Automate call processing every hour on Gong using Salesforce data to filter and analyze conversations. This workflow ensures only relevant calls are processed, enhancing efficiency and providing valuable insights for sales teams.
- Sales Teams: To automate the tracking of Gong calls and their associated Salesforce opportunities. - Marketing Teams: To gain insights from call transcripts for better lead nurturing. - Customer Success Teams: To ensure follow-ups on important calls and opportunities. - Data Analysts: To analyze call data and improve sales strategies based on insights derived from Gong calls.
Problem Solved
Problem Solved
This workflow automates the process of extracting valuable data from Gong calls, ensuring that only relevant calls are processed based on specific criteria. It addresses the challenge of manually tracking call details and their connection to Salesforce opportunities, thus saving time and reducing human error.
Workflow Steps
Workflow Steps
1. Scheduled Trigger: The workflow runs every hour to check for new Gong call data. 2. Retrieve Custom Salesforce Gong Objects: It fetches Gong call records created in the last 4 hours to focus on recent activities. 3. Sort Calls by Date: The calls are sorted in descending order based on their creation date to prioritize the latest calls. 4. Conditional Checks: It checks if the primary opportunity contains a value and whether the opportunity stage is either 'Meeting Booked' or 'Discovery'. 5. Get Gong Call Details: If conditions are met, it retrieves detailed information about the specific Gong call. 6. Format Data: The call data is transformed into a structured JSON object for further processing. 7. Execute Preprocessor Workflow: It passes the formatted data to another workflow designed for Gong call preprocessing.
Customization Guide
Customization Guide
- Adjust Schedule: Modify the schedule trigger to change how often the workflow runs (e.g., every 30 minutes instead of every hour). - Modify Conditions: Change the conditional checks to include different opportunity stages or additional criteria based on your business needs. - Update Salesforce Fields: Customize the fields retrieved from Salesforce to include or exclude specific data points relevant to your operations. - Enhance Data Formatting: Adapt the JSON formatting step to include additional metadata or change the structure as required for downstream applications.