1.Captures new call via webhook
Integrate Gong and CRM data capture tools to trigger the workflow on each new recorded call for call transcript processing.
Create author and project signals from sales calls
Automatically monitor new call recordings across Gong and transcription endpoints. Extract customer mentioned projects and authors from transcriptsβso account teams can create evidence backed CRM signal records without manual CRM cleanup.
How this automation creates author and project signals
When new call recordings arrive without structured CRM context, follow up slows and notes lose evidence. This automation extracts customer mentioned projects and authors, then creates signal records with evidence and traceable Call IDβso your team can act fast.
Gongor swap with your favorite app
2.Finds prior signal records
Integrate Salesforce and CRM query tools to find recent matching signal context by account identifier for reuse.
Salesforceor swap with your favorite app
3.Fetches transcript payload
Integrate Webhooks by Zapier and transcription endpoints to request the call transcript JSON using the Call ID.
Webhooks by Zapieror swap with your favorite app
4.Extracts mentions and evidence
Integrate AI by Zapier and AI extraction assistants to extract projects, authors, and evidence lists from the transcript.
AI by Zapieror swap with your favorite app
5.Creates signal record in CRM
Integrate Salesforce and CRM record tools to create a new signal record with evidence and originating Call ID for traceability.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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