Salesforce
4 results — all source-linked n8n references
Sync Salesforce MQL lead journey timelines with Factors.ai
Quick overview This workflow runs on a schedule to fetch new, unsynced Salesforce leads, pulls account journey activity from the Factors.ai API based on the lead’s email domain, and updates the lead in Salesforce with a formatted journey summary and sync/status fields. How it works Runs on a schedule and loads the last successful run timestamp (defaulting to the last 7 days on first run). Retrieves Salesforce leads created since the last run that match the defined criteria (Demo Request conversion type, not converted, and not yet Factors-synced). Processes leads in batches and checks whether each lead has an email address. For leads with an email, extracts the email domain, waits briefly, and calls the Factors.ai account journey endpoint for that domain. Normalizes the Factors.ai response, searches the returned data for a valid email, and proceeds only when a valid email is found. Updates the Salesforce lead with a formatted journey/activity summary and marks the lead as Factors-synced, or writes a status to Salesforce when the lead has no email or no matching email is found. After all items are processed, commits the current run timestamp as the new last run time to avoid missing
CallForge - 03 - Gong Transcript Processor and Salesforce Enricher
CallForge - AI Gong Transcript PreProcessor Transform your Gong.io call transcripts into structured, enriched, and AI-ready data for better sales insights and analytics. Who is This For? This workflow is designed for: ✅ Sales teams looking to automate call transcript formatting. ✅ Revenue operations (RevOps) professionals optimizing AI-driven insights. ✅ Businesses using Gong.io that need structured, enriched call transcripts for better decision-making. What Problem Does This Workflow Solve? Manually processing raw Gong call transcripts is inefficient and often lacks essential context for AI-driven insights. With CallForge, you can: ✔ Extract and format Gong call transcripts for structured AI processing. ✔ Enhance metadata using sales data from Salesforce. ✔ Classify speakers as internal (sales team) or external (customers). ✔ Identify external companies by filtering out free email domains (e.g., Gmail, Yahoo). ✔ Enrich customer profiles using PeopleDataLabs to identify company details and locations. ✔ Prepare transcripts for AI models by structuring conversations and removing unnecessary noise. What This Workflow Does 1. Retrieves Gong Call Data Calls the Gong API to extract call
Create Salesforce accounts based on Excel File data
This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from an Excel file. For Excel 365 (the online version of Microsoft Excel) check out this workflow instead. To run the workflow: Make sure your Salesforce account is authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready. The workflow uses this example file, but you probably want to use your own data instead. Hit the Execute Workflow button at the bottom of the n8n canvas. Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.
Create and update lead in Salesforce
Companion workflow for Salesforce node docs