AutomationFlowsCRM & Sales › [dev] Sarah / Pipedrive-lead-auto-caller

[dev] Sarah / Pipedrive-lead-auto-caller

[DEV] sarah / pipedrive-lead-auto-caller. Uses pipedriveTrigger, httpRequest. Event-driven trigger; 7 nodes.

Event trigger★★★★☆ complexity7 nodesPipedrive TriggerHTTP Request
CRM & Sales Trigger: Event Nodes: 7 Complexity: ★★★★☆ Added:

The workflow JSON

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{
  "name": "[DEV] sarah / pipedrive-lead-auto-caller",
  "description": null,
  "active": false,
  "nodes": [
    {
      "parameters": {
        "action": "added"
      },
      "id": "trigger",
      "name": "New Lead Added",
      "type": "n8n-nodes-base.pipedriveTrigger",
      "typeVersion": 1.1,
      "position": [
        256,
        304
      ]
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "conditions": [
            {
              "id": "phone-exists",
              "leftValue": "={{ ($json.current.phone && $json.current.phone[0]) ? $json.current.phone[0].value : '' }}",
              "rightValue": "",
              "operator": {
                "type": "string",
                "operation": "isNotEmpty",
                "singleValue": true
              }
            }
          ],
          "combineOperation": "all"
        },
        "options": {}
      },
      "id": "check-phone",
      "name": "Has Phone Number?",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.2,
      "position": [
        480,
        304
      ]
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "customer_id",
              "name": "customer_id",
              "value": "={{ 'pipedrive_' + $json.current.id }}",
              "type": "string"
            },
            {
              "id": "customer_name",
              "name": "customer_name",
              "value": "={{ $json.current.name }}",
              "type": "string"
            },
            {
              "id": "customer_first_name",
              "name": "customer_first_name",
              "value": "={{ $json.current.first_name || $json.current.name.split(' ')[0] }}",
              "type": "string"
            },
            {
              "id": "phone",
              "name": "phone",
              "value": "={{ ($json.current.phone && $json.current.phone[0]) ? $json.current.phone[0].value : '' }}",
              "type": "string"
            },
            {
              "id": "email",
              "name": "email",
              "value": "={{ ($json.current.email && $json.current.email[0]) ? $json.current.email[0].value : '' }}",
              "type": "string"
            },
            {
              "id": "company_name",
              "name": "company_name",
              "value": "={{ $json.current.org_name || '' }}",
              "type": "string"
            },
            {
              "id": "pipedrive_person_id",
              "name": "pipedrive_person_id",
              "value": "={{ $json.current.id }}",
              "type": "number"
            },
            {
              "id": "lead_source",
              "name": "lead_source",
              "value": "pipedrive_auto",
              "type": "string"
            },
            {
              "id": "account_type",
              "name": "account_type",
              "value": "standard",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "id": "extract-lead-data",
      "name": "Extract Lead Data",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        704,
        208
      ]
    },
    {
      "parameters": {
        "method": "POST",
        "url": "https://n8n.wranngle.com/webhook/initiate-call-v2",
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={{ JSON.stringify($json) }}",
        "options": {
          "response": {
            "response": {
              "fullResponse": true,
              "responseFormat": "json"
            }
          },
          "timeout": 30000
        },
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth"
      },
      "id": "initiate-call",
      "name": "Initiate Voice Call",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        912,
        208
      ]
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "status",
              "name": "status",
              "value": "call_initiated",
              "type": "string"
            },
            {
              "id": "pipedrive_person_id",
              "name": "pipedrive_person_id",
              "value": "={{ $('Extract Lead Data').item.json.pipedrive_person_id }}",
              "type": "number"
            },
            {
              "id": "call_response",
              "name": "call_response",
              "value": "={{ $json.body }}",
              "type": "object"
            },
            {
              "id": "timestamp",
              "name": "timestamp",
              "value": "={{ $now.toISO() }}",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "id": "log-success",
      "name": "Log Call Initiated",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        1136,
        208
      ]
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "status",
              "name": "status",
              "value": "skipped_no_phone",
              "type": "string"
            },
            {
              "id": "person_id",
              "name": "person_id",
              "value": "={{ $json.current.id }}",
              "type": "number"
            },
            {
              "id": "person_name",
              "name": "person_name",
              "value": "={{ $json.current.name }}",
              "type": "string"
            },
            {
              "id": "timestamp",
              "name": "timestamp",
              "value": "={{ $now.toISO() }}",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "id": "log-no-phone",
      "name": "Log No Phone",
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        704,
        400
      ]
    },
    {
      "id": "webhook-trigger",
      "name": "MCP Webhook",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 2,
      "position": [
        56,
        304
      ],
      "parameters": {
        "path": "pipedrive-lead-auto-caller",
        "httpMethod": "POST",
        "responseMode": "lastNode",
        "options": {},
        "authentication": "headerAuth"
      }
    }
  ],
  "connections": {
    "New Lead Added": {
      "main": [
        [
          {
            "node": "Has Phone Number?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Has Phone Number?": {
      "main": [
        [
          {
            "node": "Extract Lead Data",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Log No Phone",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract Lead Data": {
      "main": [
        [
          {
            "node": "Initiate Voice Call",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Initiate Voice Call": {
      "main": [
        [
          {
            "node": "Log Call Initiated",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "MCP Webhook": {
      "0": [
        [
          {
            "node": "Has Phone Number?",
            "type": "0",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1",
    "callerPolicy": "workflowsFromSameOwner",
    "availableInMCP": false
  },
  "tags": [
    "DEV"
  ]
}
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About this workflow

[DEV] sarah / pipedrive-lead-auto-caller. Uses pipedriveTrigger, httpRequest. Event-driven trigger; 7 nodes.

Source: https://github.com/wranngle/n8n_showcase/blob/main/workflows/sarah/pipedrive-lead-auto-caller.json — original creator credit. Request a take-down →

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