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Reports Overview
Reports: Conversations
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Workflows Overview
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Workflow Steps Overview
Step: AI Agent
Step: Send a Message
Step: Ask a Question
Step: Assign To
Step: Branch
Step: Update Contact Tag
Step: Update Contact Field
Step: Open Conversation
Step: Close Conversation
Step: Add Comment
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Step: Date & Time
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Step: HTTP Request
Step: Add Google Sheets Row
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Organization Overview
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Organization Settings: Users
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Help Menu
Conversation Led Growth
Capture Conversations
How to Streamline Meeting Scheduling via CTC Ads
How to Route Contacts from CTC Ads to Agents
How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
How to Send Outbound Sales Messages
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Automate Conversations
How to Maximize Customer Service Potential with AI Agent
How to Automate Contact Information Collection with AI
How to Automatically Qualify Contacts Based on Budget Using AI Agent
How to Block Contacts and Manage Spam
How to Create Automated Welcome and Away Messages
How to Create Automated Chat Menus
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How to Route Contacts by Shifts
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Assignment Strategy: How to Automate Contact Distribution & Load Balancing
Assignment Strategy: How to Unassign Agents after Conversations Closed
How to Collect Contacts’ Emails and Phone Numbers
How to Get Contacts’ Consent for Personal Data Collection
How to Route VIP Contacts
How to Promptly Transfer Conversation Between Agents
How to Guide Customers from Exploration to Purchase with Engaging Menus
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How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
Converse with Customers
How to Get a Complete View of the Customers
How to Simplify Customer Escalation with Automation
How to Transfer Contacts to the Next Shift Automatically
How to Optimize Agents’ Productivity in the Messages Module
How to Align AI Conversations with Your Brand Voice
How to Draft Customer Replies with AI
How to Convert Image to Text Using AI
How to Automate Calculations Using AI
Reporting and Analytics
Broadcasts Use Cases
How to Send a Simple Broadcast
How to Start a Workflow Based on Broadcast Response
How to Import to Broadcast via WhatsApp
How to Troubleshoot a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
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E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
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CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
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Make
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Table of Contents
- Home
- Product
- Workflows
- Step: Update Contact Field
Step: Update Contact Field
This Step modifies a Contact Field with a defined value set by the user.
Configuration
There are two key configurations within this Step:
- Contact Field: Select the Contact Field to be updated.
- Contact Field Selected: Specify the value to be updated. It is possible to type “$” and select the appropriate Variable to update the Contact Field.
How It Works
When the Workflow is triggered, the Contact Field in this Step will be updated with the defined value.
Suggested Use Cases
Here are some ways you can use the Update Contact Field Step:
- Automatically update Contact’s profile: Use the "Update Contact Field" step to maintain accurate and up-to-date customer information, such as name, address and phone number.
- Automatically manage Contacts in Segments: The "Update Contact Field" step can help you automatically move Contacts in & out of Segments based on the Segment’s criteria.
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Step: Update Contact Tag
Step: Open Conversation
Related Articles
Step: Update Contact Tag
Learn about the configuration, how it works and use cases when implementing the Update Contact Tag Step.
Workspace Settings: Contact Fields
Create and manage Contact Fields to save additional information about your contacts.
CRM Integration: HubSpot
Learn how to use Zapier and Workflows to automatically sync Contact data and create deals and tickets by integrating HubSpot with respond.io.
