Business-to-business relationships are a great source of income, opportunities, and growth, so keeping your Company-related records connected and organized is an essential part of using your CRM effectively. By creating associations between contacts and the company they are related to, you can streamline communications, create automations, and keep records synced across the board. Let’s learn how!

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 “Create Company Or Associated Contact” action from the Company menu.

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

Adding Fields #

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

• 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.

Enter the new value you want for the field. You can use custom values by clicking the tag icon.

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

And there you have it! Now you can easily create and connect companies inside your system, helping you simplify your B2B relationship management. This also allows you to message, update, and automate your processes with other companies, making your operations more scalable.

Frequently Asked Questions #

What does the Create Company or Associated Record action do? #

It creates a new Company record or an associated Contact record inside a workflow, helping you keep B2B relationships connected and organized.

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 create either a Company or a Contact with this action? #

Yes. When configuring the action you select whether the created object should be the Company profile or the Contact profile.

What fields can I prepopulate? #

For a Company you can choose standard fields; for a Contact you can choose custom values along with standard fields, and you can insert custom values using the tag icon.

Do I need to save the action? #

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

Why associate contacts with companies? #

Associating records lets you message, update, and automate processes with other businesses while keeping data synced, making your B2B management more scalable.