Build an enterprise deal knowledge graph with Salesforce, Gmail and Neo4j
Ready for 3.0What this workflow does
This workflow has 18 nodes and runs on a schedule (every 6 hours). Along the way it connects Salesforce, Gmail and Google Calendar.
How it runs
Trigger: On a schedule (every 6 hours).
- Set Workflow Config (Edit Fields (Set)): sets 6 fields: gmail_query, calendar_id, lookback_start…
- Get Salesforce Contacts (Salesforce): get many (contact)
- Get Salesforce Accounts (Salesforce): get many (account)
- Get Salesforce Opportunities (Salesforce): get many (opportunity)
- Get Calendar Events (Google Calendar): get many
- Normalize Contacts (Edit Fields (Set)): sets or maps fields
- Normalize Accounts (Edit Fields (Set)): sets or maps fields
- Normalize Opportunities (Edit Fields (Set)): sets or maps fields
- Normalize Meetings (Code): runs custom JavaScript code
- Aggregate All Data Sources (Merge): merges the data from its input branches
…plus 7 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 (8)
- Edit Fields (Set)
n8n-nodes-base.set - Salesforce
n8n-nodes-base.salesforce - Gmail
n8n-nodes-base.gmail - Google Calendar
n8n-nodes-base.googleCalendar - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Code
n8n-nodes-base.code - Merge
n8n-nodes-base.merge - HTTP Request
n8n-nodes-base.httpRequest
From the author
Quick overview This workflow runs every 6 hours to pull Salesforce contacts, accounts, and opportunities, then fetches related Gmail messages and Google Calendar events, calculates per-contact engagement metrics, and writes a Neo4j knowledge graph with…