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CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage

n8n template #3031
Workflow Description Who is this for? This workflow is designed for sales and revenue teams using Gong and Salesforce to track and analyze sales calls. It helps automate the extraction, filtering, and preprocessing of Gong call data for further AI analysis. What problem is this solving? Sales teams often generate large amounts of call data, but not all calls are relevant for deeper analysis. This workflow filters calls based on predefined criteria, extracts relevant metadata, and formats the data before passing it to an AI processing pipeline. What this workflow does Triggers on new Gong calls synced to Salesforce every hour. Filters calls based on opportunity stage (Discovery or Meeting Boo

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Prompt

Help me set up the n8n workflow "CallForge - 01 - Filter Gong Calls Synced to Salesforce by Opportunity Stage" (https://n8n.io/workflows/3031). It uses: Salesforce, Gong. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

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