# Workflow Action - Update Contact Field

> Learn how to use the Update Contact Field workflow action to write or clear contact data using static or dynamic values, including numeric, select, and monetary fields.

- Source: https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-action-update-contact-field
- Section: Workflows / Workflow Builder
- Reading time: 4 min
- Images: 4, each explained below
- Modified on Wed, 4 Feb at 1:08 AM

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The **Update Contact Field** workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a workflow. With the latest enhancement, you can now use **Dynamic Custom Values** for additional field types, allowing workflows to set live values from earlier steps or stored fields without hard-typing text or numbers.

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**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [How to Add the Update Contact Field Action](#how-to-add-the-update-contact-field-action)
-   [Action Configuration](#action-configuration)[](#action-name)
-   [Action Name](#action-name)
-   [Select Action Type](#select-action-type)
-   [Update Field Data](#update-field-data)
-   [Clear Field Data](#clear-field-data)
-   [Using Dynamic Values in Update Contact Field](#using-dynamic-values-in-update-contact-field) 
-   [Supported Field Types](#supported-field-types)
-   [How to Use Dynamic Values](#how-to-use-dynamic-values)
-   [Example Use Case](#example-use-case)
-   [Updating Multiple Fields](#updating-multiple-fields)
-   [Field Type Considerations & Validation](#field-type-considerations-and-validation)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Related Articles](#related-articles)

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## **Overview**

GHL Customer Care’s Update Contact Field action updates data on a contact record at the exact point the workflow runs. You can either update a field with a value or clear an existing value, and all changes are visible in **Execution Logs**.

This action is commonly used to keep contact data accurate for personalization, segmentation, reporting, and downstream workflow logic.

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## **How to Add the Update Contact Field Action**

1.  Go to **Automation → Workflows**.
    
2.  Open an existing workflow or create a new one.
    
3.  Click the **+** icon where you want to add an action.
    
4.  From the Actions panel, select **Update Contact Field**.
    

![How to Add the Update Contact Field Action (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064139621/original/pbJGUi7aYKQIRsDDU612BZlaLUAZzydHkw.png)

**How to Add the Update Contact Field Action (image 1 of 4)**

This screenshot appears in the "How to Add the Update Contact Field Action" section of "Workflow Action - Update Contact Field". The text alongside this image reads: Go to Automation → Workflows. Open an existing workflow or create a new one. Click the + icon where you want to add an action. From the Actions panel, select Update Contact Field. Immediately after, the guide continues: Give the action a descriptive name so it’s easy to identify later in the workflow canvas and Execution Logs.
- Where to go: Go to Automation → Workflows. Open an existing workflow or create a new one. Click the + icon where you want to add an action. From the Actions panel, select Update Contact Field.
- Controls: Automation → Workflows, +, Update Contact Field
- Next: Give the action a descriptive name so it’s easy to identify later in the workflow canvas and Execution Logs.

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow or create a new one.
3. Click the + icon where you want to add an action.
4. From the Actions panel, select Update Contact Field.

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## **Action Configuration**

### **Action Name**

Give the action a descriptive name so it’s easy to identify later in the workflow canvas and Execution Logs.

![Action Name (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064139633/original/uOA3B9wly54PZebr_ZkpmFt87vERaK75nQ.png)

**Action Name (image 2 of 4)**

This screenshot appears in the "Action Name" section of "Workflow Action - Update Contact Field". The text alongside this image reads: Give the action a descriptive name so it’s easy to identify later in the workflow canvas and Execution Logs. Immediately after, the guide continues: Choose how the action should behave. Your selection controls which configuration options appear next.
- What this covers: Give the action a descriptive name so it’s easy to identify later in the workflow canvas and Execution Logs.
- Next: Choose how the action should behave. Your selection controls which configuration options appear next.

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## **Select Action Type**

Choose how the action should behave. Your selection controls which configuration options appear next.

**Action Type options:**

-   **Update field data** – write a new value to a field
    
-   **Clear field data** – remove the stored value (custom fields only)
    

![Select Action Type (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064139664/original/munQVWwAGalOBwZl7SLwLp42zMS5aL2zwA.png)

**Select Action Type (image 3 of 4)**

This screenshot appears in the "Select Action Type" section of "Workflow Action - Update Contact Field". The text alongside this image reads: Update field data – write a new value to a field Clear field data – remove the stored value (custom fields only). Immediately after, the guide continues: Use this mode to overwrite a contact field’s value.
- What this covers: Update field data – write a new value to a field Clear field data – remove the stored value (custom fields only)
- Controls: Update field data, Clear field data
- Next: Use this mode to overwrite a contact field’s value.

