify which workflows, reports, or automations depend on it.

A parallel run can create duplicate activities when Gong and the new tool both log the same meeting. The tools may also overwrite recording links or update shared fields in different formats. Missing activities appear when you disable Gong before the replacement receives the required permissions, field access, and association rules.

Give sync-rule changes a dedicated migration window. During that window, identify the CRM automations that react to call records and pause only those that the cutover could trigger incorrectly. Assign an owner and rollback plan before changing production automation. Where the integrations allow it, prevent one tool from writing while you connect the replacement with the approved field map. Configure one system as the activity writer for each meeting rather than asking both systems to log everything.

Test the replacement with controlled records before changing production rules. In Salesforce, place test calls linked to a lead and an opportunity, then confirm that activities appear under the correct owner and record. In HubSpot, repeat the test with a contact and associated deal. Check whether workflows fire once, whether meeting timestamps use the expected time zone, and whether recording links resolve.

Preserve historical Gong activities rather than rewriting them through the new integration. Existing CRM records preserve a historical reference, but confirm whether Gong-hosted links will remain available after your contract ends. Keep exported recordings and transcripts in durable storage, and add their archive locations to your migration documentation.

After cutover, monitor activity counts by source for several business days. A sudden drop can indicate failed permissions or associations, while a sudden increase can indicate that both integrations are writing the same event. Compare the affected records with integration logs before changing the configuration. Resolve either issue before leadership reports or rep workflows begin consuming the affected records.

Preserving coaching history and analytics for trend continuity

Sales leaders need a fixed pre-cutover baseline because the replacement platform may define or score the same behavior differently. Before Gong access ends, export available scorecard results, coaching activity, manager notes, and trend reports. Include identifiers such as rep, manager, date, call ID, and opportunity ID. Preserve each rubric version and scoring scale so future analysts can interpret the numbers correctly.

Store the archive outside Gong and the replacement conversation platform. A data warehouse or BI tool works well for analysis, while access-controlled CSV files or spreadsheets can support smaller teams. Keep the level of detail required for approved historical analysis rather than saving only quarterly averages. Apply the same retention and access rules used for other employee performance data.

Create a continuity table that maps each Gong metric to its replacement metric. Label each measure as directly comparable, adjusted, or discontinued. During the parallel run, compare both tools across the same reps and call types to identify scoring differences. Leadership should not combine old and new scores into one trendline unless the definitions and scales match.

The coaching archive serves a different purpose from CRM synchronization. CRM sync keeps current activities and deal records moving between systems. The archive preserves historical coaching evidence for later analysis. Assign one owner to validate the export before cancellation and document the cutover date, missing fields, and any metric changes.

A realistic migration timeline: parallel run, cutover, retraining

Use four to six weeks as a planning window for the migration sequence below, not as a guaranteed completion time. Call volume, export size, contract terms, and CRM complexity can extend the schedule. Set the cutover date only after the sample export and destination test succeed.

Week 1

Inventory Gong data and create the first archive. Export recordings and transcripts, preserve coaching reports as static records, and document CRM field mappings. Test a sample across several reps and meeting types to confirm that transcripts remain readable and deal associations can be reconstructed.

Weeks 2 and 3

Run Gong and the new recorder in parallel for two weeks. Keep Gong as the only tool writing production CRM activities while the replacement writes to a sandbox or keeps activity sync disabled. Compare captured meetings, transcript quality, ownership, and deal matching before changing the production sync.

Cutover day

Schedule a defined migration window when RevOps can control both integrations. Complete the final incremental export, disable Gong recording and CRM writes, and then enable those functions in the new tool. Check newly logged activities within the first hour and again the next business day for missing records or duplicates.

If your contract permits read-only access, keep Gong available during the first one or two weeks of retraining. Managers may need historical recordings or scorecards while RevOps resolves edge cases. End access only after the archive, CRM sync, and replacement workflows pass their documented acceptance checks.

