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.
