CallForge - Gong Calls Data Extraction and Processing Workflow
This workflow automatically extracts and processes sales call records through integration with Salesforce and Gong, filtering for the latest call data and converting it into a standardized JSON format. It regularly retrieves call information from the past four hours, filtering for valid calls to ensure efficient data utilization. Ultimately, the organized data will be passed to the AI processing module for intelligent analysis of sales data, helping the sales team improve performance and customer satisfaction.
Workflow Name
CallForge - Gong Calls Data Extraction and Processing Workflow
Key Features and Highlights
This workflow leverages deep integration with Salesforce and Gong to automatically retrieve and filter the latest sales call records, extract key call information and metadata, convert them into a standardized JSON format, and deliver the data to an AI preprocessing sub-workflow. This enables intelligent analysis and efficient utilization of sales call data.
- Scheduled triggers to automatically pull Gong call data from the past 4 hours
- Filters valid calls based on sales opportunity stages (“Meeting Booked” or “Discovery”) and primary sales opportunity fields
- Formats call details including time, duration, user, call direction, and rich metadata
- Supports manual test triggering for debugging and validation
- Delivers processed data to subsequent AI modules for automated sales insights
Core Problems Addressed
Sales teams often struggle with efficiently organizing and analyzing large volumes of call records. This workflow automates the filtering and formatting of call data, ensuring only calls that meet critical sales stage and opportunity criteria are processed, significantly improving the efficiency of sales data utilization and business insight generation.
Use Cases
- Sales operations teams needing regular access to and analysis of sales call content to optimize sales processes
- Customer success teams aiming to track key customer interactions in real time to enhance customer satisfaction
- Data analysts integrating sales call data to build sales performance and behavioral models
- AI-driven sales assistants requiring standardized call input data for intelligent analysis
Main Process Steps
- Trigger the workflow on a schedule (hourly) or manually for testing
- Retrieve all Gong custom call objects from Salesforce within the last 4 hours
- Sort call records by creation time in descending order
- Verify if the associated sales opportunity stage is “Meeting Booked” or “Discovery”
- Check if the primary sales opportunity field contains a valid value
- Obtain detailed Gong call content and metadata
- Format the call information into a standardized JSON object with comprehensive call details
- Pass the formatted data to the “Gong Call Preprocessor” sub-workflow for subsequent AI processing
Systems and Services Involved
- Salesforce: Retrieve Gong Call custom objects and related sales opportunity data
- Gong: Access call recordings and transcription details
- n8n Automation Platform: Scheduling, conditional logic, data formatting, and workflow management
- Custom AI Preprocessing Workflow (Gong Call Preprocessor)
Target Users and Value
- Sales teams and sales operations managers: Enhance sales call management efficiency and effectiveness through automation and intelligence
- Data analysts and BI teams: Obtain structured sales call data to support in-depth analysis and reporting
- AI developers and automation engineers: Build intelligent applications based on sales call data to elevate business decision-making
- Enterprise customer service and customer success teams: Monitor key customer communications in real time to improve customer relationship management quality
The CallForge workflow establishes an automated data pipeline from Gong sales call data to intelligent analysis, empowering enterprises to gain deeper insights into sales conversations, optimize sales strategies, and improve overall sales performance and customer satisfaction.