The Update Custom Value action lets you update custom values in your workflows, making it easier to manage data and act on what it tells you. Here are a few practical ways you might use it:
- Lead Source Tracking: Automatically update custom values to track how different lead sources are performing, such as Facebook Ads, Google Ads, or email campaigns, so you can see which channels are bringing in the most leads.
- Sales Performance Tracking: Track and update custom values tied to individual sales representatives, giving you a clearer picture of their performance and helping you spot areas for development or recognition.
- Subscription Management: Automate subscription updates for recurring services by modifying custom values based on a customer's subscription status, such as renewals, cancellations, or upgrades.
How to Use the Update Custom Value Action
Create or Edit a Workflow
Head to the Automation > Workflows section in your account. Start a new workflow or edit an existing one to add the Update Custom Value action.
Add the Update Custom Value Action
Select the Update Custom Value action from the list of available actions in your workflow.
Action Name
Enter the name you want to associate with the action.
Custom Value
Identify the specific custom value that needs to be updated from the available options.
Current Value
Enter the value that is currently associated with the custom value.
New Value
Define the new value for the custom value, choosing between static values or dynamically generated values depending on your needs.
Save the action, then save your workflow and test it with a sample contact to confirm the custom value updates correctly and the workflow behaves as expected.
By using this action, you can keep track of key metrics more easily, make better-informed decisions, and streamline your business processes.