# CallForge - 01 - filter Gong calls synced: n8n workflow

> Started by a clock, and works across Salesforce. 9 steps, 2 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/callforge-01-filter-gong-calls-synced (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# CallForge - 01 - filter Gong calls synced

Started by a clock, and works across Salesforce. 9 steps, 2 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcallforge-01-filter-gong-calls-synced)

**9 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Logic 5 Service 2

The steps in the order they run, from what starts it.

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Run Hourly** Schedule trigger *Starts it*
- 3 **Get all custom Salesforce Gong Objects** Salesforce *Service*
- 4 **Sort by date** Sort *Logic*
- 5 **Check if Opportunity Stage is Meeting Booked or Discovery** If *Logic*
- 6 **Check if Primary Opportunity Contains Value** If *Logic*
- 7 **Get Gong Call** Gong *Service*
- 8 **Format call into correct JSON Object** Set *Logic*
- 9 **Pass to Gong Call Preprocessor** Execute Workflow *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 9, with 2 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Salesforce
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Salesforce account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcallforge-01-filter-gong-calls-synced)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**LoneScale - Push contacts to track from Salesforce to LoneScale** 9 steps · Salesforce](https://millionrounds.com/workflow/lonescale-push-contacts-to-track-from-salesforce-to-lonescal)
- [**Provision new employee accounts** 9 steps · Gmail, Jira](https://millionrounds.com/workflow/provision-new-employee-accounts)
- [**Multi-channel campaign messaging with OpenAI and Salesforce** 9 steps · calls a model · Email, Salesforce](https://millionrounds.com/workflow/multi-channel-campaign-messaging-with-openai-and-salesforce)
- [**Resilient AI Opportunity Scoring Engine with Salesforce** 9 steps · calls a model · Postgres, Salesforce](https://millionrounds.com/workflow/resilient-ai-opportunity-scoring-engine-with-salesforce)
- [**Automate stale deal follow-ups in Salesforce with OpenAI** 10 steps · calls a model · Email, Salesforce](https://millionrounds.com/workflow/automate-stale-deal-follow-ups-in-salesforce-with-openai)
- [**Personalized hotel reward emails for high-spenders** 8 steps · calls a model · Salesforce](https://millionrounds.com/workflow/personalized-hotel-reward-emails-for-high-spenders)