Placetel AI Voice Agent to Salesforce CRM Webhook Workflow

Route Placetel AI Voice calls into Salesforce with a secured n8n webhook workflow

This n8n automation exposes a secured webhook for your Placetel AI Voice Agent. It reads each incoming request and, based on the provided vorgang operation, performs the right action in Salesforce—from contact lookup to tasks, cases, Contact updates (PATCH), or new Lead creation—then returns a JSON response.

What this workflow does

• Receives a POST webhook from Placetel AI and reads the vorgang field to determine the operation.
• bestandskunde_pruefen (existing customer check): normalizes the phone number, searches Salesforce Contacts by Phone/MobilePhone, and returns whether a match was found along with contact details.
• rueckruf_erfassen (callback capture): creates a high-priority Salesforce Task containing caller details and the preferred callback time, returning a success response with the task ID.
• ticket_anlegen (case creation): creates a Salesforce Case using the provided subject, description, and priority, returning the case ID.
• kontakt_aktualisieren (contact update): builds a field map only from the provided values and sends a Salesforce REST API PATCH request to update the Contact, then returns success.
• lead_anlegen (lead creation): creates a Salesforce Lead using supplied name/company/phone/email and returns the lead ID.
• If vorgang is unrecognized, it returns an HTTP 400 response listing the allowed operations.

Use cases

• Capture inbound voice intent from a Placetel AI Voice Agent and automatically determine whether to update an existing Salesforce Contact or open a new record.
• Create a prioritized callback Task immediately after a caller requests a scheduled follow-up.
• Turn voice-collected issue details into a Salesforce Case for faster ticket routing.
• Send a Contact update only for fields that are actually provided by the voice interaction (PATCH-based).

Technical details

• n8n nodes: Code, Switch, Webhook, Salesforce, HTTP Request, Sticky Note.
• Salesforce integration: uses a Salesforce OAuth2 connection for Salesforce nodes and the REST API PATCH request.
• Core routing: Switch node driven by the incoming request’s vorgang field.