EspoCRM
Actions21
Overview
This node is designed to create a new contact record in an external system, typically a CRM platform. It allows users to input key details about a contact such as their first name, last name, email, phone number, associated account ID, and job title. This node is beneficial in scenarios where automated workflows need to add new contacts based on data from other sources, such as form submissions, lead generation tools, or integration with other business applications.
Practical examples include:
- Automatically adding new leads captured from a website form into the CRM.
- Creating contact records when importing customer data from spreadsheets.
- Syncing contacts from other marketing platforms into the CRM for unified management.
Properties
| Name | Meaning |
|---|---|
| First Name | The first name of the contact (required). |
| Last Name | The last name of the contact (required). |
| The email address of the contact. | |
| Phone | The phone number of the contact. |
| Account ID | The identifier of the account associated with this contact. |
| Title | The job title or position of the contact within their organization. |
Output
The node outputs JSON data representing the newly created contact record. This typically includes all the fields sent during creation along with any additional metadata or identifiers assigned by the external system (such as a unique contact ID). The output can be used downstream in workflows for further processing, logging, or notifications.
If the node supports binary data output (not indicated here), it would typically represent attachments or files related to the contact, but no such functionality is evident from the provided code.
Dependencies
- Requires connection to an external CRM system that supports contact creation via API.
- Needs appropriate API credentials or authentication tokens configured in n8n to authorize requests.
- The node relies on bundled descriptions and operations modules internally, but these are abstracted away from the user.
Troubleshooting
- Missing Required Fields: Errors may occur if "First Name" or "Last Name" are not provided since they are required properties. Ensure these fields are filled.
- Authentication Failures: If the API credentials are invalid or missing, the node will fail to create contacts. Verify that the API key or token is correctly set up.
- Invalid Account ID: Providing an incorrect or non-existent account ID might cause the external system to reject the request.
- Network Issues: Connectivity problems between n8n and the CRM API can result in timeouts or errors.
- API Limits: Some CRM systems impose rate limits; exceeding these may cause temporary failures.
To resolve these issues, verify input data completeness, check credential configurations, confirm network connectivity, and consult the CRM's API documentation for limits and error codes.
Links and References
- Refer to your CRM platform’s API documentation for detailed information on contact creation endpoints.
- n8n documentation on setting up API credentials and using HTTP Request nodes for custom integrations.
- General best practices for managing contact data and ensuring data quality in CRM systems.