The Update an Associated Record action allows you to modify specific fields of a custom object associated with a contact. This ensures that key information remains accurate and up-to-date without manual intervention.
Note: Before using this feature, you will need to create an association for the object in the Object Settings in your account. For detailed instructions, please refer to the “How to Set Up Contact-to-Contact Association” article.
How It Works #
Navigate to Automation > Workflows, and either create a new workflow from scratch or open an existing contact-based workflow.
Note: This feature enhances the ability to manage and track related entities tied to contacts and thus will not appear in Object-based workflows.
Add the relevant workflow triggers and actions, then add the “Update an Associated Record” action.
Action Name #
Update the action name to accurately reflect its intended purpose.
Object and Fields #
Select the object and association so the contact is set as the object owner and follower. To choose the field(s) to update, click the + Add Field button. Leverage custom values and custom fields to dynamically update the object.
Finally, save the action and activate the workflow to automate the process as required.
By utilizing the “Update Associated Record for Contact” action, you can easily manage custom object records. This functionality simplifies the tracking and management of crucial business processes, contributing to more organized and efficient workflows.
Frequently Asked Questions #
What does the Update an Associated Record action do? #
It modifies specific fields of a custom object that is associated with a contact, keeping that information accurate and current automatically.
What setup is required before using it? #
You must first create an association for the object in the Object Settings of your account before the action can update the related record.
Can I use this action in any workflow? #
No. It is available in contact-based workflows and does not appear in Object-based workflows.
How do I choose which fields to update? #
Click the + Add Field button to select the field or fields you want to update within the associated object.
Can the updated values be dynamic? #
Yes. You can leverage custom values and custom fields to dynamically populate the fields being updated.
How do I finish setting up the action? #
Name the action, select the object and fields, save the action, then activate the workflow to automate the updates.
