# Workflow Action – Add Associated Records to Workflow

> Use Add Associated Records to Workflow in GHL Customer Care to enroll related contacts, companies, or custom objects by label—automation across all workflow types.

- Source: https://docs.ghlcustomercare.com/docs/workflows/crm-workflow-actions/workflow-action-add-associated-records-to-workflow
- Section: Workflows / CRM Workflow Actions
- Reading time: 2 min
- Images: 1, each explained below

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**TABLE OF CONTENTS**

-   [Overview](#overview)
-   [Action Name](#action-name)
-   [Action Description](#action-description)
-   [Action Details](#action-details)
-   [Examples](#examples)

## Overview

The Add Associated Records to Workflow action allows users to automatically add records that are associated with the trigger object into another workflow. 

The Add Associated Records to Workflow action is available in all workflow types — Contact-based, Company-based, and Custom Object-based workflows. It allows users to automatically add records that are associated with the trigger record into another workflow.

This action extends the functionality of the existing [Add to Workflow action](https://docs.ghlcustomercare.com/docs/workflows/internal-tools-workflow-actions/action-add-to-workflow-workflow-action-add-to-workflow). While _Add to Workflow_ only adds the current record (e.g., a contact) to another workflow, Add Associated Records to Workflow enables enrolling associated records (Contacts, Companies, or Custom Objects) based on an association label.

## Action Name

Add Associated Records to Workflow

## Action Description

This action enables workflow users to:

-   Select an **object type.**
    
-   **Choose an association label t**hat determines which associated records will be picked. (does not apply to company - contact assocaitions)
    
-   Enroll those associated records directly into another workflow.
    

This action is possible only after creating custom objects (or using contacts) in the subaccount and ensuring that an association label exists between the trigger record and the associated records.

## Action Details

![Add Associated Records to another Workflow in GHL Customer Care](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054809211/original/AsJo3DMQEwM_1N24PA3G-AYtaD1Dyxju5g.png)

**Action Details (image 1 of 1)**

This screenshot appears in the "Action Details" section of "Workflow Action – Add Associated Records to Workflow". The text alongside this image reads: This action is possible only after creating custom objects (or using contacts) in the subaccount and ensuring that an association label exists between the trigger record and the associated records. Immediately after, the guide continues: Select an Object: Choose which type of record should be added. Association Label: Required dropdown. Defines which associated records will be included. Workflow: Select the workflow to which the associated records will be added.
- What this covers: This action is possible only after creating custom objects (or using contacts) in the subaccount and ensuring that an association label exists between the trigger record and the associated records.
- Controls: Select an Object, Association Label, Workflow
- Next: Select an Object: Choose which type of record should be added. Association Label: Required dropdown. Defines which associated records will be included. Workflow: Select the workflow to which the associated records will be added.

Full procedure:

1. Select an Object: Choose which type of record should be added.
2. Association Label: Required dropdown. Defines which associated records will be included.
3. Workflow: Select the workflow to which the associated records will be added.

-   **Select an Object**: Choose which type of record should be added.
    
-   **Association Label**: Required dropdown. Defines which associated records will be included.
    
-   **Workflow**: Select the workflow to which the associated records will be added.
    

## Examples

#### **Example 1: Car ↔ Dealer (Custom Object Workflow)**

An automotive CRM has **Cars** associated with **Dealers**. When a Car record is updated to status = _Ready for Sale_, the workflow automatically adds all associated Dealers (under the _Assigned Dealer_ label) into a **Dealer Notification Workflow**.

**Setup**

-   **Object** → Dealer
    
-   **Association Label** → Assigned Dealer
    
-   **Workflow** → Dealer Notification Workflow
    

**How It Works**

1.  A Car record is updated to _Ready for Sale_.
    
2.  The action finds all associated Dealers under the label _Assigned Dealer_.
    
3.  Each Dealer is enrolled in the **Dealer Notification Workflow**, where they receive automated alerts.
    

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#### **Example 2: Contact ↔ Contact (Contact Workflow)**

A university manages **Contacts** for both students and guardians. When a new semester starts, the workflow automatically adds all **Parent Contacts** (associated under the _Parent-Child_ label) into a **Semester Start Notification Workflow**.

**Setup**

-   **Object** → Contact (Parent)
    
-   **Association Label** → Parent-Child
    
-   **Workflow** → Semester Start Notification
    

**How It Works**

1.  A Student Contact record triggers the workflow at the start of the semester.
    
2.  The action finds all associated Parent Contacts under the _Parent-Child_ label.
    
3.  Those Parents are enrolled in the **Semester Start Notification Workflow**, ensuring they receive timely updates.
    

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#### **Example 3: Company ↔ Contact (Company Workflow)**

A marketing agency manages **Companies** and their associated **Contacts**. When a Company record is added to the _VIP Client Program_, all associated Contacts are automatically enrolled in a **VIP Communication Workflow**.

**Setup**

-   **Object** → Contact
    
-   **Workflow** → VIP Communication Workflow
    

**How It Works**

1.  A Company record is updated with a new status (_VIP Client_).
    
2.  Those Contacts are enrolled in the **VIP Communication Workflow** to receive VIP-only updates.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com