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Upgrade.chat
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Connect Upgrade.chat with Autocalls.ai AI voice agents

Upgrade.chat AI Voice Call Automation

Turn Upgrade.chat leads, payments, and subscriptions into instant AI-powered calls. Automate follow-ups, reminders, and member outreach without manual dialing.

Sales and crm
6 Actions
3 Triggers
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Instant phone integration for new leads and subscribers
Smart Sync

Instant phone integration for new leads and subscribers

When Upgrade.chat creates a new lead or subscription, your AI voice agent can call in seconds to qualify interest, confirm details, or guide the next step.
Pair this with appointment booking and AI answering service workflows to turn community interest into booked conversations and paid members.

  • 60% faster lead response
  • 24/7 automated follow-up
Upgrade.chat auto dialer for payment and renewal outreach
Auto Dialer

Upgrade.chat auto dialer for payment and renewal outreach

Use payment and subscription events to trigger call automation that thanks buyers, confirms renewals, or follows up on billing-related questions before they become support issues.
Connect the flow with AI call center automation and WhatsApp AI chatbot outreach to keep every member informed across channels.

  • 35% fewer missed follow-ups
  • 2x faster payment confirmation
Call automation that keeps CRM contacts up to date
Voice Agent

Call automation that keeps CRM contacts up to date

After every AI call, use Upgrade.chat actions like Add or Update Contact, Add or Update Subscription, and Create Invoice to keep records current without manual admin work.
That means cleaner pipelines, better targeting, and stronger handoffs into integrations and your white-label platform workflows.

  • 90% less manual data entry
  • 98% cleaner contact records

Available Actions

Powerful actions you can trigger with Upgrade.chat to automate your workflows

Create Invoice

Creates a new invoice in the CRM.

Configuration Fields:
Zip SHORT_TEXT
Date of the Invoice Required DATE_TIME

should be like this: 2024-06-11T11:11:41Z

Invoice Note LONG_TEXT
Rate NUMBER
Zip SHORT_TEXT
City SHORT_TEXT
City SHORT_TEXT
Amount NUMBER
Email SHORT_TEXT
Phone SHORT_TEXT
Email SHORT_TEXT
Phone SHORT_TEXT
Status Required STATIC_DROPDOWN
Unit Id STATIC_DROPDOWN
Due Date of the Invoice Required DATE_TIME

should be like this: 2024-06-11T11:11:41Z

Billing Company SHORT_TEXT
State Id SHORT_TEXT
Quantity Required NUMBER
Shipping Company SHORT_TEXT
State Id SHORT_TEXT
Tax Total NUMBER
Billing Address 1 LONG_TEXT
Billing Address 2 LONG_TEXT
Last Name SHORT_TEXT
Contact ID NUMBER

Sperse Contact ID. Will be used for looking a client

Invoice No. Required NUMBER
Total Item Price NUMBER
Shipping Address 1 LONG_TEXT
Shipping Address 2 LONG_TEXT
Last Name SHORT_TEXT
Sort Order NUMBER
Country Id SHORT_TEXT
First Name SHORT_TEXT
State Name SHORT_TEXT
Currency Id Required STATIC_DROPDOWN
Grand Total NUMBER
Country Id SHORT_TEXT
First Name SHORT_TEXT
State Name SHORT_TEXT
External Contact ID SHORT_TEXT

External Contact Reference (ID) . Will be used for looking a client

Gateway Name SHORT_TEXT
Product Code SHORT_TEXT

Product Code. We will look up the product

Discount Total NUMBER
Shipping Total NUMBER
Historical Data Required STATIC_DROPDOWN

Pass true if this is not actual transaction. Should be False by default

Description SHORT_TEXT
Transaction Date Required DATE_TIME

should be like this: 2024-06-11T11:11:41Z

Invoice Description Required LONG_TEXT
Commissionable Amount NUMBER
Gateway Transaction Id SHORT_TEXT
Transaction Description SHORT_TEXT

Create Product

Creates a new product in the CRM

Configuration Fields:
Subscription fee NUMBER
SKU Required SHORT_TEXT

Sku is the product code

Product Name Required SHORT_TEXT
Unit STATIC_DROPDOWN

Required for General and Digital Product Type

Price NUMBER

Required for General , Digital and Event Product Type

No of cycles NUMBER

Required for all except LifeTime or OneTime plan

Logo Url LONG_TEXT
Payment Cycle STATIC_DROPDOWN

Required for General and Digital Product Type

Group Name SHORT_TEXT
Signup fee NUMBER

Required for all except LifeTime or OneTime plan

Currency Id STATIC_DROPDOWN
Description LONG_TEXT
Product Type Required STATIC_DROPDOWN
Custom No of Period NUMBER

