Use Cases
- Automate the retrieval of Gong call data for Salesforce integration
- Filter calls based on opportunity stages for targeted analysis
- Enhance sales reporting by processing relevant call metadata
How It Works
Triggers on a schedule or manual input to start the workflow Retrieves Gong call data and custom Salesforce objects Checks for primary opportunity presence and opportunity stage Formats the call data into a structured JSON object Passes the formatted data to a preprocessor for further processing
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Gong and Salesforce credentials
- 3Set up the desired schedule for automated execution
- 4Test the workflow by manually triggering it
Apps Used
Gong
Salesforce
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#data extraction