Log every Gong call to Salesforce and draft the rep's follow-up email
After each Gong call, an agent files a structured note on the Salesforce opportunity, creates tasks for every committed next step, and drafts the rep's follow-up email in Gmail.
Integrations
Gong
Salesforce
Gmail
Type
Categories
- Sales
Build me an agent workflow that runs every time Gong records a new sales call. Trigger: poll Gong for new_call.
When a new call fires, the agent should:
1. Use Gong's Get Call Transcripts to pull the full transcript for the new call, plus the participant list so we know who was on it.
2. Identify the prospect's company by taking the email domain of any external (non-employee) participant. Ignore generic domains like gmail.com, outlook.com, etc.
3. Run a Salesforce SOQL Query to find the matching Account by Website or matching Contact by Email domain, and from there the most recent open Opportunity on that Account. Also resolve the primary Contact who was on the call. If nothing matches, skip the Salesforce write steps but still draft the email (see step 6) and note in the draft that the rep needs to create the Salesforce record.
4. Use Salesforce Add Note to Opportunity to attach a structured recap to the matched opportunity. The note should have clearly labeled sections for: Summary, Pain Points, Objections, Competitor Mentions, Next Steps, and Decision Criteria. Keep it scannable, not a transcript dump.
5. For each next step the rep verbally committed to on the call (e.g. "I'll send pricing by Friday", "I'll loop in our security team next week"), use Salesforce Create Task to create a task. Set the subject to the commitment, the due date to the date discussed (or a sensible default like 3 business days if no date was mentioned), assign it to the call owner, and link it to the matched Opportunity and Contact.
6. Use Gmail Create a Draft to draft a follow-up email from the rep (the call owner) addressed to the primary external participant. The draft should reference 2 to 3 specific moments from the call by paraphrasing them, restate the next steps and timelines, and mention any collateral the rep promised (one-pagers, security docs, ROI calculator, etc.). Leave the draft in the rep's Gmail drafts. Do not send it.
Tone for the email: warm, concise, written in the rep's voice, no marketing fluff, no em dashes. Subject line should reference the company name and the call topic.
Integrations: Gong, Salesforce, Gmail.
What it does
- Reads the Gong transcript from every new recorded call and pulls out pain points, objections, competitor mentions, and the next steps the rep agreed to.
- Finds the matching Salesforce opportunity and contact from the prospect's email domain, then files a clean recap note on the opportunity.
- Creates a Salesforce task for each next step the rep committed to, due on the date discussed on the call.
- Drafts a follow-up email in the rep's Gmail that references specific moments from the call and any collateral that was promised, ready to review and send.
What you’ll need
- A Gong account with access to call recordings and transcripts.
- A Salesforce login that can read opportunities and contacts and write notes and tasks.
- A Gmail account for the rep who ran the call so the draft lands in their drafts folder.
How to customize it
- Change which calls qualify, for example only calls tagged as discovery or only calls owned by the AE team.
- Tune the recap structure, such as adding a MEDDPICC, BANT, or competitor section to the note.
- Adjust the email draft tone and length, or have it skip the draft step entirely for internal calls.
Use cases
- Meeting Workflows
- Email Automation
- Data Sync
