---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: When a sales intro call completes in Gong, this agent prompts the rep
to log notes and update the opportunity in Salesforce, ensuring pipeline accuracy.
name: Updated CRM Based on Sales Call
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EYour+Gong+call+with+%3Cb%3EApex+Industries%3C%2Fb%3E+for+the+%3Ci%3EQ3+Expansion%3C%2Fi%3E+opportunity+has+finished.+Based+on+the+transcript%2C+I%27ve+drafted+the+following+summary+and+suggest+updating+the+opportunity+stage.%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3ENotes%3A%3C%2Fb%3E+Customer+mentioned+their+implementation+timeline+is+aggressive+and+they+are+looking+to+make+a+decision+by+the+end+of+the+month.+They+need+an+SOW+by+EOD+tomorrow+to+review.%3C%2Fli%3E%3Cli%3E%3Cb%3EStage%3A%3C%2Fb%3E+Proposal%2FPrice+Quote%3C%2Fli%3E%3Cli%3E%3Cb%3ENext+Step%3A%3C%2Fb%3E+Send+SOW+by+EOD+tomorrow.%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHow+does+this+look%3F%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Call+with+Apex+Industries%22%2C%22connectorName%22%3A%22gong%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Update+Salesforce%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22Edit%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Discard%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDone.+I%27ve+updated+the+opportunity+in+Salesforce.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Apex+Industries+-+Q3+Expansion%22%2C%22connectorName%22%3A%22salesforce%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%2C%22assistantConfig%22%3A%7B%22userName%22%3A%22Moveworks%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%7D%2C%22userConfig%22%3A%7B%22userName%22%3A%22You%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%7D%7D
solution_tags:
- Sales
systems:
- gong
- salesforce
---