Scratchpad
Scratchpad makes deploying AI to your sales team practical and easy. Accurate deal data in CRM, less admin work, and more selling capacity for reps.
About
Scratchpad Agents
Scratchpad makes it easy to bring AI into your sales workflow. It keeps deal data accurate, reduces admin work, and gives reps more time to sell.
With Scratchpad Agents, every sales call is recorded, transcribed, and analyzed. AI suggests CRM updates, which reps can review, edit, or auto-save directly to Salesforce.
Why Use Scratchpad Agents?
- Automatically update CRM fields after every call.
- Get next steps and action items—instantly.
- Ask questions and get AI-powered answers based on deal history, calls, and notes.
- Improve CRM accuracy using insights from all conversations.
- Skip the search—no more digging through Salesforce, spreadsheets, or Slack.
- Create AI prompts tailored to your sales process.
- Connect easily with G Suite, Teams, and Gong for scheduling, call sharing, and insights.
What You Can Use It For
- Pipeline hygiene: Keep close dates, next steps, and stages accurate.
- Deal context: Capture key insights like lost reasons or competitor mentions.
- Sales methodology: Track adoption of MEDDIC, SPICED, or your own framework.
- Forecasting: Spot risks and maintain forecast accuracy.
-
Team handoffs: Share key deal info for smooth transitions.
Media
Features
Import Gong Calls Into Scratchpad
Turn your Gong video calls into actionable insights with Scratchpad! Our AI-powered integration effortlessly pulls Gong recordings into Scratchpad, where your team can review, summarize, and sync key takeaways directly into Salesforce—saving time and boosting productivity.
Benefits
One Bot, Zero Hassle
Forget the headache of managing multiple bots in your sales calls. With Scratchpad’s Gong integration, you only need to invite the Gong bot—Scratchpad automatically pulls the recording and AI-powered insights into your workflow.
FAQ
Scratchpad will bring over any calls that match ALL of the following criteria:
1) The call is NOT marked as private
2) The call is NOT an internal call
3) The call participants include at least one Scratchpad user
1) The call is NOT marked as private
2) The call is NOT an internal call
3) The call participants include at least one Scratchpad user
Integration Diagrams
Test
Data
Gong Call
Gong Call
Data
Scratchpad Call
Scratchpad Call
Requirements
Subscriptions Required
Any Team or Enterprise Scratchpad account can use this integration.
Authenticating User Requirements
To authenticate this integration for the first time, a user must be a Gong Technical Administrator and have Scratchpad admin access.
Connect
You must have the Technical Administrator permission in Gong to connect to Gong using scratchpad.
- In Scratchpad, navigate to the Settings page.
- Click on the General page underneath the Workspace header.
- Under the Integrations section, find the "Gong" row and click the "Connect" button to authenticate. This will display a page where you will be asked to agree to the “Scratchpad wants to connect to your Gong account” requirements.
- Once you have successfully authenticated your Gong credentials, you're all set!