CallForge - 01 - filter Gong calls synced to Salesforce by opportunity stage
Ready for 3.0What 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).
- Get all custom Salesforce Gong Objects (Salesforce): get many (custom object)
- Sort: sorts the items
- Check if Opportunity Stage is Meeting Booked or Discovery (If): checks a condition and branches into true / false
- Check if Primary Opportunity Contains Value (If): checks a condition and branches into true / false
- Get Gong Call (Gong): get
- Format call into correct JSON Object (Edit Fields (Set)): sets 21 fields: id, url, title…
- Pass to Gong Call Preprocessor (Execute Sub-workflow): calls another n8n workflow
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.
Rarely used nodes in this template: n8n-nodes-base.gong
Nodes used (8)
- Manual Trigger
n8n-nodes-base.manualTrigger - If
n8n-nodes-base.if - Edit Fields (Set)
n8n-nodes-base.set - Execute Sub-workflow
n8n-nodes-base.executeWorkflow - Gong
n8n-nodes-base.gong - Sort
n8n-nodes-base.sort - Salesforce
n8n-nodes-base.salesforce - Schedule Trigger
n8n-nodes-base.scheduleTrigger
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.…