Full procedure:

1. Update field data – write a new value to a field
2. Clear field data – remove the stored value (custom fields only)

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## **Update Field Data**

Use this mode to overwrite a contact field’s value.

1.  Select the contact field you want to update.
    
2.  Enter a value using either:
    
    -   A **static value**, or
        
    -   A **Dynamic Value** (live data from the workflow or contact)
        

The new value replaces the existing value when the workflow reaches this step.

![Update Field Data (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155064139707/original/YT7RvqDRGXyhtk1TLKL4XKICCyvbbpE0Hg.png)

**Update Field Data (image 4 of 4)**

This screenshot appears in the "Update Field Data" section of "Workflow Action - Update Contact Field". The text alongside this image reads: The new value replaces the existing value when the workflow reaches this step. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Use this mode to remove the stored value from a custom contact field.
- What this covers: The new value replaces the existing value when the workflow reaches this step.
- Fields: A static value, or, A Dynamic Value (live data from the workflow or contact)
- Controls: static value, Dynamic Value
- Next: Use this mode to remove the stored value from a custom contact field.

Full procedure:

1. Select the contact field you want to update.
2. Enter a value using either:

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## **Clear Field Data**

Use this mode to remove the stored value from a **custom contact field**.

1.  Choose **Clear field data** as the Action Type.
    
2.  Select one or more custom fields to clear.
    
3.  When the action runs, the field value is set to empty.
    

> **Caution:** Clearing values can affect Smart Lists, filters, and workflow conditions. Always review dependencies before publishing.

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## **Using Dynamic Values in Update Contact Field**

You can now use **Dynamic Values** to set contact fields using live outputs from earlier workflow steps or stored contact fields. This removes the need to hard-type values and avoids duplicate logic.

Dynamic Values resolve at runtime for each individual contact.

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## **Supported Field Types**

Dynamic Values are supported for the following field types in **Update Contact Field**:

-   **Numeric** – scores, counts
    
-   **Select / Dropdown** _(no option ID required here)_
    
-   **Monetary** – totals, amounts
    

> **Important:**

> Select / Dropdown fields **do not require option IDs** when updating contact fields.

> (This is different from If/Else conditions, where option IDs are required.)

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## **How to Use Dynamic Values**

1.  Add an **Update Contact Field** action to your workflow.
    
2.  Choose **Update field data** as the Action Type.
    
3.  Select the target contact field.
    
4.  In the value input, switch to **Dynamic Value**.
    
5.  Pick a value from:
    
    -   An earlier workflow step’s output, or
        
    -   A stored contact field.
        
6.  Save and publish the workflow.
    

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## **Example Use Case**

After a patient confirms an appointment, the workflow captures the confirmation type (for example, _Follow-up_ or _New Visit_). That value is then written dynamically into a custom contact field, keeping records accurate and ensuring the correct follow-up communication.

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## **Updating Multiple Fields**

You can update more than one field in a single action:

-   Click **Add field** to include additional field rows.
    
-   For clarity and auditing, some teams prefer separate actions for Update vs Clear.
    

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## **Field Type Considerations & Validation**

To avoid errors, make sure values match the field type:

-   **Text / Number:** Use appropriate formats.
    
-   **Date:** Use valid date values or date-based dynamic values.
    
-   **Dropdown / Checkbox / Radio:** Value must match an existing option.
    
-   **Email / Phone:** Provide properly formatted values.
    

> Fields must already exist. This action does not create new fields.

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## **Frequently Asked Questions**

**Q: Can I update standard contact fields like Email or Phone?**

Yes. Update field data supports both standard and custom contact fields.

**Q: Can I clear standard contact fields?**

No. Clear field data supports custom contact fields only.

**Q: Can I update multiple fields in one action?**

Yes. Use **Add field** to update multiple fields in the same action.

**Q: How are Dynamic Values different from tokens?**

Dynamic Values let you select live outputs from earlier workflow steps or fields. Tokens still work, but Dynamic Values remove the need to manually type or map values.

**Q: What happens if I use the wrong format?**

The update may fail validation. Review field types and check Execution Logs.

**Q: Will clearing a value affect Smart Lists or workflows?**

Yes. Clearing a value can change list membership or branching logic.

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## **Related Articles**

-   [Workflow Action – If/Else](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-if-else)
    
-   [Workflow Action – Wait](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/workflow-action-wait)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com