Overview
Fluint’s call recording integrations bring conversation intelligence directly into your deal context. When you connect Gong, Salesloft, or Clari Copilot, call data automatically syncs to Fluint, giving Olli (Fluint’s AI) deeper insight into your deal conversations.
Supported Platforms:
Gong – Connect via OAuth
Salesloft – Connect via OAuth
Clari Copilot – Connect via API Key
Key Benefits:
Automatic call sync – Calls import to Fluint without manual uploads
Full transcripts – Complete conversation transcripts with speaker attribution
AI-generated summaries – Automatically generated call summaries
Action items – Extracted next steps from your calls
Deal context – Calls automatically link to deals via CRM IDs
Sync Frequency: Call data syncs every 2 hours.
What Gets Synced
Data Type | Description |
Call Metadata | Duration, participants, timing, direction |
Transcripts | Full transcript with speaker attribution |
AI Summaries | Automatically generated call summaries |
Action Items | Extracted next steps from calls |
Deal Context | CRM IDs when available for auto-matching |
Note: Calls are automatically matched to deals using CRM IDs embedded in call data from your connected call platform.
Prerequisites
Important: Connect Your CRM First
We strongly recommend connecting your CRM (Salesforce or HubSpot) before connecting call integrations.
Why?
Calls contain CRM IDs from your call recording platform
Fluint uses these IDs to automatically match calls to deals
Without a CRM connection, calls won’t auto-link to your deals
If you haven’t connected your CRM yet, see:
Workspace Admin Required
Only workspace administrators can install and manage call integrations. If you don’t have admin access, contact your workspace admin to set up the integration.
Gong Prerequisites
Active Gong account
Admin or user permissions to authorize third-party apps
Data availability:
Calls become available ~1 hour after ending
Transcripts become available ~24 hours after the call ends
Salesloft Prerequisites
Active Salesloft account with call recording enabled
Admin or user permissions to authorize third-party apps
Clari Copilot Prerequisites
Active Clari Copilot account
Admin access to generate API credentials
Two credentials required:
API Key
API Secret
To find your Clari Copilot API credentials:
Log into Clari Copilot as an admin
Go to Workspace Settings → Integrations → Clari Copilot API
Generate or copy your API Key and API Secret
Tip: Store your API credentials securely. You’ll need both the API Key and API Secret to connect.
Step-by-Step: Connecting a Call Integration
The integration wizard guides you through five steps: Connect → Authorize → Backfill → Sync → Complete.
Step 1: Navigate to Integrations
Go to Settings → Integrations in Fluint
Find the call integrations section
Click on your provider: Gong, Salesloft, or Clari Copilot
Step 2: Connect Your Account
The connection process differs based on your provider.
For Gong and Salesloft (OAuth)
Click Connect with [Provider Name]
A new browser tab opens to your provider’s login page
Log in to your account (if not already logged in)
Review the permissions and click Allow or Authorize
The tab closes automatically when authorization completes
Note: Keep the Fluint window open while authorizing. The wizard automatically advances once authorization completes.
For Clari Copilot (API Key)
Enter your API Key in the first field
Enter your API Secret in the second field
Click Connect with API Key
Tip: Double-check that you’re entering the API Key and API Secret in the correct fields. They look similar but are not interchangeable.
Step 3: Configure Backfill Settings
Choose how far back to sync historical calls:
Option | Description |
Last 30 days | Quick setup – recent calls only |
Last 60 days | 2 months of history |
Last 90 days | 3 months of history |
Last 6 months | Recommended – good balance of history and speed |
Last year | Full year of call data |
All time | Complete history (may take longer) |
You can also check “Skip backfill” to only sync new calls going forward.
Note: Larger backfill periods take longer to complete. For most teams, 90 days provides good historical context.
Click Save & Continue after selecting your backfill period.
Step 4: Sync Your Data
The sync process begins automatically:
Fluint imports historical calls based on your backfill settings
Watch real-time progress showing user-by-user sync status:
⏳ Pending – Waiting to start
🔄 In Progress – Currently syncing
✅ Completed – Successfully synced (shows call count)
❌ Failed – Error occurred (shows retry option)
If any user fails, click Retry to attempt that user again
Note: Initial sync time depends on the number of users and your backfill period. The wizard shows progress for each user so you can track exactly where the sync is.
Step 5: Complete
Once syncing completes:
Review the summary showing total calls synced
Your call data will now automatically sync every 2 hours
New calls appear in Fluint as they become available from your provider
Next Steps:
Click Go to Deals to see calls attached to your deals
Click Manage Integration to view settings or make changes
Click Connect Another Integration to add more call platforms
Managing Your Integration
After connecting, you can manage your call integration from Settings → Integrations.
View Connection Status
See when the integration was connected
View the connected account
Check sync status and last sync time
Trigger Manual Sync
Force an immediate sync if needed
Useful after reconnecting or fixing issues
Disconnect Integration
Disconnect the call platform from Fluint
Previously synced call data remains in Fluint
You can reconnect at any time
Disconnecting and Reconnecting
What Happens When You Disconnect
Future calls stop syncing to Fluint
Previously synced call data remains in Fluint
Call links to deals are preserved
You can still view historical calls in your deal context
Reconnecting After Disconnect
If you need to reconnect:
Navigate to Settings → Integrations
Find your call provider and click Connect
Follow the same setup steps as initial connection
Choose a new backfill period to import calls from the disconnect period
Note: Calls that occurred while disconnected will backfill based on your selected period.
