# Manage caller contacts, deals and callbacks with Placetel: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/manage-caller-contacts-deals-and-callbacks-with-placetel (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-caller-contacts-deals-and-callbacks-with-placetel)

**26 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 8 Logic 10 Service 8

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

- 1 **Placetel Webhook** Webhook *Starts it*
- 2 **Parse Request** Code *Logic*
- 3 **Route by Operation** Switch *Logic*
- 4 **Pipedrive: Search Person by Phone** Pipedrive *Service*
- 5 **Has Email?** If *Logic*
- 6 **Pipedrive: Create Callback Activity** Pipedrive *Service*
- 7 **Pipedrive: Get Deal** Pipedrive *Service*
- 8 **Pipedrive: Find Person for Deal** Pipedrive *Service*
- 9 **Pipedrive: Log Call Activity** Pipedrive *Service*
- 10 **Build Fallback Reply** Code *Logic*
- 11 **Build Customer Reply** Code *Logic*
- 12 **Pipedrive: Create Person (Email)** Pipedrive *Service*
- 13 **Pipedrive: Create Person (No Email)** Pipedrive *Service*
- 14 **Build Callback Reply** Code *Logic*
- 15 **Build Deal Status Reply** Code *Logic*
- 16 **Pipedrive: Create Deal** Pipedrive *Service*
- 17 **Build Log Reply** Code *Logic*
- 18 **Respond: Fallback** Respond To Webhook *Starts it*
- 19 **Respond: Customer** Respond To Webhook *Starts it*
- 20 **Build Contact Reply** Code *Logic*
- 21 **Respond: Callback** Respond To Webhook *Starts it*
- 22 **Respond: Deal Status** Respond To Webhook *Starts it*
- 23 **Build Deal Reply** Code *Logic*
- 24 **Respond: Log** Respond To Webhook *Starts it*
- 25 **Respond: Contact** Respond To Webhook *Starts it*
- 26 **Respond: Deal** Respond To Webhook *Starts 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-caller-contacts-deals-and-callbacks-with-placetel)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Pipedrive](https://millionrounds.com/workflows?service=Pipedrive#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Sync CRM contacts with Mailchimp and Pipedrive** 15 steps · Mailchimp, Pipedrive](https://millionrounds.com/workflow/sync-crm-contacts-with-mailchimp-and-pipedrive)
- [**Two way sync Pipedrive and MySQL** 14 steps · MySQL, Pipedrive](https://millionrounds.com/workflow/two-way-sync-pipedrive-and-mysql)
- [**Connect Pipedrive deal outcomes to GA4 & Google Ads** 13 steps · Pipedrive](https://millionrounds.com/workflow/connect-pipedrive-deal-outcomes-to-ga4-and-google-ads)
- [**Public transport delay tracker with Pipedrive** 11 steps · Pipedrive](https://millionrounds.com/workflow/public-transport-delay-tracker-with-pipedrive)
- [**Generate daily Pipedrive deal summaries with OpenAI** 10 steps · calls a model · Pipedrive](https://millionrounds.com/workflow/generate-daily-pipedrive-deal-summaries-with-openai)
- [**Qualify replies from Pipedrive persons with OpenAI and Gmail** 10 steps · calls a model · Gmail, Pipedrive](https://millionrounds.com/workflow/qualify-replies-from-pipedrive-persons-with-openai-and-gmail)