Streamline multi-threading and next steps after sales calls
In order to run this workflow, you'll need to use the two templates below:
Once you've copied both of these templates into your workspace, follow the instructions in the video above to:
- Set up "GET Calls" to retrieve calls from Gong
- Send your call data to a separate table for enrichment
- Get the call transcripts and details
- Setup HubSpot lookups and updates
- Send next step notes summarized from Gong call recordings through Slack
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