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Documentation Complète
📋 Optimisez vos appels de vente avec l'intégration Gong et Salesforce
💡 Description
Ce workflow puissant automatise le processus d'extraction et de traitement des informations essentielles de vos appels de vente via Gong, synchronisés dans Salesforce. En automatisant la récupération des enregistrements d'appels et en les triant par date, vous pouvez filtrer les opportunités selon leur stade actuel pour assurer un suivi ciblé et efficace. Le workflow garantit que seules les opportunités qualifiées passent à l'étape suivante, optimisant ainsi votre processus de vente et maximisant votre productivité.
📈 Impact & ROI: Améliorez l'efficacité des ventes en réduisant le temps passé sur la gestion manuelle des données et en concentrant vos efforts sur les opportunités à fort potentiel, ce qui peut augmenter significativement votre taux de conversion.
🚀 Fonctionnalités Clés
- ✅ Automatisation complète du suivi des appels
- ✅ Filtrage intelligent des opportunités
- ✅ Amélioration du processus de vente grâce à l'intégration
- ✅ Gain de temps sur la gestion manuelle des données
📊 Architecture Technique
11
Nodes
Nodes
8
Connexions
Connexions
9
Services
Services
🔌 Services Intégrés
n8n-nodes-base.manualTriggern8n-nodes-base.ifn8n-nodes-base.stickyNoten8n-nodes-base.setn8n-nodes-base.executeWorkflown8n-nodes-base.gongn8n-nodes-base.sortn8n-nodes-base.salesforcen8n-nodes-base.scheduleTrigger
🔧 Composition du Workflow
| Node | Type | Description |
|---|---|---|
| When clicking ‘Test workflow’ | manualTrigger | Traitement des données |
| Check if Primary Opportunity Contains Value | if | Condition logique pour router le flux |
| Check if Opportunity Stage is Meeting Booked or Discovery | if | Condition logique pour router le flux |
| Sticky Note5 | stickyNote | Traitement des données |
| Sticky Note4 | stickyNote | Traitement des données |
| Format call into correct JSON Object | set | Traitement des données |
| Pass to Gong Call Preprocessor | executeWorkflow | Traitement des données |
| Get Gong Call | gong | Traitement des données |
| Sort by date | sort | Traitement des données |
| Get all custom Salesforce Gong Objects | salesforce | Traitement des données |
| Run Hourly | scheduleTrigger | Traitement des données |
📖 Guide d'Implémentation
- Import du workflow: Téléchargez le fichier JSON et importez-le dans votre instance n8n
- Configuration des credentials: Configurez les accès pour chaque service utilisé
- Personnalisation: Adaptez les paramètres selon vos besoins spécifiques
- Test: Exécutez le workflow en mode test pour vérifier le bon fonctionnement
- Activation: Activez le workflow pour une exécution automatique
🏷️ Tags
Structure JSON
Voir le code JSON complet
{
"meta": {
"instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7"
},
"nodes": [
{
"id": "692e2883-0d1b-4162-8472-6d15c12c8b43",
"name": "When clicking ‘Test workflow’",
"type": "n8n-nodes-base.manualTrigger",
"position": [
0,
0
],
"parameters": [],
"typeVersion": 1
},
{
"id": "1b226699-d463-42c9-aab0-e328afdb73b9",
"name": "Check if Primary Opportunity Contains Value",
"type": "n8n-nodes-base.if",
"position": [
900,
-60
],
"parameters": {
"options": [],
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"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": "Check if Opportunity Stage is Meeting Booked or Discovery",
"type": "n8n-nodes-base.if",
"position": [
660,
0
],
"parameters": {
"options": [],
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"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": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-440,
-360
],
"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
},
{
"id": "2906d433-070d-4240-ba2f-a1669ce5ccc1",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-80,
-360
],
"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": "Format call into correct JSON Object",
"type": "n8n-nodes-base.set",
"position": [
1360,
-140
],
"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": "Pass to Gong Call Preprocessor",
"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": "Get Gong Call",
"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": "Sort by date",
"type": "n8n-nodes-base.sort",
"position": [
440,
0
],
"parameters": {
"options": [],
"sortFieldsUi": {
"sortField": [
{
"order": "descending",
"fieldName": "CreatedDate"
}
]
}
},
"typeVersion": 1
},
{
"id": "aa24b82b-3d65-4d1e-be04-7e7d5e439587",
"name": "Get all custom Salesforce Gong Objects",
"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": "Run Hourly",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
0,
-160
],
"parameters": {
"rule": {
"interval": [
{
"field": "hours"
}
]
}
},
"typeVersion": 1.2
}
],
"pinData": [],
"connections": {
"Run Hourly": {
"main": [
[
{
"node": "Get all custom Salesforce Gong Objects",
"type": "main",
"index": 0
}
]
]
},
"Sort by date": {
"main": [
[
{
"node": "Check if Opportunity Stage is Meeting Booked or Discovery",
"type": "main",
"index": 0
}
]
]
},
"Get Gong Call": {
"main": [
[
{
"node": "Format call into correct JSON Object",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "Get all custom Salesforce Gong Objects",
"type": "main",
"index": 0
}
]
]
},
"Format call into correct JSON Object": {
"main": [
[
{
"node": "Pass to Gong Call Preprocessor",
"type": "main",
"index": 0
}
]
]
},
"Get all custom Salesforce Gong Objects": {
"main": [
[
{
"node": "Sort by date",
"type": "main",
"index": 0
}
]
]
},
"Check if Primary Opportunity Contains Value": {
"main": [
[
{
"node": "Get Gong Call",
"type": "main",
"index": 0
}
]
]
},
"Check if Opportunity Stage is Meeting Booked or Discovery": {
"main": [
[
{
"node": "Check if Primary Opportunity Contains Value",
"type": "main",
"index": 0
}
]
]
}
}
}
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