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Workflows · 1 min read

Update Contact Field Workflow Action

The Update Contact Field action changes a contact's field value, or clears it, as they move through a workflow.

Ways to use it

  • Set a lead source or status when someone fills out a form
  • Save the date of a contact's last purchase
  • Clear a field that's no longer needed, like a temporary promo code

Update a field

  1. Add the Update Contact Field action to your workflow.
  2. Choose Update Field Data.
  3. Pick the field and enter the new value. You can type a value or use custom values from the trigger.
  4. Save.

Clear a field

  1. Add the action and choose Clear Field Data.
  2. Pick the field or fields to clear.
  3. Save.
Some field types can't be cleared with this action. If a field isn't listed, it isn't supported.

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