CallForge - 01 - 商機ステージでフィルタリングしてSalesforceへ同期するGong通話
中級
これはSales, Product, AI分野の自動化ワークフローで、11個のノードを含みます。主にIf, Set, Gong, Sort, Salesforceなどのノードを使用、AI技術を活用したスマート自動化を実現。 CallForge - 01 - Salesforceへ同期するGong通話を商機段階でフィルタリング
前提条件
- •Salesforce OAuth認証情報
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
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"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. "
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"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."
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{
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"mode": "id",
"value": "={{ $json.Gong__Call_ID__c }}"
},
"options": {},
"operation": "get",
"requestOptions": {}
},
"credentials": {
"gongApi": {
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"value": "={{ $now.minus(4, 'hours') }}",
"operation": ">="
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"resource": "customObject",
"operation": "getAll",
"customObject": "Gong__Gong_Call__c"
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}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級 - 営業, プロダクト, 人工知能
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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37 ノードAngel Menendez
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ワークフロー情報
難易度
中級
ノード数11
カテゴリー3
ノードタイプ9
作成者
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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