Automation library · CRM

Route Placetel AI Voice Agent calls to Salesforce CRM

Started by another system calling it, and works across Salesforce. 16 steps, 1 branch: a working afternoon to understand properly.

Medium

Download free
16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 7Logic 4Service 5

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

  1. 1Webhook (Placetel AI)WebhookStarts it
  2. 2Switch nach ActionSwitchLogic
  3. 3Telefon normalisierenCodeLogic
  4. 4SF: Rueckruf-Task anlegenSalesforceService
  5. 5SF: Case anlegenSalesforceService
  6. 6Update-Felder bauenCodeLogic
  7. 7SF: Lead anlegenSalesforceService
  8. 8Antwort: FallbackRespond To WebhookStarts it
  9. 9SF: Kontakt suchenSalesforceService
  10. 10Antwort: RueckrufRespond To WebhookStarts it
  11. 11Antwort: CaseRespond To WebhookStarts it
  12. 12SF: Kontakt PATCHHttp RequestService
  13. 13Antwort: LeadRespond To WebhookStarts it
  14. 14Bestandskunde auswertenCodeLogic
  15. 15Antwort: UpdateRespond To WebhookStarts it
  16. 16Antwort: BestandskundeRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
Salesforce
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Salesforce 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?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

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 16 steps before you point it at anything that matters.