Using the Create Company or Associated Contact Workflow Action

Overview

The Create Company or Associated Contact workflow action is a powerful automation tool for building and organizing your CRM. It allows you to automatically generate new Company records or create new Contacts that are instantly linked to an existing Company. This is ideal for capturing and structuring data from sources like webhooks, form submissions, or other integrations, ensuring related information is properly connected without any manual data entry.

Action Details

Selecting the Record Type

The first step is to choose what kind of record you want the workflow to create.

• Company: Select this to create a brand new Company record in your CRM.
• Associated Contact: Select this to create a new Contact record. The Contact will automatically be linked to the specific Company that is active in the current workflow run.

Mapping Data to Fields

After choosing the record type, you must map data to the fields you wish to populate on the new Company or Contact. For each field, you can assign a value from several sources:

• Dynamic data from the workflow trigger, such as {{inboundWebhookRequest.body.companyName}} or {{formSubmission.first_name}}.
• A fixed, static text value you type in.
• Data from a custom value field within the workflow.

To add a mapping, use the + Add Field button. Each row you add represents one field on the new record that will be filled with your specified value.

How Associations Work

If you select Associated Contact, the action will link the newly created contact to the Company record that is currently in context for the workflow. This relationship is established automatically. You can later view this contact in the Associated Contacts section of that Company's profile in the CRM.

Saving the Action

Once you have configured all your field mappings, click Save Action. The action is now ready. When the workflow runs, it will create the specified record (Company or Associated Contact) and populate all the fields you mapped.

Usage Examples

Example 1: Creating a Company from a Webhook

Goal: Automatically add a new business lead as a Company record.

Setup:

• Use a Company-based workflow triggered by an Inbound Webhook.
• In the action, set Object Record to Create to Company.
• Map fields like Company Name, Domain, and Industry to the corresponding data from the webhook payload (e.g., {{inboundWebhookRequest.body.companyName}}).

Result: When the webhook sends data for a new lead, the workflow triggers and a complete Company record is created with the provided details.

Example 2: Adding a Contact to an Existing Company

Goal: Automatically create a contact record for a new employee under their company.

Setup:

• Use a workflow that is triggered on a Company Updated event or by a specific webhook signaling a new employee.
• In the action, set Object Record to Create to Associated Contact.
• Map the contact's First Name, Last Name, and Email to data from the trigger.

Result: When the trigger occurs for a specific company, a new contact is created and immediately listed as an associated contact for that company.

Example 3: Two-Step Company and Contact Creation

Goal: When receiving data for a new company and its primary contact, create both records in one automated sequence.

Setup:

1. Add the first Create Company or Associated Contact action to create the Company record, mapping fields like Company Name and Domain.
2. Add a second instance of this action immediately after the first. Configure it to create an Associated Contact, mapping fields like Contact Name and Email.

Result: The workflow first creates the new company. Then, because the workflow context is now on that newly created company, the second action runs and creates a contact that is automatically linked to it.