CallForge - 01 - Gong-Anrufe nach Geschäftsphase filtern und mit Salesforce synchronisieren
Fortgeschritten
Dies ist ein Sales, Product, AI-Bereich Automatisierungsworkflow mit 11 Nodes. Hauptsächlich werden If, Set, Gong, Sort, Salesforce und andere Nodes verwendet, kombiniert mit KI-Technologie für intelligente Automatisierung. CallForge - 01 - Gong-Anrufe nach Geschäftsphase filtern und mit Salesforce synchronisieren
Voraussetzungen
- •Salesforce OAuth-Anmeldedaten
Verwendete Nodes (11)
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
"meta": {
"instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7"
},
"nodes": [
{
"id": "692e2883-0d1b-4162-8472-6d15c12c8b43",
"name": "Bei Klick auf 'Workflow testen'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
0,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "1b226699-d463-42c9-aab0-e328afdb73b9",
"name": "Prüfen, ob primäre Verkaufschance einen Wert enthält",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
{
"id": "e5aed92c-9a3e-4e05-8ce2-9a707abc3115",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.Gong__Primary_Opportunity__c }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "1ebe8eba-5a86-4d17-a629-aa8d2e932693",
"name": "Prüfen, ob Verkaufsphase 'Meeting Booked' oder 'Discovery' ist",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "or",
"conditions": [
{
"id": "8c39be67-f158-4d26-a1e9-cfdba686e272",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.Gong__Opp_Stage_Time_Of_Call__c }}",
"rightValue": "Discovery"
},
{
"id": "4cacf9be-3d86-49d6-b7f6-672a57025f0e",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.Gong__Opp_Stage_Time_Of_Call__c }}",
"rightValue": "Meeting Booked"
}
]
}
},
"typeVersion": 2.2
},
{
"id": "ee00437a-8586-449c-ab4f-04b91d5f247b",
"name": "Notizzettel5",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 340,
"height": 820,
"content": "\n## CallForge\nCallForge allows you to extract important information for different departments from your Sales Gong Calls. \n\n### Salesforce Trigger\nThis workflow triggers the AI agent to run, processing calls every hour. It uses the Gong/Salesforce integration to look for new conversation objects in Salesforce which indicate that a new recording has synced to Salesforce. This allows us to filter calls based on internal milestones and metrics ensuring only calls that meet a certain criteria are processed. "
},
"typeVersion": 1
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{
"id": "2906d433-070d-4240-ba2f-a1669ce5ccc1",
"name": "Notizzettel4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 7,
"width": 1940,
"height": 820,
"content": "## Get Gong Transcript and Call Details\nThe transcript is to pass into the AI prompt, but needs to be transformed first. The Call details provide the Prompt with metadata."
},
"typeVersion": 1
},
{
"id": "96cb8746-3605-4723-b8b5-33bbe8841eaa",
"name": "Anruf in korrektes JSON-Objekt formatieren",
"type": "n8n-nodes-base.set",
"position": [
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],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "881fab8b-2f6e-474e-a913-c4bde2b6bd2e",
"name": "id",
"type": "string",
"value": "={{ $json.metaData.id }}"
},
{
"id": "29aad399-1bb7-49e3-8fc9-cf8a6353536a",
"name": "url",
"type": "string",
"value": "={{ $json.metaData.url }}"
},
{
"id": "709d029e-6843-42e1-94cc-d01857918617",
"name": "title",
"type": "string",
"value": "={{ $json.metaData.title }}"
},
{
"id": "39de0391-207b-46ec-9230-cf83667c42b8",
"name": "scheduled",
"type": "string",
"value": "={{ $json.metaData.scheduled }}"
},
{
"id": "05e3a4a5-12a4-4e14-a8bf-4231e4b2c5b1",
"name": "started",
"type": "string",
"value": "={{ $json.metaData.started }}"
},
{
"id": "19de15be-56e5-4935-807c-9530cb1da5a8",
"name": "duration",
"type": "number",
"value": "={{ $json.metaData.duration }}"
},
{
"id": "5a15284b-7c7f-4174-ae6a-82a0dade0542",
"name": "primaryUserId",
"type": "string",
"value": "={{ $json.metaData.primaryUserId }}"
},
{
"id": "aa58e20b-ddaa-4ed1-a0e2-06125103216f",
"name": "direction",
"type": "string",
"value": "={{ $json.metaData.direction }}"
},
{
"id": "0f877bb4-a75f-4691-92b0-8b29b939a5b4",
"name": "system",
"type": "string",
"value": "={{ $json.metaData.system }}"
},
{
"id": "05b3cb81-244d-4f42-a681-13aca1c1df0d",
"name": "scope",
"type": "string",
"value": "={{ $json.metaData.scope }}"
},
{
"id": "2f9b87d1-e0bd-4170-88da-6966c00c7a2b",
"name": "media",
"type": "string",
"value": "={{ $json.metaData.media }}"
},
{
"id": "86282040-ceea-4a88-ae47-d5e3fa7cb1a7",
"name": "language",
"type": "string",
