Link projects with Reference Properties

Reference Properties enable you to pull data from a source project (an existing project in Go). This data will stay in sync between projects without the need for manual duplication.

Reference Properties unlock:

Dynamic referencing: Pull in matching data from other projects automatically. For example, you can analyze Gong call transcripts involving a specific participant in one project, and then sum the deal values attached to those calls in a different one.

Manual matching: Need complete precision? You can manually filter and select specific matches for nuanced use cases.

Quick previews: Hover over matches for instant previews and snap to the source project in one click.

To set up a reference Property

Create a property whose Type is set to Reference and select a source. This will be the project that the property references. Adjust the Limit to determine the number of matched entities that can be pulled from source project.

To perform manual matching set Tool to User input.

To create matches automatically set Tool to the Python Tool or an AI Tool and create a code snippet or prompt that will find matches based on the selected inputs.
If creating matches automatically wait for the reference fields to calculate.

If performing manual matching, click on each field and select one or more matches.

Hover over each match to preview it or enter the entity view to review related entities

When adding additional properties to the project you can now select from any of the properties in the source project as inputs.