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What is the Update Custom Value Action?

The Update Custom Value action allows you to dynamically modify custom values within your CRM workflows. This powerful tool helps automate processes, personalize campaigns, and maintain accurate data across your system. You can set, update, or replace existing custom values based on specific conditions or triggers, ensuring your data remains consistent and responsive to real-time events.

Key Use Cases

Common scenarios for using the Update Custom Value action include:

Dynamic Personalization: Automatically adjust customer loyalty tiers after they reach purchase milestones.
Data Synchronization: Update CRM fields with data from external APIs.
Real-Time Automation: Modify discount codes or loyalty points in response to customer actions.
Trigger-Based Updates: Change status fields automatically based on user interactions.

For example, when a contact receives a "VIP" tag, you can update their discount rate from 10% to 15%, enabling them to receive a higher discount on future purchases.

How to Set Up the Update Custom Value Action

Follow these steps to configure the Update Custom Value action in a workflow:

Step 1: Access Workflows

Navigate to Automation > Workflows. Create a new workflow or edit an existing one.

Step 2: Add the Action

Click the "+" button to add an action. Browse or search for "update custom value."

Step 3: Configure the Fields

Select the custom value you want to change and specify the new value. For instance, if a custom value contains a calendar link, you can replace it with a different link.

Step 4: Save and Test

Save the action and test the workflow. The updated custom value will be available immediately after the action runs, and you can reference it in subsequent steps.

Field Descriptions

Action Name: A descriptive name for the action as it appears in the workflow.
Custom Value: The specific custom value you want to update.
Current Value: Displays the existing value, if available.
New Value: Set a static value or use a dynamic variable to define the new value.

Advanced Use Cases

Expand your automation capabilities with these advanced techniques:

Conditional Logic: Use If/Else actions to update fields only when certain conditions are met, such as adjusting loyalty tiers only if the current value is "Bronze."
API Integration: Automatically update custom values using data from external APIs, like updating a "Last API Sync Date" field.
Math Operations: Dynamically calculate and update numeric custom values, such as adding 50 points to a user's reward balance.
Dynamic Discount Codes: Change discount codes in real-time workflows, like updating a discount tier to "10% Off Next Purchase" after a user completes three purchases in a month.

Suggested Triggers

Consider these triggers to activate the Update Custom Value action:

Contact Tag Added: Update a custom value when a new tag is added, like increasing the discount rate for "VIP" contacts.
Contact Updated: Trigger the action when specific contact fields change, such as updating an email frequency value when subscription status changes.
Form Submitted: Update custom values based on form data, like adjusting a survey score or preferences.
Appointment Booked: Modify custom values after an appointment is booked, such as setting an appointment importance to "High" for high-ticket appointments.
Opportunity Status Changed: Update custom values when opportunity status changes, like elevating a client tier to "Platinum" after a deal is won.
Survey Submitted: Use survey responses to update custom values, such as reflecting a customer satisfaction score.
Order Fulfilled: Track order history by updating custom values, like setting the last order date to the current date.
Link Clicked: Update custom values based on link clicks, such as noting product interest when a specific link is clicked.

Workflow Action - Update Custom Values