"value": "={{ $json.metaData.language }}"
},
{
"id": "6d8e4e35-5b84-4a1b-a2c1-605ea5e08e66",
"name": "workspaceId",
"type": "string",
"value": "={{ $json.metaData.workspaceId }}"
},
{
"id": "85f50bb3-306e-4fb3-921b-ff0f61acecbd",
"name": "sdrDisposition",
"type": "string",
"value": "={{ $json.metaData.sdrDisposition }}"
},
{
"id": "a779d6e8-0d07-4159-8b56-b3c2e49d1c19",
"name": "clientUniqueId",
"type": "string",
"value": "={{ $json.metaData.clientUniqueId }}"
},
{
"id": "14718f26-69e1-4e4b-90b5-dd059af6459e",
"name": "customData",
"type": "string",
"value": "={{ $json.metaData.customData }}"
},
{
"id": "4741d29d-0ad6-471d-8432-e7158daeb224",
"name": "purpose",
"type": "string",
"value": "={{ $json.metaData.purpose }}"
},
{
"id": "7e390036-376e-430d-bd28-43d52ae8794b",
"name": "meetingUrl",
"type": "string",
"value": "={{ $json.metaData.meetingUrl }}"
},
{
"id": "1ea1f639-8327-4e76-bb3b-f08182fdb87a",
"name": "isPrivate",
"type": "boolean",
"value": "={{ $json.metaData.isPrivate }}"
},
{
"id": "855ceef1-6bae-44ea-b2af-cc4aa38d6a37",
"name": "calendarEventId",
"type": "string",
"value": "={{ $json.metaData.calendarEventId }}"
},
{
"id": "f7c11074-70bb-46de-8e7b-2c6d095033c4",
"name": "sfOpp",
"type": "string",
"value": "={{ $('Get all custom Salesforce Gong Objects').item.json.Gong__Primary_Opportunity__c }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "5b5eb2c1-7f80-4211-b835-5188376c6df2",
"name": "An Gong Call Preprocessor übergeben",
"type": "n8n-nodes-base.executeWorkflow",
"position": [
1580,
-140
],
"parameters": {
"options": {},
"workflowId": {
"__rl": true,
"mode": "list",
"value": "6mL5jWOJfuzkpjzx",
"cachedResultName": "Gong Call Preprocessor Demo"
}
},
"typeVersion": 1.1
},
{
"id": "025d3ed7-2bd8-4a88-8834-034036c533c6",
"name": "Gong-Anruf abrufen",
"type": "n8n-nodes-base.gong",
"position": [
1140,
-140
],
"parameters": {
"call": {
"__rl": true,
"mode": "id",
"value": "={{ $json.Gong__Call_ID__c }}"
},
"options": {},
"operation": "get",
"requestOptions": {}
},
"credentials": {
"gongApi": {
"id": "EchfvOC4rjw8MUkr",
"name": "Liam Gong Cred"
}
},
"typeVersion": 1
},
{
"id": "a4f63c5c-a23e-400f-9fa4-40c61756c321",
"name": "Nach Datum sortieren",
"type": "n8n-nodes-base.sort",
"position": [
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0
],
"parameters": {
"options": {},
"sortFieldsUi": {
"sortField": [
{
"order": "descending",
"fieldName": "CreatedDate"
}
]
}
},
"typeVersion": 1
},
{
"id": "aa24b82b-3d65-4d1e-be04-7e7d5e439587",
"name": "Alle benutzerdefinierten Salesforce Gong-Objekte abrufen",
"type": "n8n-nodes-base.salesforce",
"position": [
220,
0
],
"parameters": {
"options": {
"fields": [
"CreatedDate",
"LastActivityDate",
"Name",
"Gong__Call_ID__c",
"Gong__Talk_Time_Us__c",
"Gong__Talk_Time_Them__c",
"Gong__Title__c",
"Gong__View_call__c",
"Gong__Primary_Opportunity__c",
"Gong__Opp_Stage_Time_Of_Call__c"
],
"conditionsUi": {
"conditionValues": [
{
"field": "CreatedDate",
"value": "={{ $now.minus(4, 'hours') }}",
"operation": ">="
}
]
}
},
"resource": "customObject",
"operation": "getAll",
"customObject": "Gong__Gong_Call__c"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "Ykybxuyh0jK0o3qH",
"name": "Angel SF Creds v3"
}
},
"typeVersion": 1
},
{
"id": "c46f7b03-8ce0-468d-ac84-fae9ae5b2466",
"name": "Stündlich ausführen",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
0,
-160
],
"parameters": {
"rule": {
"interval": [
{
"field": "hours"
}
]
}
},
"typeVersion": 1.2
}
],
"pinData": {},
"connections": {
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"1ebe8eba-5a86-4d17-a629-aa8d2e932693": {
"main": [
[
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"type": "main",
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}
}
}Häufig gestellte Fragen
Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Fortgeschritten - Vertrieb, Produkt, Künstliche Intelligenz
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Workflow-Informationen
Schwierigkeitsgrad
Fortgeschritten
Anzahl der Nodes11
Kategorie3
Node-Typen9
Autor
Angel Menendez
@djangelicAngel Menendez is a Staff Developer Advocate at n8n.io, specializing in low-code tools for cybersecurity workflows. From Puerto Rico, Angel's tech journey began by helping his father translate technical books. He later started a web development business and transitioned from a career as a flight attendant to cybersecurity engineering. His workflows have saved companies significant time. Outside work, Angel enjoys time with his two sons, riding electric bikes, reading, and exploring new places.
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