Managing your business-to-business relationships means keeping company information accurate. Changing details on just a related contact, though, can create confusion. Here's how to use the "Update Company or Associated Record" action to keep information consistent across all records in the CRM.
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 "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. This action makes it straightforward to keep your company and contact records up to date, making it easier to manage their data and improve the experience other businesses have when closing deals with you.