Automate Gong Call Processing & Salesforce Enrichment for AI & CRM
Automate structuring and enriching Gong call data with Salesforce insights, reducing manual data preparation time by 90% and accelerating sales intelligence efforts.
Manually preparing Gong call transcripts and associated metadata for AI analysis or CRM updates is a slow, error-prone process. This workflow automates the extraction, enrichment with Salesforce data, and precise formatting of sales calls, delivering ready-to-use insights for Notion or AI prompts.
Documentation
CallForge - AI-Powered Gong Sales Call Data Preparation
This n8n workflow, named CallForge, is engineered to transform raw Gong sales call data into structured, actionable intelligence. It automates the extraction of call transcripts and metadata, enriches this data with relevant Salesforce information, and formats it for seamless integration with AI models, CRM systems, or knowledge bases like Notion.
Key Features
- Automated Gong Data Extraction: Effortlessly pull detailed call transcripts and comprehensive metadata from Gong.
- Intelligent Speaker Segmentation: Automatically differentiate between internal and external speakers in call transcripts for focused analysis.
- Seamless Salesforce Integration: Enrich call data with vital context from Salesforce Opportunities and Accounts, including company details and sales stages.
- Smart Company Domain Identification: Extract and validate external attendee domains, filtering out generic email providers for accurate company insights.
- Unified Data Output: Consolidate all processed Gong and Salesforce data into a single, AI and Notion-ready JSON blob.
How It Works
The workflow initiates by triggering (e.g., via webhook with a Gong Call ID) to retrieve both the full transcript and extensive metadata for a specified Gong call. It then intelligently processes the transcript, attributing each spoken segment to either an 'Internal' or 'External' speaker before joining the conversation into a coherent text string. Simultaneously, it fetches corresponding Salesforce Opportunity and Account details, enriching the call context. During this process, external attendee email addresses are analyzed to extract valid company domains. Finally, all the aggregated and formatted information is meticulously structured into a comprehensive data object, ready for downstream applications like AI analysis or storage in Notion.