Add an Account Note When Contact Field Updated 

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Erstellt von ActiveCampaign

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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