Easily Update Contact Info Using Dynamic Values in Your CRM

Managing your contacts should be simple and flexible. With the ability to use dynamic values in updating contact fields, you can now save time and reduce errors by automatically setting values based on your previous inputs or stored data.

📌 Why This Matters

Rather than typing the same information repeatedly or guessing which values to use, dynamic values let you use data already collected within your system to update contact information. This means your records stay accurate and up-to-date without extra effort, helping you provide tailored communication to your customers.

✨ What’s New

• Expanded Field Compatibility: You can now use dynamic values with numeric, select/dropdown, and monetary fields, making updates more versatile.
• Simplified Value Input: No need to hard-type numbers or options—choose from live data collected earlier in your process.

🛠️ How to Use It

1. Step 1: Add an ‘Update Contact Field’ action where you want to make changes in your workflow.
2. Step 2: In the conditions area, switch the right input box to dynamic value mode and select the earlier step’s output that you’d like to use for updating.
3. Step 3: Pick the appropriate operator based on your data type (number, date, or value), then save and publish your changes.

Note: When working with select or dropdown fields, these often require an option ID rather than the displayed name. You may need to check your system exports or help guides to find these IDs.

💡 Pro Tip

Keeping your contact information current and based on actual interactions can improve your customer follow-up and increase sales opportunities without added manual work.