🤝 Manage caller contacts, deals and callbacks with Placetel and Pipedrive

⚡ 18 views · 🤝 CRM & Sales Operations

Description

Quick overview

This workflow exposes a Placetel webhook that routes voice-agent requests to Pipedrive to look up callers, create contacts, log callback or call activities, create deals, and report deal status, returning a short “speech” text for the agent to read back.

How it works

  1. Receives a POST webhook request from Placetel containing an operation plus call metadata.
  2. Extracts the operation and normalizes the caller phone number (German format) from headers/body for consistent matching in Pipedrive.
  3. Routes the request by operation to either search for an existing Pipedrive person, create a person, create a callback activity, fetch a deal, create a deal linked to the caller, or log the call as an activity.
  4. For contact creation, creates a Pipedrive person with email when provided, otherwise creates the person without email to avoid validation errors.
  5. Builds a structured response containing status fields (for example found, created, or IDs) and a speech string.
  6. Returns the response to Placetel via the webhook response so the voice agent can speak the message to the caller.

Setup

  1. Add a Pipedrive credential in n8n and select it on all Pipedrive nodes.
  2. Activate the workflow and copy the production webhook URL for the POST /placetel-pipedrive endpoint.
  3. In Placetel, configure the voice agent tool to POST to this webhook URL and send an operation value (one of check_customer, create_contact, create_callback, deal_status, create_deal, or log_call) in the request body or query.
  4. Ensure Placetel passes the caller number in a request header (for example x-caller-number) or in a body field like phone/caller, and include %%caller_number%% in your agent prompt if you use that pattern.
  5. If you use deal_status, ensure the agent provides a valid deal_id (or id) in the request body.

🔗 Nodes Used

Pipedrive, Webhook

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup