The Update CRM Record action allows you to automatically update existing records in your CRM as part of a workflow. This ensures that important details surfaced in conversations, emails, or AI insights are consistently reflected in CRM fields—without manual updates.
How It Works
When configuring this action, you will:
Select Object Type — choose the type of CRM record you want to update (e.g., Deal, Contact, Company, Lead).
Identify the Record to Update — specify which CRM record should be updated. This can be done using:
Default associations (Opportunities/Deals, Leads, Contacts, and Accounts/Companies are automatically linked by Swyft).
Or, use the Find Record action in a prior workflow step if you need to update a different object type.
Field Updates — define how values should be written to the fields.
Configuration
1. Select Object Type
Choose the CRM record type you want to update, such as Deal, Contact, Lead, or Company.
2. Identify the Record
By default, Swyft automatically associates Opportunities/Deals, Leads, Contacts, and Accounts/Companies.
If the default method doesn’t fit your use case—or you need to locate another object type—use the Find Record action before this step.
3. Field Updates
Define how field values should be written:
Always Update → The workflow will update the field every time it runs, replacing or adding values as configured.
Only Update If Empty → The workflow will update the field only if it doesn’t already contain a value.
⚠️ Important: If the field is configured with Combine Intelligently or Append to Top/Bottom in the Generate Insights action, you must set this to Always Update to ensure those behaviors work correctly.
Example Use Cases
Automatically update “Next Steps” on an Opportunity after a customer call.
Push AI-generated insights (like Metrics or Decision Criteria) into MEDDIC fields.
Update a Contact record with role, title, or objection surfaced in a meeting.
Refresh a Company record with the latest products discussed across calls.
Notes & Best Practices
AI Variables: To update fields with AI insights (like “Close Date” or “Economic Buyer”), ensure you’ve added a Generate Insights action earlier in your workflow.
Required Fields: Always make sure required fields/properties for your CRM object are included in the update to prevent workflow errors.
✅ With this action, you can keep CRM data clean, consistent, and up to date—ensuring no insights slip through the cracks.