Updating a contact, account, or custom data object with a custom value

Three form processing steps allow you to use custom values to update your contact or account data, or a custom object:

  • Update Contacts - With Custom Values
  • Update Account - With Custom Values
  • Updated Custom Data Object - With Custom Values

Configure these steps to perform the updates using one of the update rule types listed in the configuration panel, or by applying a Shared Update Rule. You can also make these updates conditional, based on a value in a selected form field. For instance, if the form is submitted by an employee of a specific company, you can set other field values to reflect known company information such as the ticker symbol for the company's stock, or the location information for their headquarters.

To update a contact, account, or custom data object with a custom value:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Click The Add icon in the left pane.
  4. Double-click one of the following options:
    • The Contact iconUpdate Contacts - With Custom Values
    • The Account icon Update Account - With Custom Values
    • The Custom Record iconUpdated Custom Data Object - With Custom Values
  5. In the right pane, configure the step:
    OptionSteps
    To update a contact
    1. Choose an option:
      • To use a shared update rule, click Apply Shared Update Rule and select the form update rule.
      • If you are not using a shared update rule, click An image of the Add button. and choose the contact field to update and how you want to update it. Click Add and configure the settings for the update.
    2. To override the default key field mapping, click Advanced Settings and choose the key field.
    To update an account
    1. Click the form field that uniquely identifies the account in the drop-down list, and then select the key account field.
    2. Click An image of the Add button. and choose the account field to update and how you want to update it. Click Add and configure the settings for the update.
    To update a custom data object
    1. Click the custom object to update in the Choose a Custom Object drop-down list.
    2. If necessary, click the key field in the Select the Key Field drop-down list.
    3. Click An image of the Add button. and choose the account field to update and how you want to update it. Click Add and configure the settings for the update.
  6. Specify when to process this step.
  7. Click Save.

Learn more

Creating form update rules

Updating a contact, account, or custom data object with form data