Required for OneTime plan

Description HTML LONG_TEXT

Javascript and media tags are not allowed

Custom Period Type STATIC_DROPDOWN

Required for Custom or OneTime Plan

Custom No of Period NUMBER

Required for Custom or OneTime Plan

Grace Period Count NUMBER

Get Contact Details

Get Contact Details

Configuration Fields:
Contact Xref SHORT_TEXT
User Id NUMBER

Id of the logged in user (not contact id)

Contact Id NUMBER
User Email LONG_TEXT

Email of the logged in user

Affiliate Code SHORT_TEXT

Add or Update Contact

Creates a new contact.

Configuration Fields:
Date of Birth SHORT_TEXT

Valid date format YYYY-MM-DD or MM-DD-YYYY.

SSN SHORT_TEXT

The contact's social security number.

Zip Code SHORT_TEXT

The contact's zip/postal code.

City SHORT_TEXT

The contact's city of residence.

notes LONG_TEXT

Additional notes about the contact

Personal Email LONG_TEXT

The contact's personal email.

Other email LONG_TEXT

The contact's additional email.

Gender STATIC_DROPDOWN
Street SHORT_TEXT

The contact's full street address (can include apartment or unit number).

State Code SHORT_TEXT

The contact's state code.

Bank Code SHORT_TEXT

The contact's 4-letter personality code.

Entry URL SHORT_TEXT

The first page of visit through which the contact visited your website.

Full Name SHORT_TEXT

The contact's full name.

Industry SHORT_TEXT

The company's industry.

Job Title SHORT_TEXT

The contact's job title.

Last Name Required SHORT_TEXT

Required if First Name and Company Name fields are empty.

Nick Name SHORT_TEXT

The contact's nick name.

Photo URL SHORT_TEXT

The contact's person photo URL.

Channel Code SHORT_TEXT

The channel/medium the contact used to find your website.

Contact ID NUMBER

Sperse Contact ID. Will be used for looking a client

Country Code SHORT_TEXT

The contact's country code.

First Name Required SHORT_TEXT

Required if Last Name and Company Name fields are empty.

Home Phone SHORT_TEXT

The contact's home phone number.

State Name SHORT_TEXT

The contact's state of residence.

Content LONG_TEXT

The contact's professional experience.

Contact Type Required STATIC_DROPDOWN
Source Code SHORT_TEXT

The first known source the contact used to find your website. You can set this automatically and update manually later.

Middle Name SHORT_TEXT

The contact's middle name.

Prefix SHORT_TEXT

The title used to address the contact.

Suffix SHORT_TEXT

Additional information about the contact e.g PhD.

Referer URL SHORT_TEXT

The webpage where the contact clicked a link that sent them to your website.

Website SHORT_TEXT

The contact's company website URL.

Work Email LONG_TEXT

The contact's work email.

Work Phone SHORT_TEXT

The contact's work/primary phone number.

Company Name SHORT_TEXT

Name of the contact's company (This field is mandatory if the First Name and Last Name fields are empty).

Country Name SHORT_TEXT

The contact's country of residence.

LinkedIn SHORT_TEXT

The contact's LinkedIn profile id.

Mobile Phone SHORT_TEXT

The contact's mobile phone number.

Address 2 SHORT_TEXT
Assigned User SHORT_TEXT

Preferably, Sperse User Email should be passed as it is unique within Sperse account but User Name can be also passed

Follow Up Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS. If date is defined then new Follow Up Task will be created for this contact

Affiliate Code SHORT_TEXT

The affiliate/referer partner through which the contact signed up.

Match Existing Contact STATIC_DROPDOWN

If "Yes", will try to find an existing record using Email and Full Name and update it.

Deal Amount NUMBER

Estimated deal/opportunity amount.

Profile Summary LONG_TEXT

The contact's profile summary.

Add or Update Subscription

Creates a new subscription.

