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

  1. Choose the Action Type: Select "Update Contact Field" from the list of available actions.

  2. Name Your Action: Enter a descriptive name for the action, such as "Update Contact Field."
  3. Select Action Type: Choose "Update field data" to specify the type of update.
  4. 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

Action NameEnter a name for your action, e.g., "Update Contact Field."Yes
Action TypeSelect "Update field data" from the dropdown.Yes
FieldsSelect the fields to update and specify the new values.Yes

The "Update Contact Field" action supports the following fields:

Field NameDescription
Business NameThe name of the contact's business.
CityThe city where the contact is located.
Contact SourceThe source from which the contact was obtained.
Contact TypeThe type of contact (e.g., customer, lead).
CountryThe country where the contact is located.
Date of BirthThe contact's date of birth.
DNDDo Not Disturb status for the contact.
EmailThe contact's email address.
First NameThe contact's first name.
Full NameThe contact's full name.
Last NameThe contact's last name.
PhoneThe contact's phone number.
Postal CodeThe postal code where the contact is located.
StateThe state where the contact is located.
Street AddressThe street address where the contact is located.
TimezoneThe timezone of the contact.
Custom FieldsAny additional custom fields specific to your organization.


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:

  1. Update Contact Field: Automatically update the contact's city and country in the CRM with the new information provided by the customer.
  2. 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.