{"product_id":"placetel-ai-voice-agent-to-salesforce-crm-webhook-workflow","title":"Placetel AI Voice Agent to Salesforce CRM Webhook Workflow","description":"\u003ch3\u003eRoute Placetel AI Voice calls into Salesforce with a secured n8n webhook workflow\u003c\/h3\u003e\n\u003cp\u003eThis n8n automation exposes a secured webhook for your \u003cstrong\u003ePlacetel AI Voice Agent\u003c\/strong\u003e. It reads each incoming request and, based on the provided \u003cstrong\u003evorgang\u003c\/strong\u003e operation, performs the right action in \u003cstrong\u003eSalesforce\u003c\/strong\u003e—from contact lookup to tasks, cases, Contact updates (PATCH), or new Lead creation—then returns a JSON response.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives a POST webhook\u003c\/strong\u003e from Placetel AI and reads the \u003ccode\u003evorgang\u003c\/code\u003e field to determine the operation.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ebestandskunde_pruefen (existing customer check):\u003c\/strong\u003e normalizes the phone number, searches Salesforce Contacts by \u003cstrong\u003ePhone\/MobilePhone\u003c\/strong\u003e, and returns whether a match was found along with contact details.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003erueckruf_erfassen (callback capture):\u003c\/strong\u003e creates a \u003cstrong\u003ehigh-priority Salesforce Task\u003c\/strong\u003e containing caller details and the preferred callback time, returning a success response with the \u003cstrong\u003etask ID\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eticket_anlegen (case creation):\u003c\/strong\u003e creates a \u003cstrong\u003eSalesforce Case\u003c\/strong\u003e using the provided subject, description, and priority, returning the \u003cstrong\u003ecase ID\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ekontakt_aktualisieren (contact update):\u003c\/strong\u003e builds a field map only from the provided values and sends a \u003cstrong\u003eSalesforce REST API PATCH\u003c\/strong\u003e request to update the Contact, then returns success.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003elead_anlegen (lead creation):\u003c\/strong\u003e creates a \u003cstrong\u003eSalesforce Lead\u003c\/strong\u003e using supplied name\/company\/phone\/email and returns the \u003cstrong\u003elead ID\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003eIf \u003cstrong\u003evorgang\u003c\/strong\u003e is unrecognized, it returns an \u003cstrong\u003eHTTP 400\u003c\/strong\u003e response listing the allowed operations.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eCapture inbound voice intent from a Placetel AI Voice Agent and automatically determine whether to update an existing Salesforce Contact or open a new record.\u003c\/li\u003e\n  \u003cli\u003eCreate a prioritized callback Task immediately after a caller requests a scheduled follow-up.\u003c\/li\u003e\n  \u003cli\u003eTurn voice-collected issue details into a Salesforce Case for faster ticket routing.\u003c\/li\u003e\n  \u003cli\u003eSend a Contact update only for fields that are actually provided by the voice interaction (PATCH-based).\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes:\u003c\/strong\u003e Code, Switch, Webhook, Salesforce, HTTP Request, Sticky Note.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSalesforce integration:\u003c\/strong\u003e uses a \u003cstrong\u003eSalesforce OAuth2 connection\u003c\/strong\u003e for Salesforce nodes and the \u003cstrong\u003eREST API PATCH\u003c\/strong\u003e request.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore routing:\u003c\/strong\u003e Switch node driven by the incoming request’s \u003ccode\u003evorgang\u003c\/code\u003e field.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45945686884531,"sku":"N8N-19108","price":20.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/TqdXfVtboLj1Bow575oz7_rqfYNe5n.png?v=1788426171","url":"https:\/\/buyflowscripts.com\/products\/placetel-ai-voice-agent-to-salesforce-crm-webhook-workflow","provider":"N8N Commerce","version":"1.0","type":"link"}