Templates / CallForge - 01 - filter Gong calls synced to Salesforce by opportunity stage

CallForge - 01 - filter Gong calls synced to Salesforce by opportunity stage

Ready for 3.0

by Angel Menendez ✓ · 2,083 views · created 2025-02-28 · CRM

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 workflow has 9 nodes and runs on a schedule (every hour) (plus 1 other trigger). Along the way it connects Gong and Salesforce.

How it runs

Trigger: On a schedule (every hour) (plus 1 other trigger).

  1. Get all custom Salesforce Gong Objects (Salesforce): get many (custom object)
  2. Sort: sorts the items
  3. Check if Opportunity Stage is Meeting Booked or Discovery (If): checks a condition and branches into true / false
  4. Check if Primary Opportunity Contains Value (If): checks a condition and branches into true / false
  5. Get Gong Call (Gong): get
  6. Format call into correct JSON Object (Edit Fields (Set)): sets 21 fields: id, url, title…
  7. Pass to Gong Call Preprocessor (Execute Sub-workflow): calls another n8n workflow

Services it uses

GongSalesforce

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.

Rarely used nodes in this template: n8n-nodes-base.gong

Nodes used (8)

From the author

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis.…

Excerpt from Angel Menendez's description on n8n.io.

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

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