Turn recorded sales calls into clean data your team can use. The flow pulls Gong transcripts and links them with Salesforce deals and accounts. Ideal for sales ops that want fast, structured notes ready for AI or CRM updates.

A parent n8n workflow triggers this one to start. Two HTTP requests collect call details and the full transcript from Gong. Set and Code nodes join the transcript, label each line as Internal or External speaker, and format a single conversation string. A SplitOut node extracts call metadata, while Salesforce nodes fetch the related opportunity and account. Merge and Aggregate nodes combine everything into one payload with company name and deal fields that downstream tools can use.

You need Gong and Salesforce access with valid credentials. Add the credentials in n8n, pass a call ID from your parent workflow, and run a sample to see the final data object. Teams can cut review time, improve deal context, and create consistent summaries for handoff, coaching, and pipeline updates.

• Reusable subflow triggered by Execute Workflow Trigger for easy orchestration
• HTTP requests pull detailed call data and full transcripts from Gong
• Set and Code nodes join transcript text and mark speakers as Internal or External
• SplitOut extracts key call metadata for enrichment
• Salesforce nodes fetch opportunity and account records for the same company
• Merge and Aggregate nodes build one clean conversation string
• Extraction steps map company name, emails, and deal fields into a final payload
• Output is ready for AI prompts, summaries, or storage in downstream tools

• Reduce manual call review from 45 minutes to 5 minutes
• Automate 80% of transcript cleanup and speaker tagging
• Improve CRM context accuracy by 30% with Salesforce data
• Connect Gong and Salesforce data in one place
• Handle up to 10 times more calls without extra staff

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Gong and Salesforce. See the Tools Required section above for links to create accounts with these services.
3. Open the HTTP Request node named Retrieve detailed call data. In the Credential to connect with field, click Create new credential and choose HTTP Header Auth. Add an Authorization header with your Gong token or basic key as provided by your Gong admin. Save the credential.
4. Open the HTTP Request node named Get transcript. Select the same Gong credential you created so both Gong calls use the same auth.
5. Open the Salesforce nodes Get Opp Data and Get account data. In each, click Create new credential, choose Salesforce OAuth2, and follow the on screen steps to sign in and approve access. Name the credential so your team can recognize it.
6. Decide how you will pass the call ID. If you have a parent workflow, send the call ID into this subflow. For a quick test, set a known call ID in the Get transcript request body.
7. Review the Join Transcript to String and Join Affiliation nodes. Confirm the speaker fields match your Gong data. Adjust the Internal or External mapping if your speaker IDs differ.
8. Check the Get External Attendees Emails mapping. Make sure it points to the correct attendee email fields from the Gong call details.
9. Run a test execution. Inspect the outputs of Merge Enriched Transcript Data and Isolate Notion Data. You should see a single conversation string, external attendee emails, company name, and deal fields from Salesforce.
10. If you see 401 or 403 errors on Gong requests, verify the Authorization header and user access. If Salesforce returns no data, confirm permissions and that the lookup criteria match your records. If the transcript is empty, confirm the call ID exists and your Gong user can view it.