Automation library · CRM

Manage caller contacts, deals and callbacks with Placetel

Started by another system calling it, and works across Pipedrive. 26 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large

Download free
26 stepsLarge: read it before trusting it with anything live
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 8Logic 10Service 8

The steps in the order they run, from what starts it.

  1. 1Placetel WebhookWebhookStarts it
  2. 2Parse RequestCodeLogic
  3. 3Route by OperationSwitchLogic
  4. 4Pipedrive: Search Person by PhonePipedriveService
  5. 5Has Email?IfLogic
  6. 6Pipedrive: Create Callback ActivityPipedriveService
  7. 7Pipedrive: Get DealPipedriveService
  8. 8Pipedrive: Find Person for DealPipedriveService
  9. 9Pipedrive: Log Call ActivityPipedriveService
  10. 10Build Fallback ReplyCodeLogic
  11. 11Build Customer ReplyCodeLogic
  12. 12Pipedrive: Create Person (Email)PipedriveService
  13. 13Pipedrive: Create Person (No Email)PipedriveService
  14. 14Build Callback ReplyCodeLogic
  15. 15Build Deal Status ReplyCodeLogic
  16. 16Pipedrive: Create DealPipedriveService
  17. 17Build Log ReplyCodeLogic
  18. 18Respond: FallbackRespond To WebhookStarts it
  19. 19Respond: CustomerRespond To WebhookStarts it
  20. 20Build Contact ReplyCodeLogic
  21. 21Respond: CallbackRespond To WebhookStarts it
  22. 22Respond: Deal StatusRespond To WebhookStarts it
  23. 23Build Deal ReplyCodeLogic
  24. 24Respond: LogRespond To WebhookStarts it
  25. 25Respond: ContactRespond To WebhookStarts it
  26. 26Respond: DealRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
26, with 2 branches
Size
Large: read it before trusting it with anything live
Connects to
Pipedrive
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Pipedrive account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 26 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 26 steps before you point it at anything that matters.