Actions6
Overview
This node integrates with Sperse CRM to manage contacts by creating new contact records. It is useful for automating the addition of leads, clients, or partners into the CRM system, especially when you want to either add fresh contacts or update existing ones based on email and full name matching.
Typical use cases include:
- Importing new leads collected from marketing campaigns.
- Adding client information automatically after a sale.
- Managing partner contacts in an affiliate marketing program.
- Automatically updating contact details if they already exist in the CRM.
For example, you can use this node to create a new lead with personal info, business details, and tracking data, or update an existing contact if a match is found by email and full name.
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 instead of creating a new one. Options: Yes, No. |
| Contact ID | Sperse Contact ID used to look up a client (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 (YYYY-MM-DD or MM-DD-YYYY) - Home Phone, Mobile Phone - SSN, Bank Code - Emails (primary and other) - Website URL, LinkedIn profile ID, Photo URL |
| Full Address | Collection of address fields: - Street, Address 2, City, State Name, State Code, Zip Code, Country Name, Country Code |
| Business Info | Collection of business-related info: - Company Name (mandatory if no first/last name) - Job Title, Industry - Work Email, Work Phone |
| Content | Additional content fields: - Professional Experience, Profile Summary, Notes - Follow Up Date (creates follow-up task if set) - Assigned User (preferably unique user email) - Deal Amount (estimated opportunity) |
| Tracking Info | Marketing tracking data: - Source Code, Channel Code, Affiliate Code - Referer URL, Entry URL |
Output
The node outputs JSON data representing the created or updated contact record as returned by the Sperse CRM API. This typically includes all the contact details stored in the CRM after the operation.
No binary data output is produced by this node.
Dependencies
- Requires an API key credential for authenticating with the Sperse CRM API.
- The node calls the Sperse API endpoint
/api/services/CRM/Import/ImportContactvia HTTP POST to create or update contacts. - Proper configuration of the API credential in n8n is necessary for successful requests.
Troubleshooting
Common issues:
- Missing required fields such as First Name or Last Name (or Company Name if both are empty) may cause the API to reject the request.
- Incorrect date formats for DOB or Follow Up Date can lead to validation errors.
- If "Match Existing Contact" is set to Yes but no matching contact exists, a new contact will be created.
- Network or authentication errors if the API key is invalid or missing.
Error messages:
- Validation errors indicating missing mandatory fields should be resolved by providing the required personal or business info.
- Authentication failures require checking the API key credential setup.
- API rate limits or server errors should be retried later or checked with Sperse support.
Links and References
- Sperse CRM official documentation (not provided here; consult your Sperse CRM account resources)
- n8n documentation on creating custom nodes and using credentials
- General REST API usage guidelines for integrating with external services