Templates / Score Salesforce deal momentum and explain it with Gmail, Calendar, Gemini, and Slack

Score Salesforce deal momentum and explain it with Gmail, Calendar, Gemini, and Slack

Ready for 3.0

by WeblineIndia ✓ · 11 views · created 2026-08-12 · 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 21 nodes and runs on a schedule (every day at 07:00). Along the way it connects Salesforce, Gmail, Google Calendar and Google Gemini Chat Model and 1 more.

How it runs

Trigger: On a schedule (every day at 07:00).

  1. Fetch Opportunities (Salesforce): get many (opportunity)
  2. Process Deals One by One (Loop Over Items (Split in Batches)): loops over the items in batches
  3. Fetch Opportunity Details (Salesforce): get (opportunity)
  4. Merge: merges the data from its input branches
  5. Check ContactId Exists (If): checks a condition and branches into true / false
  6. Calculate Momentum Score (Code): runs custom JavaScript code
  7. Fetch Contact Details (Salesforce): get (contact)
  8. Wait: waits 1 minutes
  9. Prepare AI Input (Edit Fields (Set)): sets 11 fields: deal_name, stage, amount…
  10. Check Contact Email Exists (If): checks a condition and branches into true / false

…plus 9 more steps. See the full node list below.

Services it uses

SalesforceGmailGoogle CalendarGoogle Gemini 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 (13)

From the author

Quick overview This workflow runs daily to score Salesforce opportunities based on recent Gmail email activity and Google Calendar meetings, then uses Google Gemini to generate a brief momentum explanation and next action, updates custom fields in Salesforce,…

Excerpt from WeblineIndia's description on n8n.io.

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

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