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Update Contact Node

The Update Contact node modifies fields on a contact's record during a workflow. Use it to keep contact data current based on information collected during conversations.

Video Walkthrough

Watch: Deep Dive Into All Agent Workflow Nodes — 23:29–24:11

How It Works​

When the workflow reaches this node, it writes new values to specified fields on the contact's profile. You can update standard fields (name, email, phone) or any custom fields you have created.

Setting Field Values​

Each field can be set using:

  • Static text --- a fixed value like "Qualified" or "English."
  • Workflow variables --- dynamic values collected earlier in the workflow, such as {{preferred_language}} or {{company_size}}.

You can update multiple fields in a single node.

Common Use Cases​

  • After Ask and Save --- The Ask and Save node collects one piece of information at a time. Use the Update Contact node to set additional fields based on the data you have gathered.
  • Status updates --- Mark a contact as "Contacted" or "Interested" after a conversation.
  • Data enrichment --- Store details extracted during the call, such as budget range or timeline.
  • Lead scoring --- Update a score field based on qualifying answers.

Tips​

  • Place this node after data collection steps so the variables you reference already have values.
  • Use descriptive custom field names so your team understands what each field represents when they view the contact record.
  • You can chain multiple Update Contact nodes if different branches need to set different values.

Next Steps​