Custom object relationships help you keep track of connections between contacts, companies, and objects that represent opportunities and income to your business. However, manually updating and monitoring their information is unsustainable for any business. Let’s learn how to use the Add Associated Record to Workflow action to automate management and communication with both ends of the connection.

Adding Your Action #

• Navigate to the Workflows tab inside the Automation section and create or edit a Contact-based workflow.
• Click the plus sign icon to add an action and select the Add Associated Record to Workflow action from the Custom Objects menu.
• Select the object type you wish to include.

Company Objects #

If you select Company as your object, select the Company-based workflow to include it in.

Contact and Custom Object Fields #

• If you select Contact or Custom Object as your object, select the association label you want to assign to the object.
• Then select the workflow you wish to include the object in.
• To finalize, click Save Action to set your action.

Add any other actions you see fit to your workflow, and there you have it. Now you can easily create and connect records to represent the relationships between your objects and contacts. This also allows you to message, update, and automate your processes with other companies or associated contacts, keeping everyone taken care of.

Frequently Asked Questions #

What does the Add Associated Record to Workflow action do? #

It adds an associated record, such as a company, contact, or custom object, into a workflow so you can automate communication with both ends of the relationship.

What type of workflow does it start from? #

You add it from a Contact-based workflow, selecting the action from the Custom Objects menu.

What happens if I select Company as the object? #

You then select the Company-based workflow you want to include the company in.

What do I configure for Contact or Custom Object types? #

You select the association label to assign to the object, then choose the workflow you want to include it in.

How do I finalize the action? #

Click Save Action to set it, then add any other actions you need to the workflow.

Why use this action? #

It lets you connect records representing relationships between objects and contacts so you can message, update, and automate processes across both sides.