CallForge: Automate Sales Call Insights with AI
detail.loadingPreview
CallForge is an n8n workflow that leverages AI to automatically process and extract valuable insights from your sales calls recorded on Gong. It intelligently creates structured entries in Notion, enriching them with critical sales data from your CRM.
About This Workflow
CallForge revolutionizes how sales teams interact with their call data. This n8n workflow acts as an intelligent processor for your sales calls, specifically integrating with Gong for recordings and Notion for structured data storage. Upon completion of a sales call, CallForge automatically extracts key information, identifies relevant salesforce opportunity and account details, and creates a comprehensive record in a dedicated Notion database. This ensures that every call's context, performance metrics, and associated salesforce data are immediately accessible and organized, providing a 360-degree view for enhanced analysis and decision-making. The workflow is designed for resilience, allowing for reruns on failed calls, and provides real-time progress updates to keep your team informed.
Key Features
- Automated Call Data Extraction: Pulls crucial information from sales calls into a structured format.
- Deep CRM Integration: Seamlessly links call data with Salesforce Opportunities and Accounts.
- Centralized Knowledge Base: Creates organized call summaries and related data in Notion.
- Resilient Processing: Designed to retry failed operations and maintain workflow continuity.
- Real-time Notifications: Keeps stakeholders updated on processing status via Slack.
How To Use
- Connect Your Accounts: Ensure your Notion and Salesforce accounts are properly authenticated within n8n.
- Configure Notion Database: Set up your Notion database with the necessary properties as defined in the workflow (e.g., Call Date, Recording URL, Company Name, Gong Call ID, SF Opp ID, SF Opp Stage, etc.).
- Integrate with Gong Trigger: Set up the 'Execute Workflow Trigger' to activate when new Gong calls are available or processed.
- Map Call Data: Review and adjust the data mapping within the 'Create Notion DB Page' node to align with your specific Gong call data structure and Notion property names.
- Configure Slack Notifications: Set up your Slack credentials and channel ID in the 'Post Slack Receipt' and 'Post Slack Job Complete' nodes for status updates.
- Enable Resilience: The workflow is pre-configured with retry logic for Notion API calls. Monitor the workflow and rerun failed runs as needed using the 'Loop to next call' functionality for failed items.
Apps Used
Workflow JSON
{
"id": "ad241ddd-191a-4541-bbc7-209752f5e7d8",
"name": "CallForge: Automate Sales Call Insights with AI",
"nodes": 21,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: ad241ddd-191a...
About the Author
Free n8n Workflows Official
System Admin
The official repository for verified enterprise-grade workflows.
Statistics
Related Workflows
Discover more workflows you might like
AI-Powered Upwork Proposal Automation Suite
This n8n workflow leverages AI to automate the entire freelance proposal process, from crafting personalized application text to generating professional Google Doc proposals and visual workflow diagrams. It significantly reduces manual effort, allowing freelancers to scale their client acquisition rapidly and effectively.
AI-Powered Stack Overflow Lead Generation
Unleash the power of AI to automatically scrape valuable lead data from Stack Overflow user profiles. This workflow intelligently identifies and extracts key information like names, locations, skills, and reputation, then seamlessly organizes it into your Google Sheet for effortless lead management.
Automate LinkedIn Job Change Monitoring and Role Classification
Proactively track career shifts within your LinkedIn network. This n8n workflow utilizes Airtop to automatically extract detailed job change information, including new positions, LinkedIn profiles, and functional classifications, enabling timely outreach and CRM updates.