Data Retention
Call data is retained in Fluint even after disconnecting the integration
Data can be purged upon request for GDPR compliance
Contact support@fluint.io for data deletion requests
Troubleshooting
Connection Issues
Problem: OAuth authorization was cancelled
Cause: The browser tab was closed before completing authorization, or you clicked “Deny.”
Solution:
Try connecting again
Ensure you click “Allow” or “Authorize” when prompted
Don’t close the browser tab until authorization completes
Problem: Access denied during authorization
Cause: Your account may not have permission to authorize third-party apps.
Solution:
Verify you have admin permissions in your call platform
Contact your call platform administrator if needed
For Gong/Salesloft: Check your role allows third-party app authorization
Problem: Session expired during connection
Cause: The OAuth session timed out.
Solution:
Return to Fluint Settings → Integrations
Click Connect again to start a fresh authorization
Complete the authorization promptly
Problem: Connection timeout
Cause: Network issues or provider API delays.
Solution:
Check your network connection
Wait a few minutes and try again
If the problem persists, the provider may be experiencing issues
Sync Issues
Problem: Calls not appearing in Fluint
Possible causes:
Call hasn’t finished processing on the provider side
Call doesn’t have a CRM ID for deal matching
Call owner is not a Fluint user
Solutions:
For Gong: Wait up to 1 hour for call data, 24 hours for transcripts
For all providers: Verify the call owner exists in Fluint with matching email
Check that your CRM is connected for automatic deal matching
Problem: Partial sync – some users failed
Cause: Rate limiting or temporary API issues.
Solution:
Click Retry on failed users
Wait a few minutes if rate limited
Contact support if failures persist
Problem: Calls not linking to deals
Cause: Missing CRM connection or CRM IDs on calls.
Solution:
Connect your CRM (Salesforce or HubSpot) if not already connected
Ensure your call platform is configured to capture CRM IDs
Calls without CRM IDs won’t auto-link to deals
Clari Copilot Specific Issues
Problem: Invalid API key error
Cause: Incorrect API Key or API Secret entered.
Solution:
Go to Clari Copilot → Workspace Settings → Integrations → Clari Copilot API
Verify your API Key and API Secret
Regenerate credentials if needed
Ensure you’re entering the API Key and API Secret in the correct fields
Problem: API authentication failed
Cause: API credentials may have been revoked or expired.
Solution:
Generate new API credentials in Clari Copilot
Disconnect and reconnect with the new credentials
Contact Clari Copilot support if you cannot generate new credentials
Frequently Asked Questions
Q: How often does call data sync?
A: Call data syncs every 2 hours. New calls will appear in Fluint within 2 hours of becoming available from your call platform.
Q: Why aren’t my calls appearing in Fluint?
A: The most common causes are:
For Gong: Calls take ~1 hour to appear, transcripts take ~24 hours
The call owner isn’t a Fluint user
Your CRM isn’t connected, so calls can’t auto-link to deals
Q: Can I change the backfill period later?
A: You can trigger a new backfill by disconnecting and reconnecting the integration. During reconnection, you’ll choose a new backfill period.
Q: What happens if I disconnect the integration?
A: Future calls stop syncing, but all previously synced call data remains in Fluint. Call links to deals are preserved. You can reconnect at any time.
Q: Do I need admin access to connect call integrations?
A: Yes. Only workspace administrators can install and manage call integrations in Fluint.
Q: How do calls get matched to deals?
A: Calls are matched using CRM IDs embedded in call data from your call platform. This is why we recommend connecting your CRM (Salesforce or HubSpot) before connecting call integrations.
Q: Can I see call recordings in Fluint?
A: Fluint syncs call metadata, transcripts, summaries, and action items. To listen to the actual recording, click the link to open the call in your original call platform.
Q: Should I connect my CRM first?
A: Yes, we strongly recommend it. Calls contain CRM IDs that Fluint uses to automatically match calls to deals. Without a CRM connection, calls won’t auto-link.
Q: Can I connect multiple call platforms?
A: Yes. You can connect Gong, Salesloft, and Clari Copilot simultaneously. Calls from all connected platforms will sync to your deals.
Q: What if I have users in my call platform who aren’t in Fluint?
A: Calls from users not in Fluint will not sync. Ensure all users who make calls are added to Fluint with matching email addresses.
Implementation Checklist
Use this checklist to ensure a smooth integration setup:
Before Connecting:
[ ] Connect your CRM (Salesforce or HubSpot) first
[ ] Verify you have workspace admin access in Fluint
[ ] Confirm you can authorize third-party apps in your call platform
[ ] For Clari Copilot: Have your API Key and API Secret ready
[ ] Ensure all call platform users are added to Fluint (with matching emails)
During Setup:
[ ] Complete authorization (OAuth or API Key)
[ ] Choose appropriate backfill period (180 days recommended)
[ ] Wait for sync to complete
[ ] Retry any failed users
After Setup:
[ ] Verify calls are appearing on deals
[ ] Confirm transcripts and summaries are visible
[ ] Check that calls are linking to the correct deals
Security & Data Privacy
Read-only access – Fluint only reads call data from your providers
No recording access – Fluint does not store or play call recordings
Encrypted transmission – All data is transmitted via encrypted connections
GDPR compliance – Call data can be purged upon request
Getting Help
If you encounter issues with your call integration:
Live chat – Click the chat icon in Fluint
Email support – support@fluint.io
Include details – Specific error messages and your call platform help troubleshooting