Placetel + Pipedrive Webhook for Caller Lookup & Deals

Placetel caller lookup + automatic Pipedrive deals—returned as voice “speech”

This n8n workflow connects Placetel to Pipedrive via a webhook to identify callers, create contacts or callback activities, manage deals, and send a short text back for your voice agent to read aloud.

What this workflow does

• Receives Placetel webhook requests (POST) at the /placetel-pipedrive endpoint, including an operation and call metadata.
• Normalizes the caller phone number into a consistent German format to improve matching accuracy in Pipedrive.
• Routes the request by operation to perform the correct action, including:
  • Searching for an existing Pipedrive person (check_customer)
  • Creating a Pipedrive contact (create_contact)
  • Creating a callback activity (create_callback)
  • Fetching a deal (deal_status)
  • Creating a deal linked to the caller
  • Logging the call as an activity
• Prevents Pipedrive validation errors when creating contacts: it creates a person with an email when available, or creates the person without email when it isn’t provided.
• Returns a structured response (e.g., found/created/IDs) plus a short “speech” string.
• Responds back to Placetel so the voice agent can speak the message to the caller immediately.

Use cases

• Inbound calls where your voice agent checks whether the caller exists in Pipedrive and reads out the correct status.
• Automatic creation of a new contact and a scheduled callback activity for unknown callers.
• Deal creation and deal status reporting during or right after the call, without manual CRM updates.

Technical details (n8n)

• Nodes/logic: webhook, if, code, switch, pipedrive, and sticky note.
• Requires adding a Pipedrive credential in n8n and selecting it on all Pipedrive nodes.
• In Placetel, configure your voice agent tool to POST to the workflow’s production webhook URL and send the appropriate operation value.