Using the Update Company or Associated Contact Workflow Action
Overview
The Update Company or Associated Contact action enables you to automatically modify details for either a Company record or a contact associated with that company within a workflow. This functionality helps ensure your CRM data remains current by updating information automatically when specific events occur, such as form submissions, webhook calls, or changes to records.
Action Details
Record to Update
First, select which type of record you want to modify:
- Company: Updates the company record that is currently active in the workflow.
- Associated Contact: Updates details for one or more contacts that are linked to the company record.
Field Mapping
You can map data from various workflow sources to specific CRM fields. For example, you might set the Company Industry field using a value from a webhook payload, or update a Contact Phone number based on incoming data.
Value Sources
The values used for updates can come from several places:
- Data received via an inbound webhook
- Fields from the company record that started the workflow
- Static text that you enter directly
Adding Multiple Fields
Use the + Add Field option to update several fields at the same time. Each additional row lets you specify another field and the value to assign to it.
Update Behavior
When updating associated contacts, the action will only affect contacts that are currently linked to the company in the workflow. If there are no matching contacts, the action will not make any changes.
Saving the Action
Click Save Action to confirm your settings. When the workflow runs, the specified fields will be updated with the values available at that time.
Important Notes
This action is designed to modify existing records and is only available in workflows that are based on a company record. It cannot create new company or contact records. Be careful with your field mappings to avoid accidentally overwriting important information.
Example Scenarios
Updating Company Information from a Webhook
Goal: Keep company details current when new data arrives from an external system.
Setup: Create a company-based workflow triggered by an inbound webhook. Choose to update the Company record and map fields like Company Name, Industry, and Domain to corresponding values in the webhook data.
Result: When the webhook sends updated company information, the workflow automatically applies those changes to the existing company record.
Updating a Contact's Details
Goal: Automatically update a contact's job title and phone number when employee data changes.
Setup: Use a company-based workflow triggered by a company update or an inbound webhook. Select Associated Contact as the record to update, and map the Job Title and Phone fields to the new data.
Result: When the workflow runs, it updates the specified details for the contact linked to the company.