Managing your business-to-business relationships requires updating and correcting the information you have about each company. However, just changing the details of a related contact can create confusion and uncertainty. Let’s learn how to use the Update Company or Associated Record action to manage information across all records in your CRM.

Adding Your Action #

• Navigate to the Workflows tab inside the Automation section and create or edit a Company-based workflow.
• Click the plus sign icon to add an action and select the Update Company Or Associated Contact action from the Company menu.
• Select whether the updated object should be the Company or Contact profile.

Adding Fields #

• Click + Add field to select the fields to update.
• 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.

Add any other actions you want to the workflow and publish it to start using it. By using this action, you can easily keep your company or related contact records updated, making it easier to manage their data and improve the experience other businesses receive when closing deals with you.

Frequently Asked Questions #

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

It updates fields on a company record or its associated contact within a workflow, keeping B2B data accurate across records.

What type of workflow does it require? #

It is added to a Company-based workflow in the Automation section.

Can I choose whether to update the Company or the Contact? #

Yes. After adding the action you select whether the updated object should be the Company or the Contact profile.

Which fields can I update? #

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

Can I use custom values in the new field value? #

Yes. Click the tag icon to insert custom values when entering the new value for a field.

How do I start using the action? #

Save the action, add any other actions you want, and publish the workflow to put it into effect.