Update Contact Field

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

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.

Add Fields

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 on +Add Field.

If choosing to update field data, users can select either standard or custom field options and input the data to be updated in the designated field. If selecting to clear field data, only custom fields can be cleared.