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Companion workflow for Salesforce node docs

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Google Sheets. To run the workflow: Make sure you have both Google Sheets and Salesforce authenticated with n8n. Have a Google Sheet with contacts and their account names ready, copy the respective sheet ID from the URL: Add the sheet ID to the Google Sheet node of the workflow: Hit Execute Workflow Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files check out this workflow instead. To run the workflow: Make sure you have both Excel 365 and Salesforce authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready: Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from: Hit the Execute Workflow button at the bottom of the n8n canvas: Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: Make sure your Salesforce account is authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses this example file, but you probably want to use your own data instead. Hit the Execute Workflow button at the bottom of the n8n canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the data before passing it to an AI processing pipeline. What this workflow does Triggers on new Gong calls synced to Salesforce** every hour. Filters calls based on opportunity stage** (Discovery or Meeting Booked). Retrieves Gong call details** via API. Formats call data into a structured JSON object** for AI processing. Passes the structured data to a Gong Call Preprocessor workflow** for further insights. Setup Ensure that you have connected Salesforce and Gong APIs with valid credentials. Modify the Salesforce query in Get all custom Salesforce Gong Objects to match your organization’s requirements. Set the schedule trigger interval in the Run Hourly node if needed. Connect this workflow to an AI processing workflow to analyze call transcripts. Workflow Templates: CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to customize Change filtering logic: Adjust the **opportunity stage filter (Check if Opportunity Stage is Meeting Booked or Discovery) to match your sales process. Modify data formatting**: Add or remove fields in the Format call into correct JSON Object node to customize the output. Adjust trigger frequency**: Change the Run Hourly node to run at a different interval if required.

CallForge - AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate call transcript formatting. ✅ Revenue operations (RevOps) professionals optimizing AI-driven insights. ✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making. What Problem Does This Workflow Solve? Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights. With CallForge, you can: ✔ Extract and format Gong call transcripts for structured AI processing. ✔ Enhance metadata using sales data from Salesforce. ✔ Classify speakers as internal (sales team) or external (customers). ✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo). ✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations. ✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise. What This Workflow Does 1. Retrieves Gong Call Data Calls the Gong API to extract call metadata, speaker interactions, and collaboration details. Fetches call transcripts for AI processing. 2. Processes and Cleans Transcripts Converts call transcripts into structured, speaker-based dialogues. Assigns each speaker as either Internal (Sales Team) or External (Customer). 3. Extracts Company Information Retrieves Salesforce data** to match customers with existing sales opportunities. Filters out free email domains* to determine the *customer’s actual company domain**. Calls the PeopleDataLabs API to retrieve additional company data and location details. 4. Merges and Enriches Data Combines Gong metadata, Salesforce customer details and insights**. Ensures all necessary data is available for AI-driven sales insights. 5. Final Formatting for AI Processing Merges all call transcript data into a single structured format for AI analysis. Extracts the final cleaned, enriched dataset for further AI-powered insights. How to Set Up This Workflow 1. Connect Your APIs 🔹 Gong API Access – Set up your Gong API credentials in n8n. 🔹 Salesforce Setup – Ensure API access if you want customer enrichment. 🔹 PeopleDataLabs API – Required to retrieve company and location details based on email domains. 🔹 Webhook Integration – Modify the webhook call to push enriched call data to an internal system. CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage CallForge - 02 - Prep Gong Calls with Sheets & Notion for AI Summarization CallForge - 03 - Gong Transcript Processor and Salesforce Enricher CallForge - 04 - AI Workflow for Gong.io Sales Calls CallForge - 05 - Gong.io Call Analysis with Azure AI & CRM Sync CallForge - 06 - Automate Sales Insights with Gong.io, Notion & AI CallForge - 07 - AI Marketing Data Processing with Gong & Notion CallForge - 08 - AI Product Insights from Sales Calls with Notion How to Customize This Workflow 💡 Modify Data Sources – Connect different CRMs (e.g., HubSpot, Zoho) instead of Salesforce. 💡 Expand AI Analysis – Add another AI model (e.g., OpenAI GPT, Claude) for advanced conversation insights. 💡 Change Speaker Classification Rules – Adjust internal vs. external speaker logic to match your team’s structure. 💡 Filter Specific Customers – Modify the free email filtering logic to better fit your company’s needs. Why Use CallForge? 🚀 Automate Gong call transcript processing to save time. 📊 Improve AI accuracy with enriched, structured data. 🛠 Enhance sales strategy by extracting actionable insights from calls. Start optimizing your Gong transcript analysis today!