The Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact’s record. This feature enables efficient management of contact information, ensuring that your database remains current and accurate, ultimately contributing to improved communication and stronger relationships with your contacts.

To begin, click on the designated + icon to add a new workflow action and select Update Contact Field.

From there, users can choose to update the field data or clear existing field data. Next, click +Add Field.

• If choosing to update field data, users can select between all field options and input the data to be updated.
• If choosing to clear data, simply select the field you want to clear.

Click + Add Field again if there’s more than one field to be updated. And there you have it. Now you can click Save Action and continue on with your workflow creation.

Note: Make sure you’ve established a workflow trigger before publishing. Without both an action and a trigger, you will only be able to save the workflow, not publish it.

Frequently Asked Questions #

What does the Update Contact Field action do? #

It modifies a specific field within a contact’s record during a workflow, helping keep your contact database current and accurate.

Can I clear a field instead of updating it? #

Yes. When adding a field, you can choose to update the field data or clear existing field data by selecting the field you want to clear.

How do I update more than one field? #

Click + Add Field again for each additional field you want to update or clear.

How do I add this action to a workflow? #

Click the + icon to add a new workflow action, select Update Contact Field, configure your fields, then click Save Action.

Why can’t I publish my workflow after adding this action? #

You need both an action and a trigger to publish. Without a trigger, you can only save the workflow, not publish it.

Which fields can I update? #

When updating field data, you can select from all available field options and input the new value for each.