Workflow Action – Create and Associate Company

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Create and Associate Company action allows you to automatically create a new Company record and associate it with the trigger Contact in your workflow.

This action helps eliminate manual data entry by linking Contacts and Companies automatically, keeping your CRM structured and up-to-date.

Action Name

Create and Associate Company

Action Description

Use this action to:

• Automatically create a new Company record from a Contact workflow.

• Link the newly created Company to the trigger Contact through an association.

• Map fields dynamically using data from the contact record, workflow variables, or inbound webhooks.

• Maintain organized company-contact relationships without manual creation.

This action ensures that each contact is linked to a relevant company, making it especially useful for B2B onboarding, form submissions, or enrichment workflows.

Action Details

Screenshot

I. Field Mapping

• Map workflow variables or fixed values to populate the new Company’s fields.

• Example mappings:

  • Company Name → {{contact.company_name}}

  • Domain → {{inboundWebhookRequest.body.domain}}

  • Industry → {{contact.industry}}

II. Dynamic Value Sources
You can map values from:

• Contact fields (e.g., First Name, Company Name, Email).

• Inbound Webhook payloads (e.g., {{inboundWebhookRequest.body.company}}).

• Fixed text values (e.g., “New Lead Company”).

III. Association Behavior

• The new Company record created by this action will automatically be associated with the Contact that triggered the workflow.

• The relationship will appear under both the Contact’s “Associated Companies” section and the Company’s “Associated Contacts” section in the CRM.

IV. Add Field

• Use + Add Field to map additional Company fields.

• Each row represents a field–value pair that defines how the Company record is created.

V. Save Action

• Once all required mappings are set, click Save Action.

• When the workflow runs, it will create the new Company record and associate it with the Contact automatically.

VI. Edge Cases & Notes

• This action is only available in Contact-based workflows.

• If the Contact already has a linked Company, this will create an additional Company but will not be associated with the contact

Example

Goal: Automatically create a new Company record when a new Contact is added to the CRM.

Setup

• Workflow Type: Contact-based

• Trigger: Contact Created

• Action: Create Associated Company

• Field Mappings:

  • Company Name → {{contact.company_name}}

  • Domain → {{contact.email}} (parsed domain if applicable)

  • Industry → “Lead Company”

Flow

1. A new Contact is created in the CRM.

2. Workflow triggers the action.

3. A Company record is created with the mapped fields.

4. The new Company is automatically associated with that Contact.