This n8n workflow automates the process of retrieving, filtering, and preparing Salesforce Gong call data for further analysis or integration. Designed to run hourly, it fetches recent Gong call records, sorts them by date, and then evaluates if specific opportunity conditions are met before retrieving detailed call information. The workflow includes manual triggers for testing and sticky notes for documentation, making it suitable for sales teams looking to streamline call data management. Practical use cases include monitoring sales calls, analyzing call content, and preparing data for AI-driven insights or CRM updates.
Automated Call Data Fetch and Processing in Salesforce
| Node Count | 11 – 20 Nodes |
|---|---|
| Nodes Used | executeWorkflow, gong, if, manualTrigger, salesforce, scheduleTrigger, set, sort, stickyNote |
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