Templates / Classify Salesforce deal complexity and notify sales with Groq and Slack

Classify Salesforce deal complexity and notify sales with Groq and Slack

Ready for 3.0

by WeblineIndia ✓ · 46 views · created 2026-06-30 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 16 nodes and runs on Salesforce events (opportunity created). Along the way it connects Salesforce, Groq Chat Model and Slack.

How it runs

Trigger: On Salesforce events (opportunity created).

  1. Fetch Opportunity Details (Salesforce): work with search
  2. Check If Not Processed (If): checks a condition and branches into true / false
  3. Prepare Opportunity Data (Code): runs custom JavaScript code
  4. Send No Data Notification (Slack) (Slack): uses Slack
  5. Fetch Related Contacts (Salesforce): get many (contact)
  6. Fetch Opportunity Products (Salesforce): work with search
  7. Combine Contacts & Products (Merge): merges the data from its input branches
  8. Calculate Deal Metrics (Code): runs custom JavaScript code
  9. Classify Deal Complexity (AI) (AI Agent): runs an AI agent, with model: AI Model (Groq)
  10. Parse AI Response (Code): runs custom JavaScript code

…plus 4 more steps. See the full node list below.

Services it uses

SalesforceGroq Chat ModelSlack

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 (9)

From the author

Quick overview This workflow monitors new Salesforce opportunities, enriches them with related contacts and products, uses Groq-hosted LLM analysis to classify deal complexity, then updates Salesforce with a processed flag, creates a follow-up task, and posts…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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