Your CRM can now update custom values with the help of AI, making it much easier to handle information that changes based on timing, customer details, or other conditions. Instead of building long automation paths just to fill in the right field, you can let the system decide what should be updated and what value should be used.

📌 Why This Matters

For small business owners, this means less time spent building complicated automations and fewer chances for errors. If you track things like appointment days, lead status details, promo codes, location-based information, or formatted dates, this feature helps your CRM update those values based on context without needing lots of separate rules.

That gives you a simpler setup, easier maintenance, and faster automations that keep your customer data accurate.

✨ What’s New

• AI can update custom values directly: Your CRM can review the situation during an automation and write the right value into a custom field.
• Fewer branches in your automations: You no longer need large If/Else setups just to handle things like day of the week, timezone, date formatting, pipeline stage, or customer-specific details.
• Flexible field selection: You can choose a specific custom value to update, or let the system decide which field makes the most sense.
• Flexible value selection: You can enter a fixed value, use a variable, or let AI decide the value based on your instructions.

🛠️ How to Use It

1. Step 1: Open your automation and choose the option to update a custom value inside the AI-powered action.
2. Step 2: Select the custom value you want to change, or choose the option that lets AI decide which field should be updated.
3. Step 3: Enter the new value manually, insert a variable, or let AI decide the right value based on your prompt.
4. Step 4: Use a common setup if needed: choose a fixed field and let AI decide the value, or let AI decide both the field and the value when the situation depends on context.

💡 Pro Tip

Use this for time-sensitive details like follow-up dates, special offers, or lead status updates so your CRM stays accurate and helps you respond faster to sales opportunities.