Actions6
Overview
This node integrates with the Upgrade.chat CRM system to create new contact records. It is designed to facilitate adding leads, clients, or partners into the CRM by providing detailed personal, business, address, content, and tracking information about the contact. This node is useful in scenarios where you want to automate the import or creation of contacts from other systems, forms, or workflows into Upgrade.chat, ensuring that your CRM stays up-to-date with minimal manual input.
Practical examples include:
- Automatically creating a lead contact when a user submits a web form.
- Importing client details from an external database or spreadsheet.
- Adding partner contacts with relevant business and tracking info for marketing campaigns.
The node also supports matching existing contacts by email and full name to update them instead of creating duplicates.
Properties
| Name | Meaning |
|---|---|
| Contact Type | The type of contact to create. Options: Lead, Client, Partner. |
| Match Existing Contact | Whether to try finding an existing contact by Email and Full Name and update it if found. Options: Yes, No. |
| Contact ID | Numeric ID used to look up an existing Sperse contact (optional). |
| Personal Info | Collection of personal details about the contact including: Prefix, First Name, Middle Name, Last Name, Nick Name, Suffix, Gender (Male/Female), Date of Birth, Home Phone, Mobile Phone, SSN, Bank Code, Emails, Website URL, LinkedIn URL, Photo URL. Required fields depend on presence of others (e.g., either first/last name or company name must be provided). |
| Full Address | Collection describing the contact's full address: Street, Address 2, City, State Name, State Code, Zip Code, Country Name, Country Code. |
| Business Info | Collection of business-related data: Company Name (mandatory if no personal names), Job Title, Industry, Work Email, Work Phone. |
| Content | Additional descriptive fields: Professional Experience, Profile Summary, Notes, Follow Up Date (creates follow-up task if set), Assigned User (preferably unique user email), Deal Amount. |
| Tracking Info | Marketing and source tracking fields: Source Code, Channel Code, Affiliate Code, Referer URL, Entry URL. |
Output
The node outputs JSON data representing the response from the Upgrade.chat API after attempting to create or update the contact. This typically includes the created or updated contact record details as returned by the API.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for authenticating with the Upgrade.chat service.
- The node uses the Upgrade.chat REST API endpoint
/api/services/CRM/Import/ImportContactfor creating contacts. - Proper configuration of the API credential within n8n is necessary for successful requests.
Troubleshooting
Common issues:
- Missing required fields such as first name, last name, or company name may cause the API to reject the request.
- Incorrect date formats for fields like Date of Birth or Follow Up Date can lead to validation errors.
- If "Match Existing Contact" is enabled but no matching contact exists, a new contact will be created; ensure this behavior matches expectations.
- Network or authentication errors if the API key is invalid or missing.
Error messages:
- Validation errors from the API indicating missing or invalid fields should be resolved by verifying input data completeness and correctness.
- Authentication failures require checking the API key credential setup.
- Rate limiting or server errors from Upgrade.chat should be retried later or handled via error workflows.
Links and References
- Upgrade.chat Official Website
- Upgrade.chat API documentation (not publicly linked here; refer to your Upgrade.chat account resources)