Configuration Fields:
Contact ID NUMBER
Product ID NUMBER
External Contact ID SHORT_TEXT

ContactXref have to be specified and correct to look up the correct contact

Product Code Required SHORT_TEXT

Product Code (Unique product identifier). ProductCode have to be specified and correct to look up the correct product

Payment Period Type Required STATIC_DROPDOWN

The chosen Period Type has to be set for the Product on Sperse side

Is it Recurring Billing STATIC_DROPDOWN

Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Configuration Fields:
Date of Birth SHORT_TEXT

Valid date format YYYY-MM-DD or MM-DD-YYYY.

EIN LONG_TEXT
SSN SHORT_TEXT

The contact's social security number.

Star SHORT_TEXT

String Value. Supports the following items: Yellow, Blue, Green, Purple, Red. Other values will be skipped.

Google Click ID SHORT_TEXT
Notes LONG_TEXT

Additional notes about the contact

Personal Email LONG_TEXT

The contact's personal email.

Alternative Personal email LONG_TEXT

The contact's alternative personal email.

Other Personal email LONG_TEXT

The contact's additional email.

Gender STATIC_DROPDOWN
Rating SHORT_TEXT

This is the static array from 1 to 10

Site ID SHORT_TEXT
Site URL LONG_TEXT
UTM Name LONG_TEXT
UTM Term LONG_TEXT
Zoom LONG_TEXT

The contact's Zoom id.

Bank Code SHORT_TEXT

The contact's 4-letter personality code.

Entry URL LONG_TEXT

The first page of visit through which the contact visited your website.

ZIP Code SHORT_TEXT

The contact's zip/postal code.

Industry SHORT_TEXT

The company's industry.

Job Title SHORT_TEXT

The contact's job title.

Last Name Required SHORT_TEXT

Required if First Name and Company Name fields are empty.

Nick Name SHORT_TEXT

The contact's nick name.

Photo URL LONG_TEXT

The contact's person photo URL.

ZIP Code SHORT_TEXT

The contact's work zip code.

Channel Code SHORT_TEXT

The channel/medium the contact used to find your website.

Contact ID NUMBER

Sperse Contact ID. Will be used for looking a client

First Name Required SHORT_TEXT

Required if Last Name and Company Name fields are empty.

Home Phone SHORT_TEXT

The contact's home phone number.

City LONG_TEXT

The contact's city of residence.

IP Address LONG_TEXT
Code SHORT_TEXT

Code of subscription service from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 1.

Name SHORT_TEXT
Code SHORT_TEXT

Code of subscription service from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 2.

Name SHORT_TEXT
Code SHORT_TEXT

Code of subscription service from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 3.

Name SHORT_TEXT
User Agent SHORT_TEXT
UTM Medium LONG_TEXT
UTM Source LONG_TEXT
City LONG_TEXT

The contact's work city.

Campaign ID SHORT_TEXT
Create User STATIC_DROPDOWN

If "Yes" then User will be created. Personal email will be used as User Name.

Content LONG_TEXT

The contact's professional experience.

Contact Type Required STATIC_DROPDOWN
Is Employed STATIC_DROPDOWN

Pass yes if the client is employed in this Organization.

Source Code SHORT_TEXT

The first known source the contact used to find your website. You can set this automatically and update manually later.

Middle Name SHORT_TEXT

The contact's middle name.

Prefix SHORT_TEXT

The title used to address the contact.

Suffix SHORT_TEXT

Additional information about the contact e.g PhD.

Referer URL LONG_TEXT

The webpage where the contact clicked a link that sent them to your website.

Level SHORT_TEXT

Code of subscription service level from the Sperse CRM.

Level SHORT_TEXT

Code of subscription service level from the Sperse CRM.

Level SHORT_TEXT

Code of subscription service level from the Sperse CRM.

Twitter LONG_TEXT

The contact's Twitter profile id.

UTM AdGroup LONG_TEXT
UTM Content LONG_TEXT
UTM Keyword LONG_TEXT
Website LONG_TEXT

The contact's company website URL.

Work Email LONG_TEXT

The contact's work email.

Alternative Work Email LONG_TEXT

The contact's alternative work email.

Other Work Email LONG_TEXT

The contact's other work email.

Work Phone SHORT_TEXT

The contact's work phone number.

Work Phone 2 SHORT_TEXT

The contact's alternative work phone number.

Applicant ID SHORT_TEXT
Company Name LONG_TEXT

Name of the contact's company (This field is mandatory if the First Name and Last Name fields are empty).

