Manage caller contacts, deals and callbacks with Placetel and Pipedrive
Ready for 3.0What this workflow does
This workflow has 26 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Pipedrive.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Parse Request (Code): runs custom JavaScript code
- Route by Operation (Switch): routes items into 6 branches
- Pipedrive: search (person)
- Has Email? (If): checks a condition and branches into true / false
- Pipedrive: work with activity
- Pipedrive: get
- Pipedrive: search (person)
- Pipedrive: work with activity
- Build Fallback Reply (Code): runs custom JavaScript code
- Build Customer Reply (Code): runs custom JavaScript code
…plus 15 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (6)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Switch
n8n-nodes-base.switch - Pipedrive
n8n-nodes-base.pipedrive - Respond to Webhook
n8n-nodes-base.respondToWebhook - If
n8n-nodes-base.if
From the author
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…