Productivity
Salesforce automation
11 nodes
1
0
Automatic trigger
Workflow Description
Salesforce automation
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Gong
Sort
Salesforce
Details
Trigger
Automatic trigger
Nodes
11
Apps
3
Views
1
Downloads
0
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (11)
/
When clicking ‘Test workflow’
Manual Trigger
Check if Primary Opportunity Contains Value
If
Check if Opportunity Stage is Meeting Booked or Discovery
If
Sticky Note5
Sticky Note
Sticky Note4
Sticky Note
Format call into correct JSON Object
Set
Pass to Gong Call Preprocessor
Execute Workflow
Get Gong Call
Gong
Sort by date
Sort
Get all custom Salesforce Gong Objects
Salesforce
Run Hourly
Schedule Trigger