Update Contact Details in Omnisend from WhatsApp

Yes. AeroChat works directly with Omnisend. When a customer asks to change their details, AeroChat finds their contact in Omnisend by email and updates the fields they asked about, such as their name, phone number, address or birthday, in the same chat.

This recipe keeps your Omnisend contacts correct when customers tell you something has changed, so birthday offers, texts and segments by location reach the right person. Part of connecting Omnisend to WhatsApp and AI chat.

What happens today

A customer messages to say they have a new phone number, they moved, or their birthday email came on the wrong day. Someone has to log in to Omnisend, find the contact and type the change, which waits until there is time. Until then, texts go to an old number, local offers go to the wrong city and the birthday discount misses.

The flow that works

The customer says what they want to change.
AeroChat asks for the email they are subscribed with, if it does not have it.
It finds their contact in Omnisend.
It reads the new details back and asks them to confirm.
It updates only the fields they asked to change.
If the new phone number or email already belongs to another contact, it does not move it and hands the conversation to your team.

What it looks like on WhatsApp

Customer: Hi, I moved to Austin and my birthday’s wrong on your emails. It’s March 14. My email is jon.reyes@example.com (example)

AeroChat: Thanks, Jon. I’ll update your city to Austin, Texas, and your birthday to March 14. Is that right?

Customer: Yes.

AeroChat: All done. Your details are updated.

In Omnisend: the contact for jon.reyes@example.com now has Austin as the city, Texas as the state and March 14 as the birthdate. Nothing else changed.

The recipe

Copy this into AeroChat

When a customer asks to change their name, phone number, address, city or birthday, follow these steps.

Ask for the email address they get our emails at, if we do not already have it.

Find their contact in Omnisend by that email. If there is none, tell them and offer to help with anything else.

Ask exactly what should change. Write phone numbers with the country code and dates as day, month and year.

Read the new details back and ask them to confirm.

Update only the fields they asked to change on their Omnisend contact.

If the new phone number or email is already on another contact, do not change it. Tell them a team member will finish it and hand over the conversation.

Confirm in one line what was updated.

Never change someone’s email or SMS subscription status in this workflow. Never read out details we hold that they did not ask about. Reply in the customer’s language.

Change the list of fields in the first line to the ones you let customers change before you paste it.

What to connect

Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard, so AeroChat can answer order questions in the same chat.
Omnisend. In Omnisend, open Store settings, then API keys, create an API key with access to contacts and copy it straight away, because Omnisend shows it only once. Paste it in when AeroChat asks.

An address change for an order that has not shipped yet is a different job. It belongs in Shopify, so tell AeroChat in a separate workflow what to do with those.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Omnisend, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Omnisend’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which fields customers can change in chat.
Whether a change of email address goes to your team instead.
Who handles contacts that clash with another contact.

The result to expect

Customer details in Omnisend get fixed the moment the customer tells you, not when someone has a spare minute. Birthday offers, texts and local campaigns reach the right person.

Measure it with your own numbers: contact changes your team makes by hand, and texts that fail to deliver, for a month before and after.

Next: answer subscription questions and unsubscribe on request.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Omnisend connection behind it. See what each channel does on the Omnisend integration page.

Fix your first contact from chat

Install AeroChat, paste the recipe, add your Omnisend key, and ask your own chat to change the birthday on your test contact.

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