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
- Add the Update Contact Field action to your workflow.
- Choose Update Field Data.
- Pick the field and enter the new value. You can type a value or use custom values from the trigger.
- Save.
Clear a field
- Add the action and choose Clear Field Data.
- Pick the field or fields to clear.
- Save.
Some field types can't be cleared with this action. If a field isn't listed, it isn't supported.