SALES
Tag Zoom discovery-call objections and append to the Salesforce deal register
When a Zoom discovery call ends, classify every objection raised in the transcript into standard types and append them to a structured objection register on the matching…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom transcript completed for discovery callZoom
- ActionFetch full VTT transcriptZoom
- ActionClassify each objection passage by typeHugging Face
- LogicSkip if no objections detected
- ActionMatch call to Salesforce opportunitySalesforce
- OutputAppend tagged objections to deal registerSalesforce
What it does
After a Zoom discovery call, this workflow reads the transcript, finds each moment a prospect pushed back, and labels it with a standard objection type (price, timing, authority, competitor, status quo, feature gap, trust). It then writes those tagged objections to a running register field on the related Salesforce opportunity so reps and managers have a clean, structured history per deal.
When to use it
Use it when your team runs discovery calls on Zoom and you want objection data captured automatically instead of relying on reps to log it. It is ideal for sales orgs that coach on objection handling and need consistent, queryable data in the CRM rather than scattered call notes.
How it works
The flow triggers on Zoom's `recording.transcript_completed` event. It pulls the VTT transcript, then uses a Hugging Face zero-shot classifier to segment and tag each objection passage. A logic step drops calls with no detected objections. The remaining tagged objections are matched to a Salesforce opportunity by the host's email and meeting topic, then appended to the deal's objection register with timestamps and verbatim quotes.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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