Contacts - Modify Data: How to change information via Automation

To help modify contact data, such as correcting phone number, name, email, or other registered fields, you can use SprintHub through the CRM Automation or Automation Flow.

⚠️ Attention: Carefully check the configured fields to avoid incorrect changes to contact data.

Via SAC or CRM Automation

Contact data modification can be carried out through CRM Automation or through SAC Automation, allowing information to be updated automatically without the need for manual editing.

This feature is widely used to correct or standardize contact data according to your service and organization strategy.

Usage examples

You can use automation to:

• Correct phone numbers without country code;

• Update the contact name;

• Change registered email;

• Fill in or modify custom fields;

• Adjust WhatsApp or mobile phone information;

• Standardize data received from integrations, forms, or imports.

⚠️ Attention: Before activating the automation, carefully review the configured fields to avoid incorrect changes to contact data.

The configuration can be done through the CRM Automation as well as through the SAC Automation, according to the needs of the automated process.

---

Via Automation Flow

1. Create a new flow

Access Automation Flow and click “+ New”.

2. Configure the flow

Fill in the initial information:

• Name: enter a descriptive name for the flow;

• Description: state what will happen during execution;

• Segment: select a segment of your preference;

• Access permissions: define which users or departments will be able to access the flow.

Leaving users and departments blank will allow access for everyone in the system.

• Category: optional;

• Allow contacts to restart the flow?: configure according to your strategy.

If configured as “YES”, the contact may go through the flow more than once.

After configuring, click “Open Builder” to start building the flow.

3. Build the flow

In the builder, click the orange dot and select “Action”.

4. Configure the action

Select the option “Modify Contact data” and configure the desired fields.

Here, the Token will be used to automatically update the data.

After finishing, click “Save and close”. The flow will start running according to the configured settings.

---