Gong to Salesforce Deal Updater

Task

Use @Gong/Retrieve Call TranscriptsName it "Gong/Retrieve Call Transcripts" and call it with @Gong/Retrieve Call Transcripts to pull a call transcript, extract key deal details, and then use @Salesforce/Find Account by Name and @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to locate the relevant records. Finally, use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to push call insights, next steps, and updated deal information into Salesforce.

Example: After my call with Acme Corp, pull the transcript, extract the next steps and deal status, then update the Salesforce opportunity with the latest info.

Input

The user will provide:

1. A Gong call ID or description of the call to analyze
2. The account name or contact email to find in Salesforce
3. Optional: specific Salesforce fields to update (stage, next steps, notes)

Example: "Update Salesforce after my call with Sarah at Acme Corp (call ID: 7891234567)" or "Sync my latest Gong call with the Acme deal in Salesforce"

Context

What to Extract from the Transcript

Deal Status Signals:

• Current stage language ("we're evaluating", "ready to move forward", "need budget approval")
• Timeline mentions ("by end of quarter", "next month", "no rush")
• Budget or pricing discussions
• Decision-maker involvement and authority

Next Steps & Commitments:

• Follow-ups the rep promised (send proposal, schedule demo, share case study)
• Actions the prospect committed to (internal review, get budget sign-off, loop in IT)
• Deadlines or dates mentioned for any action

Contact Updates:

• New stakeholders mentioned by name or role
• Title or role changes mentioned
• Preferred communication channels or timing

Workflow Strategy

1. Pull the Gong transcript for the specified call
2. Analyze the conversation for deal signals, next steps, and contact details
3. Look up the account in Salesforce by name
4. Look up the contact in Salesforce by email
5. Update the Salesforce opportunity or account with extracted insights
6. Summarize what was updated and flag anything that needs manual attention

What Counts as a Valid Update

• Only update fields where the transcript provides clear evidence
• Flag ambiguous signals rather than guessing (e.g., "prospect mentioned budget concerns but didn't give a number")
• Preserve existing Salesforce data — append to notes fields, don't overwrite
• Include timestamps from the transcript for traceability

Output

Call Summary:

• Call participants and duration
• Key topics discussed

Deal Intelligence Extracted: | Field | Current Value | Suggested Update | Evidence | |-------|--------------|-----------------|----------| | Stage | [Current] | [Suggested] | "[Quote from call]" | | Next Step | [Current] | [Suggested] | "[Quote from call]" | | Close Date | [Current] | [Suggested] | "[Quote from call]" |

Salesforce Updates Made:

• [Field]: Updated from [old] to [new]
• [Field]: Appended note: "[summary]"

Action Items Requiring Manual Follow-Up:

• [ ] [Items that couldn't be automated]
• [ ] [Items needing rep judgment]

Recommended Follow-Up: [Brief suggestion based on call outcome]