Gong Transcript Processor and Salesforce Enricher

This n8n workflow processes Gong call transcripts, extracts relevant information, and enriches Salesforce records. It's designed to automate the post-call analysis and CRM update process, ensuring sales data is consistently updated with valuable insights from customer interactions.

What it does

This workflow is triggered by an external system (likely another n8n workflow or a webhook) that provides Gong call data. It then performs the following key steps:

1. Receives Gong Call Data: Listens for incoming data, specifically expecting a transcript field containing the call's full transcript and a callId for identification.
2. Extracts Key Information: Uses a Code node to process the raw transcript. This node is responsible for extracting structured data such as:
   • customerPainPoints: Identified pain points mentioned by the customer.
   • customerNeeds: Specific needs expressed by the customer.
   • nextSteps: Agreed-upon next steps from the call.
   • sentiment: The overall sentiment of the call.
   • summary: A concise summary of the call.
   • actionItems: Any action items arising from the discussion.
3. Transforms Data:
   • The Edit Fields (Set) node likely standardizes or renames fields for consistency.
   • The Split Out node prepares the extracted data for individual processing or merging.
4. Aggregates Data: The Aggregate node combines various pieces of extracted and transformed data into a unified structure.
5. Enriches Salesforce: The final Salesforce node takes the processed and aggregated data to update or create records in Salesforce, linking the call insights to relevant opportunities, contacts, or accounts.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• Gong Integration (External): An external mechanism (e.g., another n8n workflow, a webhook from Gong) that triggers this workflow with Gong call transcript data. This workflow expects transcript and callId fields.
• Salesforce Account: Access to a Salesforce instance with appropriate permissions to create/update records.
• Salesforce n8n Credential: An n8n credential configured for your Salesforce account.
• Custom Code Logic: The Code node requires custom JavaScript logic to parse and extract specific information from the Gong transcript. This logic needs to be tailored to your specific extraction requirements (e.g., using regex, NLP libraries, or external AI services if integrated within the code).

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Set up your Salesforce credential within n8n.
3. Customize Code Node:
   • Open the Code node and review its JavaScript logic. You will need to implement the actual parsing and extraction of customerPainPoints, customerNeeds, nextSteps, sentiment, summary, and actionItems from the incoming transcript data. This might involve calling an external AI service (like OpenAI) or using local string processing.
4. Configure Salesforce Node:
   • Open the Salesforce node and configure the operation (e.g., "Update Record", "Create Record").
   • Map the fields from the previous nodes (e.g., customerPainPoints, summary, callId) to the corresponding fields in your Salesforce objects (e.g., Opportunity, Task, Call Log). Ensure the callId is used to identify or link to the correct Salesforce record.
5. Activate the Workflow: Once configured, activate the workflow.
6. Trigger the Workflow: Ensure your external Gong integration is set up to send call transcript data to this workflow's Execute Workflow Trigger node. The incoming data should contain at least a transcript and a callId field.