A client call — one summary with deal data

The scenario merges the call transcript with the deal and account data from the CRM into one ready summary.

  • Pulls the call details and transcript
  • Fetches deal data from the CRM
  • Assembles it into one summary
  • Prepares the data for further work
Salesforce
Set it upScriptera

How it works

To connect Salesforce and , you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Execute Workflow Trigger
  2. Then: Get transcript
  3. Then: Join Transcript to String
  4. Check: Merge call and transcript Data
  5. Then: Join Affiliation
  6. Then: Join conversation
  7. Then: Get External Attendees Emails
  8. Then: Get Opp Data
  9. Then: Extract SF Opp Data
  10. Check: Combine Salesforce Opp Data
  11. Then: Aggregate Salesforce data
  12. Check: Merge Enriched Transcript Data
  13. Then: Isolate Notion Data
  14. Then: Get account data
  15. Then: Extract SF Opp Data1
  16. Then: Aggregate Gong Call Transcript
  17. Then: Retrieve detailed call data
  18. Then: Extract Call Data

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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