n8n Salesforce Partner Attribution Workflow w/ Crossbeam & Claude

Automatically attribute Salesforce partner influence—using Crossbeam evidence + Claude, delivered to Slack

This n8n workflow pulls recently closed-won Salesforce opportunities every Monday, matches partner overlap and ecosystem activity from Crossbeam, optionally enriches with Gong call snippets, and then uses Anthropic Claude to recommend whether each partner was Sourced, Influenced, or has No evidence. The results are compiled into an evidence-backed weekly digest and posted to Slack.

What this workflow does

• Runs weekly: executes every Monday at 08:00.
• Pulls Salesforce closed-won deals: queries Salesforce for recently closed-won opportunities within a configured lookback window and above a minimum amount.
• Avoids duplicates: skips opportunities already recorded in an n8n Data Table.
• Finds Crossbeam partner overlap & activity: for each eligible deal, calls Crossbeam MCP to retrieve overlapping partners for the Salesforce account and relevant Crossbeam ecosystem events during the sales cycle.
• Filters candidate partners: removes ineligible partners (e.g., virtual/offline partners, ignored names, self-domain matches, and partnerships created after the deal close) and keeps a limited set of top candidates plus relevant events.
• Optional Gong enrichment: if enabled, queries the Gong API for calls between opportunity creation and close, extracting snippets that mention any candidate partner.
• Claude attribution with evidence: sends deal context, Crossbeam evidence, and optional Gong mentions to Anthropic Claude to label partners as Sourced, Influenced, or No evidence—with confidence and cited evidence—then selects the best suggestion.
• Posts Slack digest + persists results: publishes weekly totals and per-deal recommendations, then upserts processed deals into the n8n Data Table.

Use cases

• Partner teams needing weekly partner attribution for closed-won Salesforce opportunities.
• SaaS operators automating evidence-backed partner influence reporting across Salesforce, Crossbeam, and Slack.
• Automation engineers standardizing attribution using Claude and structured evidence from Crossbeam (and optionally Gong).

Technical details

• Integrations / nodes: Salesforce, Crossbeam MCP, optional Gong API, Slack, n8n Data Table.
• Automation logic: if, set, code, slack, data table, salesforce.
• AI attribution: Anthropic Claude produces sourced/influenced/no-evidence recommendations with cited evidence and confidence.