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Update Contact Pick-List Field Based on Update on Account Pick-List Field(s)
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow, when an Update is made on an Account Pick-List Field or Fields, then update a Pick-List Field on the Related Contacts.


Example 1: Update to 1 Field on Account, Update Contact Marketing Stage to SQO:

Say that when an Account Type = Technology Partner, then I would like to update all Contacts on the Account Marketing Stage to "SQO". Then my variable inputs would look like this.

Example 2: Update to 2 or More Pick-List Field on Account, Update Contact Status to Attempting to Contact:

Say that I want this automation to trigger when 2 or more Pick-List Fields are Updated on the Account, to Update the Related Contact's Pick-List Field to "Attempting to Contact". Then my variable inputs would look like this.

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