Following two weeks

Reserve two weeks for retraining and monitoring. Reps need practice with the approved recording-consent process, call lookup, and the new note workflow. Managers should calibrate replacement coaching criteria against the archived Gong baseline, while RevOps audits CRM activity daily during the first week and twice during the second.

What to tell reps so adoption doesn’t stall

Reps need a precise account of what will remain accessible after Gong shuts down. Tell them which recordings and transcripts will appear in the new tool, which will live in a separate archive, and which Gong links will stop working. A past call can remain part of historical reporting even when the new tool cannot search or replay it. Avoid saying that everything will carry over unless you have tested each data type.

Coaching notes require the same clarity. Explain whether managers will import written notes, preserve them as static records, or leave them in an archive. Gong scorecards and custom trackers may not become editable records in the new tool. If leadership will compare old and new scores through a spreadsheet or BI report, tell reps how that comparison works and whether scoring definitions changed.

Reps also need one approved workflow for new calls. Name where recordings will appear, where reps should review coaching, and which tool will update Salesforce or HubSpot. Do not ask reps to log the same activity in both systems during the overlap. Double entry encourages workarounds and makes duplicate CRM records more likely.

Give reps a named contact for missing calls, broken permissions, and incorrect account associations. Ask them to report problems with the call date, account, and meeting link. A quick, visible response builds more trust than broad assurances that the migration worked.

Where AmpUp fits after the switch

AmpUp does not replace Gong’s call recording and conversation analysis, and it does not provide a one-click Gong migration. After you choose a lighter recorder or CRM-native notetaker, AmpUp can use supported call and CRM data for coaching and sales execution. AmpUp applies the available interaction and deal context through Sales Brain and Atlas. Skill Lab uses that context to support practice scenarios, subject to the data imported through supported connections.

AmpUp onboarding connects your CRM and available call source, then identifies which historical transcripts, recordings, and deal records can support coaching. Import coverage depends on the source format, permissions, and supported connections. Before canceling Gong, give AmpUp a representative data sample and confirm which fields and historical periods can be ingested.

Imported history provides context, but it does not recreate Gong scorecards, custom trackers, or every deal association. Keep your exported Gong archive and coaching snapshots in a durable system of record. AmpUp can use supported historical data as coaching context while the replacement recorder supplies new interactions. Confirm the usable fields and date range during onboarding rather than assuming the full Gong archive will be available in AmpUp.

Once you change recorders, AmpUp can remain the coaching layer as long as the new call and CRM connections supply the required data. Reps keep a consistent preparation and practice experience even when the capture tool changes. If you still need to choose a recorder, AmpUp’s Gong alternatives guide covers that separate decision.

FAQs

Can you export all Gong recordings at once?

Bulk export depends on your Gong plan, administrator permissions, API access, and volume limits. Gong may require API-based extraction rather than one download for the full library. Confirm the method and test file usability before cancellation.

What happens to Gong scorecards after cancellation?

Gong scorecards do not transfer automatically with recording files, but Gong supports scorecard data exports through CSV reports and its API. Export the rubric, questions, answers, comments, scores, and call identifiers before access ends. Keep that archive in a spreadsheet, warehouse, or BI tool because the replacement platform may not recreate the records as live, editable scorecards.

Do Salesforce or HubSpot activities break immediately at cutover?

CRM activities can continue, duplicate, or disappear depending on which integrations remain active. Gong and the new recorder may write competing records during a parallel run. Audit field mappings and disable the old sync at the scheduled cutover.

How long should the parallel run last?

A parallel run keeps Gong and the replacement active while you test recording, transcription, and CRM logging. The sample plan above reserves two weeks for parallel testing, but extend the period until recording coverage, transcription, ownership, deal matching, and CRM logging pass the agreed checks. A defined test period catches missing records before cancellation.

Does AmpUp require a specific recorder?

AmpUp works as a coaching and execution layer rather than a Gong-style recorder replacement. During onboarding, AmpUp identifies which supported call, transcript, CRM, and deal data can be connected to Sales Brain. You can choose a recorder separately while preserving a consistent coaching workflow.

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