XALON Tools™
CallForge 01 Filter Gong Calls Synced to Salesforce by Opportunity Stage
CallForge 01 Filter Gong Calls Synced to Salesforce by Opportunity Stage
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Say goodbye to irrelevant Gong call data cluttering your AI workflows!
This automation filters Gong.io calls based on Salesforce opportunity stages — ensuring only the most relevant calls are passed to downstream systems for summarization, analysis, or review.
Ideal for sales ops teams, RevOps, or anyone using Gong + Salesforce to power AI workflows or CRM enrichment.
What it does:
🔍 Retrieves recent Gong.io calls synced with Salesforce
🎯 Filters calls by opportunity stage (e.g., Demo, Proposal, Closed Won)
📂 Outputs only qualified calls for processing by downstream AI workflows
📄 Optional: logs filtered calls to a Google Sheet or Notion for visibility
⚙️ Keeps your pipeline clean and your AI focused on high-value conversations
✅ Setup guide & importable automation included
Need help setting it up? We offer full configuration and testing for a one-time fee.
