CallForge - 01 - Filtrer les appels Gong par stade de la piste de vente et synchroniser avec Salesforce
Intermédiaire
Ceci est unSales, Product, AIworkflow d'automatisation du domainecontenant 11 nœuds.Utilise principalement des nœuds comme If, Set, Gong, Sort, Salesforce, combinant la technologie d'intelligence artificielle pour une automatisation intelligente. CallForge - 01 - Filtrer les appels Gong synchronisés avec Salesforce par stade d'opportunité
Prérequis
- •Informations d'identification OAuth Salesforce
Nœuds utilisés (11)
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
"meta": {
"instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7"
},
"nodes": [
{
"id": "692e2883-0d1b-4162-8472-6d15c12c8b43",
"name": "Lors du clic sur 'Tester le workflow'",
"type": "n8n-nodes-base.manualTrigger",
"position": [
0,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "1b226699-d463-42c9-aab0-e328afdb73b9",
"name": "Vérifier si l'opportunité principale contient une valeur",
"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": "Vérifier si l'étape de l'opportunité est 'Meeting Booked' ou '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": "Note adhésive5",
"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": "Note adhésive4",
"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": "Formater l'appel dans l'objet JSON correct",
"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": "Transmettre au prétraitement d'appel Gong",
"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": "Obtenir l'appel Gong",
"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": "Trier par 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": "Obtenir tous les objets Gong personnalisés Salesforce",
"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": "Exécuter toutes les heures",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
0,
-160
],
"parameters": {
"rule": {
"interval": [
{
"field": "hours"
}
]
}
},
"typeVersion": 1.2
}
],
"pinData": {},
"connections": {
"c46f7b03-8ce0-468d-ac84-fae9ae5b2466": {
"main": [
[
{
"node": "aa24b82b-3d65-4d1e-be04-7e7d5e439587",
"type": "main",
"index": 0
}
]
]
},
"a4f63c5c-a23e-400f-9fa4-40c61756c321": {
"main": [
[
{
"node": "1ebe8eba-5a86-4d17-a629-aa8d2e932693",
"type": "main",
"index": 0
}
]
]
},
"025d3ed7-2bd8-4a88-8834-034036c533c6": {
"main": [
[
{
"node": "96cb8746-3605-4723-b8b5-33bbe8841eaa",
"type": "main",
"index": 0
}
]
]
},
"692e2883-0d1b-4162-8472-6d15c12c8b43": {
"main": [
[
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"node": "aa24b82b-3d65-4d1e-be04-7e7d5e439587",
"type": "main",
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},
"96cb8746-3605-4723-b8b5-33bbe8841eaa": {
"main": [
[
{
"node": "5b5eb2c1-7f80-4211-b835-5188376c6df2",
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]
},
"aa24b82b-3d65-4d1e-be04-7e7d5e439587": {
"main": [
[
{
"node": "a4f63c5c-a23e-400f-9fa4-40c61756c321",
"type": "main",
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]
]
},
"1b226699-d463-42c9-aab0-e328afdb73b9": {
"main": [
[
{
"node": "025d3ed7-2bd8-4a88-8834-034036c533c6",
"type": "main",
"index": 0
}
]
]
},
"1ebe8eba-5a86-4d17-a629-aa8d2e932693": {
"main": [
[
{
"node": "1b226699-d463-42c9-aab0-e328afdb73b9",
"type": "main",
"index": 0
}
]
]
}
}
}Foire aux questions
Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Intermédiaire - Ventes, Produit, Intelligence Artificielle
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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Informations sur le workflow
Niveau de difficulté
Intermédiaire
Nombre de nœuds11
Catégorie3
Types de nœuds9
Description de la difficulté
Auteur
Angel Menendez
@djangelicAngel Menendez is a Staff Developer Advocate at n8n.io, specializing in low-code tools for cybersecurity workflows. From Puerto Rico, Angel's tech journey began by helping his father translate technical books. He later started a web development business and transitioned from a career as a flight attendant to cybersecurity engineering. His workflows have saved companies significant time. Outside work, Angel enjoys time with his two sons, riding electric bikes, reading, and exploring new places.
Liens externes
Voir sur n8n.io →
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