Company Zip Code SHORT_TEXT
Contact XREF SHORT_TEXT

This is string external reference that can be passed during creation and then if sent again it will update the record.

Date Created SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS

Date Founded SHORT_TEXT

Valid date format YYYY-MM-DD or MM-DD-YYYY

Facebook LONG_TEXT

The contact's Facebook profile id.

Home Street LONG_TEXT

The contact's full street address (can include apartment or unit number).

Is US Citizen STATIC_DROPDOWN

Possible values are: Yes, No. If nothing is chosen that means "Unknown".

LinkedIn LONG_TEXT

The contact's LinkedIn profile id.

Mobile Phone SHORT_TEXT

The contact's primary phone number.

Amount NUMBER
Amount NUMBER
Amount NUMBER
UTM Campaign LONG_TEXT
Work Street LONG_TEXT

The contact's work address.

AngelList LONG_TEXT

The contact's AngelList profile id.

Assigned User SHORT_TEXT

Preferably, Sperse User Email should be passed as it is unique within Sperse account but User Name can be also passed

Company Email LONG_TEXT
Company Phone SHORT_TEXT
City SHORT_TEXT
Custom Field 1 LONG_TEXT

Additional custom data for the contact record.

Custom Field 2 LONG_TEXT
Custom Field 3 LONG_TEXT
Custom Field 4 LONG_TEXT
Custom Field 5 LONG_TEXT
Follow Up Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS. If date is defined then new Follow Up Task will be created for this contact

Home Phone Ext SHORT_TEXT

The contact's home phone number extension.

State Code SHORT_TEXT

The contact's state code.

Instagram LONG_TEXT

The contact's Instagram profile id.

Preferred Time of Day STATIC_DROPDOWN

Preferred Time of Day to contact with Client

End Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

End Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

End Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

User Password SHORT_TEXT

If password is not passed then it will be automatically generated.

State Code SHORT_TEXT

The contact's work state code.

Affiliate Code SHORT_TEXT

The affiliate/referer partner through which the contact signed up.

Annual Revenue NUMBER
Application ID SHORT_TEXT
Company BBB URL LONG_TEXT
Employee Count SHORT_TEXT
Google Reviews LONG_TEXT

The contact's Google reviews.

Lead Stage Name SHORT_TEXT

The first page of visit through which the contact visited your website.

Match Existing Contact STATIC_DROPDOWN

If "Yes", will try to find an existing record using Email and Full Name and update it.

Override Lists STATIC_DROPDOWN

If "Yes", will override lists of contact details in update mode instead of merging them - lists, tags, emails, phones, links, addresses, photos.

Work Phone Ext SHORT_TEXT

The contact's work phone number extension.

Work Phone 2 Ext SHORT_TEXT

The contact's alternative work phone number extension.

Company Logo URL LONG_TEXT
Company Zoom LONG_TEXT
Company Street LONG_TEXT
Driving License SHORT_TEXT
Country Code SHORT_TEXT

The contact's country code.

State Name SHORT_TEXT

The contact's state of residence.

Deal Amount NUMBER

Estimated deal/opportunity amount.

Mobile Phone Ext SHORT_TEXT

The contact's primary phone number extension.

Profile Summary LONG_TEXT

The contact's profile summary.

Start Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

Start Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

Start Date SHORT_TEXT

Valid date format YYYY-MM-DD HH:MM:SS.

Country Code SHORT_TEXT

The contact's work country code.

State Name SHORT_TEXT

The contact's work state.

Company Phone Extention SHORT_TEXT
State Code SHORT_TEXT
System Type SHORT_TEXT

Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 1.

System Type SHORT_TEXT

Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 2.

System Type SHORT_TEXT

Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 3.

Company Fax Number LONG_TEXT
Country Name SHORT_TEXT

The contact's country of residence.

Organization Type STATIC_DROPDOWN
Send Welcome Email STATIC_DROPDOWN

If "Yes" then Welcome Email will be sent to the newly created user.

Product Code SHORT_TEXT

Product Code from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 1.

Product Code SHORT_TEXT

Product Code from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 2.

Product Code SHORT_TEXT

Product Code from the Sperse CRM. Either Product Code and Payment Period Type or System Type and Code are required fields within Subscription 3.

Country Name SHORT_TEXT

The contact's work country.

