cotera

Gong to Salesforce Deal Updater

Pull call insights from Gong and push them straight into Salesforce. No more manual CRM updates after every call.

CRM hygieneDeal managementPipeline accuracyPost-call workflow

The Challenge

After every sales call, reps are supposed to update Salesforce with next steps, deal stage changes, and notes. In reality, most of that context lives in Gong and never makes it to the CRM. This prompt bridges that gap automatically — pulling insights from call transcripts and writing them directly into Salesforce.

What This Prompt Does

Extract Deal Signals

Parse transcripts for stage changes, budget mentions, and timeline shifts

Find Salesforce Records

Look up accounts and contacts so updates land on the right records

Push CRM Updates

Write next steps, notes, and field changes into Salesforce automatically

Flag Manual Items

Surface ambiguous signals that need the rep's judgment before updating

The Prompt

The Prompt

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]

Example Usage

Try asking:

  • →"Update the Acme Corp deal in Salesforce from my latest Gong call"
  • →"Sync call 7891234567 with the Salesforce opportunity for Initech"
  • →"Pull next steps from my Gong calls today and push them to Salesforce"