Update Contact

Update a property on one or more Salesforce contacts using AI-generated content based on a meeting. Use this to keep contact fields current without manual data entry after a call.

What It Does

Takes a meeting and one or more contacts, and updates the property you specify with a value generated from that meeting's context, following any additional instructions you provide.

When To Use It

Use this after a meeting to sync a contact-level field, such as role, sentiment, or a notes field, directly from what was discussed with that person. If the update belongs to the account or an opportunity instead, use Update Account or Update Opportunity.

Configuration

Configure the node with these settings:

Field	What it controls
Meeting	The meeting to use as context for the update. Required.
Contacts	The contact or contacts to update. Required.
Contact Property to Update	The name of the Salesforce property to change. Required.
Description	Additional instructions for how this property should be updated. Optional.
Update Method	`Append` adds to the existing value; `Replace` overwrites it. Only applies to text or multi-select properties. Defaults to `Append`.
Require Confirmation	Whether to pause for approval before updating the property. Defaults to off.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

This node does not emit output variables.

Example Workflow

After a call, a workflow uses this node to update a contact's Title field based on what they mentioned about their role, replacing any outdated value.

Update Account
Update Opportunity
Add Note to Contacts

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.