Action - Update Contact Field

Modified on: Thu, 20 Jun, 2024 at 2:40 AM

TABLE OF CONTENTS

Overview
Action Name
Action Description
Action Details
Example

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

Value	Description	Mandatory
Action Name	Enter a name for your action, e.g., "Update Contact Field."	Yes
Action Type	Select "Update field data" from the dropdown.	Yes
Fields	Select the fields to update and specify the new values.	Yes

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

Field Name	Description
Business Name	The name of the contact's business.
City	The city where the contact is located.
Contact Source	The source from which the contact was obtained.
Contact Type	The type of contact (e.g., customer, lead).
Country	The country where the contact is located.
Date of Birth	The contact's date of birth.
DND	Do Not Disturb status for the contact.
Email	The contact's email address.
First Name	The contact's first name.
Full Name	The contact's full name.
Last Name	The contact's last name.
Phone	The contact's phone number.
Postal Code	The postal code where the contact is located.
State	The state where the contact is located.
Street Address	The street address where the contact is located.
Timezone	The timezone of the contact.
Custom Fields	Any additional custom fields specific to your organization.

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.