# Route Placetel AI voice agent requests into HubSpot CRM: n8n workflow

> Started by another system calling it, and works across HubSpot. 32 steps, 2 branches: large, and worth reading before you trust it with anything live.

Source: https://millionrounds.com/workflow/route-placetel-ai-voice-agent-requests-into-hubspot-crm (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)

# Route Placetel AI voice agent requests into HubSpot CRM

Started by another system calling it, and works across HubSpot. 32 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-placetel-ai-voice-agent-requests-into-hubspot-crm)

**32 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 9 Logic 13 Service 10

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

- 1 **Webhook Placetel AI** Webhook *Starts it*
- 2 **Request router** Switch *Logic*
- 3 **HubSpot: Find contact (existing customer)** Hubspot *Service*
- 4 **HubSpot: Find contact (new contact)** Hubspot *Service*
- 5 **HubSpot: Find contact (callback)** Hubspot *Service*
- 6 **HubSpot: Get ticket** Hubspot *Service*
- 7 **HubSpot: Find contact (new ticket)** Hubspot *Service*
- 8 **HubSpot: Find contact (call note)** Hubspot *Service*
- 9 **Build response (unknown)** Code *Logic*
- 10 **Build response (existing customer)** Code *Logic*
- 11 **Contact exists?** If *Logic*
- 12 **Build task data** Code *Logic*
- 13 **Build response (ticket by ID)** Code *Logic*
- 14 **Resolve contact ID** Code *Logic*
- 15 **Build call data** Code *Logic*
- 16 **Respond (unknown)** Respond To Webhook *Starts it*
- 17 **Respond (existing customer)** Respond To Webhook *Starts it*
- 18 **Build response (exists)** Code *Logic*
- 19 **HubSpot: Create or update contact** Hubspot *Service*
- 20 **HubSpot: Create task** Hubspot *Service*
- 21 **Respond (ticket by ID)** Respond To Webhook *Starts it*
- 22 **HubSpot: Create ticket** Hubspot *Service*
- 23 **HubSpot: Log call** Hubspot *Service*
- 24 **Respond (exists)** Respond To Webhook *Starts it*
- 25 **Build response (created)** Code *Logic*
- 26 **Build response (callback)** Code *Logic*
- 27 **Build response (new ticket)** Code *Logic*
- 28 **Build response (call note)** Code *Logic*
- 29 **Respond (created)** Respond To Webhook *Starts it*
- 30 **Respond (callback)** Respond To Webhook *Starts it*
- 31 **Respond (new ticket)** Respond To Webhook *Starts it*
- 32 **Respond (call note)** Respond To Webhook *Starts it*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 32, with 2 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** HubSpot
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own HubSpot 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 32 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 32 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%2Froute-placetel-ai-voice-agent-requests-into-hubspot-crm)
- **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.

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

## Workflows like it

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

- [**Analyze customer feedback and send AI-written replies** 31 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/analyze-customer-feedback-and-send-ai-written-replies)
- [**Lemlist <> HubSpot - custom integration** 35 steps · HubSpot](https://millionrounds.com/workflow/lemlist-hubspot-custom-integration)
- [**Sync HubSpot with Outlook** 35 steps · Airtable, Google Sheets](https://millionrounds.com/workflow/sync-hubspot-with-outlook)
- [**LoneScale - Tracking contacts' job changes to HubSpot** 26 steps · HubSpot, Slack](https://millionrounds.com/workflow/lonescale-tracking-contacts-job-changes-to-hubspot)
- [**Recover missed demos with Calendly and Zoom** 26 steps · calls a model · Email, HubSpot](https://millionrounds.com/workflow/recover-missed-demos-with-calendly-and-zoom)
- [**Predict customer churn with Google Sheets** 23 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/predict-customer-churn-with-google-sheets)