Company Twitter LONG_TEXT
Company Website LONG_TEXT
Company Country Code SHORT_TEXT
State Name SHORT_TEXT
Address 2 LONG_TEXT
Address 2 LONG_TEXT
Company Calendly LONG_TEXT
Company Facebook LONG_TEXT
Company LinkedIn LONG_TEXT
Company Instagram LONG_TEXT
Company Country Name LONG_TEXT
Driving License State SHORT_TEXT
Employment Start Date SHORT_TEXT

Valid date format YYYY-MM-DD or MM-DD-YYYY

Ignore Invalid Values STATIC_DROPDOWN

If "Yes", will save the record even if there are some validation errors.

Person Affiliate Code SHORT_TEXT

Affiliate Code is used for the current person detection as a source of new leads. Alphanumeric characters, underscore and hyphen are allowed.

Request Custom Field 1 LONG_TEXT
Request Custom Field 2 LONG_TEXT
Request Custom Field 3 LONG_TEXT
Request Custom Field 4 LONG_TEXT
Request Custom Field 5 LONG_TEXT
Company Affiliate Code SHORT_TEXT
Company Crunchbase LONG_TEXT
Company Google Reviews LONG_TEXT
Address 2 LONG_TEXT
Is Active Military Duty STATIC_DROPDOWN

Possible values are: Yes, No. If nothing is chosen that means "Unknown".

Product Payment Period Type STATIC_DROPDOWN

The chosen Period Type has to be set for the Product on Sperse side

Product Payment Period Type STATIC_DROPDOWN

The chosen Period Type has to be set for the Product on Sperse side

Product Payment Period Type STATIC_DROPDOWN

The chosen Period Type has to be set for the Product on Sperse side

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Available Triggers

Events in Upgrade.chat that can automatically start your workflows

New Lead

Triggers when a new lead is created

No additional configuration required

New Payment

Triggers when a new payment is created

No additional configuration required

New Subscription

triggers when a new subscription is created

No additional configuration required

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Examples of automation flows

Real-world examples of how businesses use Upgrade.chat integration to automate workflows

Call New Leads Instantly

When a New Lead trigger fires in Upgrade.chat, an AI voice agent calls within minutes. This helps you qualify interest while intent is still high.

Thank Buyers After Payment

A New Payment event can launch an automated thank-you or onboarding call. This improves member confidence and reduces support questions early.

Renewal Outreach for Subscribers

When a New Subscription trigger appears, your AI dialer can confirm plan details and next steps. This keeps subscribers engaged from day one.

Update Contacts After Every Call

AI call outcomes can push data into Add or Update Contact or the extended contact action. Your team gets fresher records without manual CRM updates.

Create Invoices from Call Outcomes

If a prospect agrees to buy during a call, the workflow can create an invoice in Upgrade.chat instantly. This shortens the gap between interest and payment.

Create Products for New Offers

When your team launches a new membership or community package, workflows can Create Product automatically. AI agents can then call leads with the latest offer details.

Create your agent in 60 seconds

Integrate with popular tools using our no-code platform

Easily manage AI voice agents without the need for programming skills.

Integrate with popular tools such as HubSpot, GoHighLevel, Zoho, Cal.com & +250 more and build automations using drag and drop.

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+250 tools ready to integrate with your AI agents flow in our no-code platform, similar to Zapier or Make.

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Frequently Asked Questions 👍

Have a question that is not answered? You can contact us at

Have a question? Contact us

The best setup connects Upgrade.chat triggers like New Lead, New Payment, and New Subscription to AI calling workflows. This lets your voice agent respond fast, qualify contacts, and keep CRM data updated automatically.

An Upgrade.chat auto dialer can place outbound calls the moment a lead signs up or a subscription starts. That speed helps you increase contact rates, reduce manual follow-up, and keep members engaged earlier.

Yes, an Upgrade.chat AI dialer can call new leads, ask qualifying questions, and route hot prospects to the right next step. It can also trigger contact updates so your CRM stays organized after every conversation.

Upgrade.chat phone automation can confirm payments, welcome new subscribers, and follow up on billing-related events automatically. It helps you stay proactive without adding more manual calling work for your team.

Upgrade.chat call automation helps you reach leads and members at the right moment based on real CRM activity. Instead of waiting for staff to call manually, your system can respond instantly with consistent outreach.

Yes, an Upgrade.chat voice agent can work with actions like Add or Update Contact, Add or Update Subscription, and Get Contact Details. That means call outcomes can feed directly back into your records for better follow-up.

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