Add an Account Note When Contact Field Updated


Account management is tricky. You have multiple contacts all assigned to an account, all with their own information. See, tricky! But what if I told you that you could create helpful notes on the account directly when information changes.

This automation adds a note to an account when a contact field is updated. You can build out this automation multiple times to keep track of your most important fields changing and ensure proper follow-up.

Here’s how Add an Account Note When Contact Field Updated works:
1. The automation is triggered when a contact’s specified field updates. You can set segmentation on the trigger as it makes sense for your business.
2. The contact arrives at an add account note action, adding a note to the account they are related to. You can use personalization fields to show the update in the note itself.
3. The automation ends.

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