You can update the field of the company with a specific value using the Company Field Update action. This will automatically update the value as the automation reaches the action.
To add this Action in your Automation:
- Go to the Automation.
- Drag and Drop Company Field Update from the left menu bar under Actions to the canvas.
To configure the Action:
- Click on Company Field Update.
- Select the field and its value that you want to update for the company.
- You can add multiple fields by clicking on Add Field button.
- Hit Save.
Use Case
Suppose you wish to update certain Company field when a new record is created and is added to a specific list
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