What is the Update Custom Value Action in Workflows?
The Update Custom Value Action in CRM workflows is a dynamic tool designed for the seamless modification of custom values within sub-accounts. Unlike traditional custom field updates limited to individual contacts, this action operates at a broader level, allowing for automated processes that trigger additional actions based on the updated information. Custom values, serving as versatile placeholders, plays a crucial role in storing and tracking diverse information at the sub-account level.
Exploring Usage Cases with Practical Examples:
Lead Source Tracking: Update custom values for different lead sources (Facebook ads, Google ads, email campaigns) to identify the most successful channels generating new leads.
Referral Program Tracking: Update custom values for referred customers in a referral program, enabling tracking and analysis of the program's success and rewarding customers accordingly.
Sales Performance Tracking: Track individual sales representatives' performance by updating custom values for each representative, facilitating performance analysis and improvement strategies.
Customer Engagement Tracking: Update custom values for each customer interaction to monitor and track engagement levels, allowing businesses to identify areas for improvement.
Subscription Management: Automate subscription processes by updating custom values for recurring services, and managing renewals, cancellations, and upgrades based on subscription status.
Event Registration Tracking: Update custom values for each event registration to track attendance rates, providing insights for improving future events.
Customer Feedback Tracking: Track customer feedback by updating custom values for each feedback form submission, allowing businesses to monitor trends and areas for improvement.
Marketing Campaign Performance Tracking: Update custom values for each marketing campaign to assess performance, identifying the most effective campaigns in terms of lead generation or sales impact.
How to Use the Update Custom Value Action
Create or Edit a Workflow
Start a new workflow or edit an existing one within your CRM platform.
Add the Update Custom Value Action
Integrate the Update Custom Value action from the available actions list within the workflow.
Choose the Custom Value to Update
Select the specific custom value you intend to update from the list of available custom values.
Specify the New Value
Define the new value to which the custom value will be updated, choosing between static values, fixed values, or dynamically generated values.
Save and Test the Workflow
Save the action along with any additional actions or conditions, and test the workflow with a sample contact to ensure proper functionality.
Publish the Workflow
Once satisfied with the testing phase, publish the workflow to enable automatic triggering based on predefined conditions.
