{"product_id":"n8n-salesforce-partner-attribution-workflow-w-crossbeam-claude","title":"n8n Salesforce Partner Attribution Workflow w\/ Crossbeam \u0026 Claude","description":"\u003ch3\u003eAutomatically attribute Salesforce partner influence—using Crossbeam evidence + Claude, delivered to Slack\u003c\/h3\u003e\n\u003cp\u003eThis 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 \u003cstrong\u003eSourced\u003c\/strong\u003e, \u003cstrong\u003eInfluenced\u003c\/strong\u003e, or has \u003cstrong\u003eNo evidence\u003c\/strong\u003e. The results are compiled into an evidence-backed weekly digest and posted to \u003cstrong\u003eSlack\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRuns weekly:\u003c\/strong\u003e executes every Monday at \u003cstrong\u003e08:00\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePulls Salesforce closed-won deals:\u003c\/strong\u003e queries Salesforce for recently closed-won opportunities within a configured lookback window and above a minimum amount.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAvoids duplicates:\u003c\/strong\u003e skips opportunities already recorded in an \u003cstrong\u003en8n Data Table\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFinds Crossbeam partner overlap \u0026amp; activity:\u003c\/strong\u003e for each eligible deal, calls \u003cstrong\u003eCrossbeam MCP\u003c\/strong\u003e to retrieve overlapping partners for the Salesforce account and relevant Crossbeam ecosystem events during the sales cycle.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFilters candidate partners:\u003c\/strong\u003e 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.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOptional Gong enrichment:\u003c\/strong\u003e if enabled, queries the \u003cstrong\u003eGong API\u003c\/strong\u003e for calls between opportunity creation and close, extracting snippets that mention any candidate partner.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClaude attribution with evidence:\u003c\/strong\u003e sends deal context, Crossbeam evidence, and optional Gong mentions to \u003cstrong\u003eAnthropic Claude\u003c\/strong\u003e to label partners as Sourced, Influenced, or No evidence—with confidence and cited evidence—then selects the best suggestion.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePosts Slack digest + persists results:\u003c\/strong\u003e publishes weekly totals and per-deal recommendations, then upserts processed deals into the n8n Data Table.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003ePartner teams needing \u003cstrong\u003eweekly partner attribution\u003c\/strong\u003e for closed-won Salesforce opportunities.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators automating \u003cstrong\u003eevidence-backed partner influence reporting\u003c\/strong\u003e across Salesforce, Crossbeam, and Slack.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers standardizing attribution using \u003cstrong\u003eClaude\u003c\/strong\u003e and structured evidence from Crossbeam (and optionally Gong).\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations \/ nodes:\u003c\/strong\u003e \u003cstrong\u003eSalesforce\u003c\/strong\u003e, \u003cstrong\u003eCrossbeam MCP\u003c\/strong\u003e, optional \u003cstrong\u003eGong API\u003c\/strong\u003e, \u003cstrong\u003eSlack\u003c\/strong\u003e, \u003cstrong\u003en8n Data Table\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAutomation logic:\u003c\/strong\u003e \u003cstrong\u003eif\u003c\/strong\u003e, \u003cstrong\u003eset\u003c\/strong\u003e, \u003cstrong\u003ecode\u003c\/strong\u003e, \u003cstrong\u003eslack\u003c\/strong\u003e, \u003cstrong\u003edata table\u003c\/strong\u003e, \u003cstrong\u003esalesforce\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAI attribution:\u003c\/strong\u003e \u003cstrong\u003eAnthropic Claude\u003c\/strong\u003e produces sourced\/influenced\/no-evidence recommendations with cited evidence and confidence.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46164146782387,"sku":"N8N-20521","price":56.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/ozgAu3MddzUx8J0YRsKCJ_UTkFzRSJ.png?v=1791277335","url":"https:\/\/buyflowscripts.com\/products\/n8n-salesforce-partner-attribution-workflow-w-crossbeam-claude","provider":"N8N Commerce","version":"1.0","type":"link"}