ExecuteWorkflowTrigger Automate

ExecuteWorkflowTrigger Automate streamlines the extraction and enrichment of sales call data from Gong and Salesforce, enabling teams to efficiently gather insights, enhance collaboration, and improve decision-making. This automated workflow processes transcripts, organizes attendee information, and aggregates relevant metadata, ultimately saving time and enhancing productivity across departments.

7/8/2025
23 nodes
Complex
manualcomplexexecuteworkflowtriggersticky notesalesforcesplitoutaggregateadvancedapiintegration
Categories:
Complex WorkflowManual TriggeredBusiness Process AutomationCRM & Sales
Integrations:
ExecuteWorkflowTriggerSticky NoteSalesforceSplitOutAggregate

Target Audience

Target Audience


- Sales Representatives: Those looking to extract actionable insights from sales calls.
- Sales Managers: Managers who need to analyze call data for team performance and strategy adjustments.
- Data Analysts: Analysts interested in processing and visualizing call data for deeper insights.
- CRM Administrators: Individuals responsible for integrating call data into Salesforce for better customer relationship management.

Problem Solved

Problem Solved


This workflow addresses the challenge of efficiently extracting and processing valuable information from sales calls recorded in Gong. It automates the retrieval of call transcripts and detailed call data, enriching it with Salesforce opportunity data, and formats it for easy consumption, ultimately improving decision-making and strategic planning.

Workflow Steps

Workflow Steps


1. Trigger: The workflow is manually triggered to start the process.
2. Retrieve Call Data: It fetches detailed call data from Gong using the API.
3. Get Transcript: The workflow retrieves the transcript of the specified call for analysis.
4. Join Transcript to String: The transcript is processed and combined into a single string format.
5. Extract Call Data: The workflow splits out call data for further processing.
6. Merge Call and Transcript Data: Call data is merged with the transcript for a comprehensive view.
7. Get Opportunity Data: Salesforce opportunity data is fetched to enrich the call context.
8. Combine Salesforce Data: Opportunity data from Salesforce is merged for holistic insights.
9. Aggregate Data: The workflow aggregates Gong call transcripts and Salesforce data for analysis.
10. Isolate Notion Data: Relevant metadata is isolated for further operations.
11. Join Affiliation: The workflow maps speaker affiliations to the conversation data.
12. Format Conversation: The conversation is formatted to display speaker contributions clearly.
13. Extract Final Data: The final output is prepared, consolidating all necessary information for analysis.

Customization Guide

Customization Guide


- API Endpoints: Users can modify the API endpoints to target different Gong or Salesforce data based on their needs.
- Data Mapping: Adjust the JMESPath queries used in the workflow to extract specific fields that are relevant to your organization.
- Node Parameters: Customize node parameters such as the fields to retrieve from Salesforce or Gong to align with your data structure.
- Additional Nodes: Users can add more nodes for further processing or integration with other applications as required.
- Output Format: Modify the final output formatting code to suit the reporting needs or preferences of your team.