Templates / Manage caller contacts, deals and callbacks with Placetel and Pipedrive

Manage caller contacts, deals and callbacks with Placetel and Pipedrive

Ready for 3.0

by Placetel ✓ · 18 views · created 2026-09-03 · CRM, AI Chatbot

Ready 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 26 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Pipedrive.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Parse Request (Code): runs custom JavaScript code
  2. Route by Operation (Switch): routes items into 6 branches
  3. Pipedrive: search (person)
  4. Has Email? (If): checks a condition and branches into true / false
  5. Pipedrive: work with activity
  6. Pipedrive: get
  7. Pipedrive: search (person)
  8. Pipedrive: work with activity
  9. Build Fallback Reply (Code): runs custom JavaScript code
  10. Build Customer Reply (Code): runs custom JavaScript code

…plus 15 more steps. See the full node list below.

Services it uses

Pipedrive

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)

From the author

Quick overview This workflow exposes a Placetel webhook that routes voice-agent requests to Pipedrive to look up callers, create contacts, log callback or call activities, create deals, and report deal status, returning a short “speech” text for the agent to…

Excerpt from Placetel's description on n8n.io.

View the original on n8n.io → Check your own copy

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