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Workflow Actions: Update and Clear Contact Fields in Stack

In Stack, you have the ability to manage contact information dynamically using workflow actions like Update Contact Field and Clear Field Data. These actions are designed to help you keep your contact information accurate and up-to-date.

What is the Update Contact Field Action?​

The Update Contact Field action allows you to change the value of a specific contact field. You can replace the current value with a new one, whether it's a static value you define or a dynamic value generated within the workflow. This action is particularly useful for keeping your contact data relevant and personalized.

What is the Clear Field Data Action?​

The Clear Field Data action lets you reset a contact field to its default, empty state. This is useful for removing outdated or incorrect information from your contact records. Currently, this action is supported for Contact Custom Fields only.

Practical Uses​

Lead Management​

  • Update Contact Field: Modify the lead source field to reflect where your leads are originating, helping you refine your marketing strategies.
  • Clear Field Data: Remove old or incorrect lead information to maintain clean records.

Personalization​

  • Update Contact Field: Personalize your communications by updating fields like first or last name, enhancing engagement and conversion rates.
  • Clear Field Data: Erase incorrect details to ensure your messages are accurately targeted.

Sales Pipeline Management​

  • Update Contact Field: Adjust the sales pipeline stage of a contact as they progress, aiding in effective pipeline management.
  • Clear Field Data: Remove contacts from the pipeline if they no longer fit your criteria.

Custom Integrations​

  • Update Contact Field: Sync data from other tools, like updating fields with information from a Google Sheet via Zapier.
  • Clear Field Data: Reset fields based on specific triggers or conditions.

How to Use These Actions​

Selecting Update/Clear Field Data​

Update Field Data​

To update a contact field:

  1. Add the Update Contact Field action to your workflow.
  2. Choose the contact field you wish to update.
  3. Specify the new value, which can be static or dynamically generated.

For instance, to update a "Lead Source" field, you might set a static value like "Website" or a dynamic value based on the lead's referral source.

Clear Field Data​

To clear a contact field:

  1. Add the Update Contact Field action to your workflow.
  2. Select the contact field you want to clear.
  3. Execute the workflow to reset the field to an empty value.

Note: The clear field data feature is applicable only to Contact Custom Fields. Use this feature cautiously to avoid losing important data. Always ensure you have a backup before clearing fields.

By utilizing these actions effectively, you can maintain a clean and efficient contact database, enhancing your communication strategies and overall workflow efficiency.