Manage your B2B relationships from start to finish with Company-based triggers, making it straightforward to power onboarding, renewals, and account management through workflows. The "Company Created" trigger fires when a contact-associated record or manual action creates a new Company. Here's how to use it.
Creating Your Workflow
Start by navigating to the Workflows tab inside the Automation section. Click + Create Workflow and select Company-based workflow.
Click Add New Trigger and select Company Created from the Company options.
Click + Add Filters to narrow down which companies trigger the workflow.
Pick from the standard fields to specify which phrase it should contain, or ensure the field is not empty by selecting your operator.
Once you've set your filters, click Save Trigger.
Add any actions you need and you're done. This lets you automate entire company-level workflows, not just individual contacts, making it easy to keep Companies, Contacts, and Custom Objects in sync and building workflows that affect all associated contacts when a new company is created.