ManualTrigger Automate

Target Audience

• 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

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

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.