Custom object relationships help you keep track of connections between contacts, companies, and objects that represent opportunities and income to your business. Manually updating and monitoring that information quickly becomes unmanageable. Here's how to use the "Add Associated Record to Workflow" action to automate management and communication across both ends of the connection.
Adding Your Action
Start by navigating to the Workflows tab inside the Automation section and creating or editing 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 finalise, click Save Action to set your action.
Add any other actions you need to your workflow. You can now create and connect records to represent the relationships between your objects and contacts, making it straightforward to message, update, and automate your processes with other companies or associated contacts.