TABLE OF CONTENTS
Overview
The "Update Contact Field" action allows you to update specific fields in a contact's record. This action is useful for keeping contact information current and ensuring that any changes to contact details are promptly reflected in your database.
Action Name
Update Contact Field
Action Description
The "Update Contact Field" action updates a specified field in a contact's record with new data. This helps maintain accurate and up-to-date information for each contact.
Action Details
Step-by-Step Guide
Choose the Action Type: Select "Update Contact Field" from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Update Contact Field."
- Select Action Type: Choose "Update field data" to specify the type of update.
- Select Fields: Choose the fields that you want to update and specify the new values. You can select from standard fields or custom fields if any are available.
Configuration Table
The "Update Contact Field" action supports the following fields:
Example
Updating Contact Location After Customer Moves
Scenario: A business wants to automatically update the city and country fields in a contact's record when they notify the business of a move to a new location.
Action Setup:
- Action: Update Contact Field
- Name: Update Contact Location
- Fields:
- City: Paris
- Country: France
Workflow Actions:
- Update Contact Field: Automatically update the contact's city and country in the CRM with the new information provided by the customer.
- Internal Notification: Notify the customer support team about the updated contact information.
Outcome: This automation ensures that the contact's location information is promptly updated in the CRM, helping to maintain accurate records and enabling the business to provide location-specific services or communications.