Predict deal close dates and update Salesforce with Groq and Google Sheets
Ready for 3.0What this workflow does
This AI workflow has 17 nodes and runs on a schedule (every day). Along the way it connects Groq Chat Model, Gmail, Salesforce and Google Sheets.
How it runs
Trigger: On a schedule (every day).
- Set Lookback Timeframe (Edit Fields (Set)): sets 1 field: lastruntime
- Fetch Historical Won Deals (Salesforce): work with search
- Fetch Recent Active Deals (Salesforce): work with search
- Process Opportunities (Loop Over Items (Split in Batches)): loops over the items in batches
- Fetch Deal Details (Salesforce): get (opportunity)
- Deal Task History (Salesforce): work with search
- Is Deal Valid & Active? (If): checks a condition and branches into true / false
- Calculate Deal Risk & Velocity (Code): runs custom JavaScript code
- AI Deal Timeline Predictor (AI Agent): runs an AI agent, with model: Insights
- Parse AI Output (Code): runs custom JavaScript code
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- AI Agent
@n8n/n8n-nodes-langchain.agent - Code
n8n-nodes-base.code - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Salesforce
n8n-nodes-base.salesforce - Google Sheets
n8n-nodes-base.googleSheets
From the author
AI-Powered Smart Deal Close Prediction and Salesforce CRM Auto-Update Workflow This workflow acts as an automated, intelligent sales operations assistant. It continuously monitors your Salesforce account for newly updated opportunities, compares them against…