Route Placetel AI Voice Agent calls to Salesforce CRM
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 16 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Salesforce.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Switch: routes items into 5 branches
- Telefon normalisieren (Code): runs custom JavaScript code
- SF: Rueckruf-Task anlegen (Salesforce): work with task
- SF: Case anlegen (Salesforce): work with case
- Update-Felder bauen (Code): runs custom JavaScript code
- SF: Lead anlegen (Salesforce): uses Salesforce
- Antwort: Fallback (Respond to Webhook): sends the response back to the webhook caller
- SF: Kontakt suchen (Salesforce): work with search
- Antwort: Rueckruf (Respond to Webhook): sends the response back to the webhook caller
- Antwort: Case (Respond to Webhook): sends the response back to the webhook caller
…plus 5 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 - Switch
n8n-nodes-base.switch - Salesforce
n8n-nodes-base.salesforce - Code
n8n-nodes-base.code - Respond to Webhook
n8n-nodes-base.respondToWebhook - HTTP Request
n8n-nodes-base.httpRequest
From the author
Quick overview This workflow exposes a secured webhook for a Placetel AI Voice Agent and routes each request to Salesforce to either look up an existing contact by phone, create a callback task, open a case, update a contact via REST PATCH, or create a new…