Help Center

Workflow: Update Contact

The Update Contact action lets a workflow automatically change contact fields when it runs. You can use it to update stages, assign owners, set values, clear outdated information, and keep contact records accurate without manual edits.

Where to Find It

In the workflow builder, Update Contact appears under the Actions section.

How to Add an Update Contact Action

1. Go to Workflow templates.
2. Create a new workflow or open an existing one.
3. Click the + button where you want to add a step.
4. Under Actions, select Update Contact.
5. Click the node to open its settings.
6. Add one or more field updates.
7. Click Apply.
8. Save the workflow as a draft or publish it.

How the Update Contact Action Works

Each row in the action updates one field. You can:

• Choose a field to update
• Set a new value for that field
• Clear the value instead of replacing it

You can add multiple rows to update several fields in the same action.

Supported Field Types

The Update Contact action supports standard contact fields and custom fields. Depending on the field you choose, LeadCenter shows the correct input type automatically.

• Dropdown fields — such as Stage, Category, Source, Owner, Gender, and Salutation
• Multi-select fields — such as Tags and Keywords
• Date fields — such as Date of Birth, Client Since, and Termination Date
• Yes/No fields — such as Marketing, Do Not Call, and Is Lead
• Number fields — such as Expected Revenue and Probability to Close
• Text fields — such as Company, Job Title, Primary Note, and Referred By
• Custom fields — based on the type of each custom field in your account

Examples of Fields You Can Update

Basic Contact Information

• First Name
• Last Name
• Email
• Phone
• Secondary Email
• Secondary Phone
• Tertiary Email
• Tertiary Phone
• Company
• Job Title
• Nickname
• Maiden Name
• Family Name

Address Fields

• Address Line 1
• Address Line 2
• City
• State
• ZIP / Postal Code
• Country

Pipeline and Classification

• Stage
• Category
• Source
• Medium
• Owner
• Scheduler / BD
• Office Location
• Tags
• Keywords

Important Dates

• Client Since
• Termination Date
• Date of Birth
• Marital Anniversary
• Date of Death
• Closed At
• Engagement Signed Date

Revenue and Financial Fields

• Probability to Close
• Expected Revenue
• Actual Revenue
• Estimated Total Assets
• Estimated Investable Assets
• Net Worth

Communication Preferences

• Marketing
• Do Not Call
• Do Not Text
• Do Not Email

Financial Advisor Fields

For financial advisor accounts, additional fields may also be available, such as:

• Client Status
• Spouse
• Is Head of Household
• Writing Advisor
• Servicing Advisor
• Tax ID
• Risk Tolerance

Custom Fields

Custom fields also appear in the field dropdown. They are usually displayed as Group → Field Name.

Clear a Field Value

The Clear value (set to empty) option lets you remove a value from a supported field instead of replacing it. This is useful when old information no longer applies.

1. Select the field you want to update.
2. Check Clear value (set to empty).
3. The action will show that the value will be cleared.
4. Click Apply and save the workflow.

For example, you might:

• Clear Client Since for contacts who are no longer clients
• Clear Stage or Category when a previous classification no longer applies
• Remove outdated company, note, or financial information

Note: Clearing a field sets it to empty. It does not set the value to zero or a blank string.

Mixing Clear and Set Values

You can combine both types of updates in the same Update Contact action.

For example, one action can:

• Clear Client Since
• Set Category to Prospect

Both updates are applied when the workflow runs.

Fields That Should Not Be Cleared

Some fields should not be cleared:

• First Name
• Last Name
• Yes/No fields such as Do Not Call or Marketing

For yes/no fields, set the correct value explicitly instead of trying to clear them.

Validation Rules

Before the workflow can be saved or published, the Update Contact action must be valid.

• At least one field update must be added
• Each row must have a field selected
• Each row must have a value unless Clear value is selected

Best Practices

• Use a Filter node before Update Contact so only the correct contacts are changed.
• Rename the node to describe what it does, such as Set Stage to Client or Clear Client Since.
• Group related updates in one node, but split unrelated changes into separate nodes when that makes the workflow easier to understand.
• Test the workflow in draft mode before publishing.
• Be careful when changing Owner or Scheduler / BD, since those changes affect assignment and visibility.
• Use Clear value intentionally, because removed values are not restored automatically.
• Be cautious with workflows triggered by contact updates so you do not create loops.

Frequently Asked Questions

Can I update more than one field in a single Update Contact action?

Yes. You can add multiple rows and update several fields in the same action.

Can I use custom fields in Update Contact?

Yes. Custom fields appear in the field list and can be updated the same way as standard fields.

Can I clear one field and set another field in the same action?

Yes. Each row works independently, so you can mix clearing and setting values in one action.

What happens if the contact does not already have a value in that field?

LeadCenter simply sets the new value you provide. If the field was empty before, it becomes populated.

Can I undo a cleared value automatically?

No. If a workflow clears a field, the previous value is not stored for automatic recovery. You would need to update the contact manually or run another workflow to set a new value.

If you need help using the Update Contact action, contact support@leadcenter.ai.