How to update a contact's lists, tags, and custom fields with automations

Last updated: April 8, 2025

Overview

You can update the lists contacts are subscribed to and tags applied to their profiles with automations.

Read on to learn how to use the update contact property nodes.

Move a contact to a list

To move contacts from one list to another at a specified step in your automation:

  1. Click the + button at the step in your automation you want the contact to be moved

  2. Click Move to List

  3. In the Move to List dropdown, select a list you want contacts to be added to once they reach this step

  4. In the From List dropdown, select the list you want to remove contacts from

  5. Click Done

Add a contact to list

  1. Click the + button at the step in your automation you want the contact to be added to a list

  2. Click Add to List

  3. In the Select List dropdown, select a list you want contacts to be added to once they reach this step

  4. Click Done

Remove a from a list

If your automation removes contacts from a list that triggers the automation, make sure the Remove from List action is the last action in the automation

  1. Click the + button at the step in your automation you want the contact to be removed from a list

  2. Click Remove From List

  3. In the Select List dropdown, select a list you want contacts to be removed from once they reach this step

  4. Click Done

Add a tag to a contact's profile

  1. Click the + button at the step in your automation you want the contact to have the tag added

  2. Click Add Tag

  3. In the Select Tag dropdown, select a tag you want added to contacts' profiles once they reach this step

  4. Click Done

Remove a tag from a contact's profile

  1. Click the + button at the step in your automation you want the contact to have the tag removed

  2. Click Remove Tag

  3. In the Select Tag dropdown, select a tag you want removed from contacts' profiles once they reach this step

  4. Click Done

Add or change a custom field value in a contact's profile

  1. Click the + button at the step in your automation you want the contact to have the custom field updated

  2. Click Custom Field

  3. Select the custom field to be updated

  4. Enter the value that should be entered for the custom field

  5. Click Done