Use Cases
- Automate the retrieval of call transcripts from Gong.
- Integrate Gong call data with Salesforce opportunities.
- Enhance visibility of sales interactions by merging call details with CRM data.
- Isolate internal and external attendees for better meeting analysis.
How It Works
Trigger the workflow using Gong call events. Retrieve detailed call data and transcripts from Gong. Extract relevant information and enrich Salesforce opportunity records. Merge call and transcript data for comprehensive insights. Isolate attendee data for further analysis.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gong and Salesforce credentials.
- 3Set up the trigger to initiate the workflow.
- 4Test the workflow to ensure data retrieval and integration.
Apps Used
Gong
Salesforce
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#data extraction