Business-to-business relationships are a great source of income, opportunities, and growth. Keeping your Company-related records connected and organised 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. Here's how to get started.
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.
That's all there is to it. You can now create and connect companies inside the CRM, making it straightforward to manage your B2B relationships. This also lets you message, update, and automate your processes with other companies, keeping everything scalable as you grow.