Use Cases
- Automatically summarize Zoom calls for easy reference.
- Send summarized call insights directly to Salesforce.
- Enhance team collaboration by keeping CRM updated with call summaries.
How It Works
Trigger the workflow upon receiving a call from Zoom. Fetch the relevant call data from Zoom. Use AI to generate a summary of the call. Send the summarized information to Salesforce.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Zoom webhook to receive call data.
- 3Set up the OpenAI node with your API key.
- 4Connect the Salesforce node with your account details.
- 5Test the workflow to ensure data flows correctly.
Apps Used
Zoom
Salesforce
OpenAI
Categories
Target Roles
Industries
Tags
#ai content generation
#process automation
#workflow management