Managing your business-to-business relationships requires updating and correcting the information you have about each company. If you have an error in your data or simply need to empty a field, going through all connected records manually can be tedious. Let’s learn how to use automation to make this task smoother.

Adding Your Action #

Start by navigating to the Workflows tab inside the Automation section and creating or editing a Company-based workflow.

Click the plus sign icon to add an action and select the “Clear Fields of Company Or Associated Contact” action from the Company menu.

Select whether the edited object should be the Company or Contact profile.

Adding Fields #

Click “+ Add field” to include the fields you want to clear.

• When selecting Company, you’ll be able to pick from the standard fields.
• When selecting Contact, you’ll be able to pick from custom values along with standard fields.

Once you’ve added all your desired fields to clear, click Save Action to close the editor.

You can add any additional actions you want in your workflow, but essentially you’re done. Now you can easily reset fields back to blank automatically, making it simpler to manage your data and improve the experience other businesses receive when closing deals with you.

Frequently Asked Questions #

What does the Clear Fields of Company or Associated Contact action do? #

It automatically empties selected fields on a Company record or its associated Contact record, so you don’t have to clear them manually.

Where do I add this action? #

Add it inside a Company-based workflow under the Workflows tab in the Automation section by clicking the plus sign and selecting it from the Company menu.

Can I clear fields on both the Company and the Contact? #

You choose whether the action edits the Company profile or the associated Contact profile, then select the fields to clear for that object.

What fields can I clear? #

For a Company you can choose from standard fields; for a Contact you can choose from custom values along with standard fields.

Do I need to save the action? #

Yes. After adding the fields you want to clear, click Save Action to apply your configuration and close the editor.

Can I combine this with other actions? #

Yes. You can add additional actions to the same workflow to build out more complex automation alongside the field-clearing step.