Score Salesforce Deal Momentum with Gmail & Slack in n8n

Score Salesforce Deal Momentum from Gmail + Calendar Activity—Then update Slack automatically

This n8n workflow runs daily to calculate a Salesforce deal momentum score using recent Gmail email activity and Google Calendar meetings, generates a short explanation with Google Gemini, updates custom fields in Salesforce, and posts the results to Slack.

What this workflow does

• Runs daily on a schedule and fetches all Salesforce opportunities.
• Processes each opportunity individually, retrieves full opportunity details, and skips deals without a ContactId.
• Pulls the related Salesforce contact record and skips contacts with a missing email address.
• Searches Gmail and Google Calendar for that contact’s activity over the last 14 days, converting results into engagement counts and recency metrics.
• Combines those engagement metrics with the deal data to calculate a momentum score, momentum band, momentum status, and key positive/negative drivers.
• Sends the scoring output to Google Gemini to generate a brief momentum reason and a recommended next action, then parses the JSON response.
• Updates the Salesforce opportunity with:
  • Momentum_Score__c
  • Momentum_Band__c
  • Momentum_Reason__c
  • Momentum_Last_Updated__c
• Posts a deal momentum update to Slack and waits one minute before moving to the next deal.

Use cases

• Sales ops teams want daily deal health signals based on real prospect communication.
• RevOps managers need automatic Salesforce field enrichment plus team visibility in Slack.
• Automation engineers use it as a reference pattern for combining Gmail + Calendar activity with LLM-generated summaries.

Technical details

• n8n schedule trigger
• Nodes/steps reflected in the workflow: if, set, code, wait, gmail, merge
• Integrations: Salesforce, Gmail, Google Calendar, Google Gemini, Slack

Setup tip: add Salesforce credentials and map the custom fields above; add Gmail credentials and ensure the mailbox is connected.