Workflow Action - Clear Associated Company Fields
Overview
The Clear Associated Company Fields action enables you to automatically reset or remove field values from the Company record linked to a Contact within a workflow. This is useful for maintaining clean data by clearing outdated company details like tags, addresses, or custom fields when they are no longer relevant.
Action Name
Clear Associated Company Fields
Action Description
This action allows you to:
- Automatically reset selected Company field values that are associated with a Contact.
- Remove obsolete or incorrect information such as tags, addresses, or custom statuses.
- Ensure data accuracy when a contact moves to a new company or disengages.
Note: This action only clears existing field values—it does not delete the company record or sever the association. To update field values instead of clearing them, use the Update Associated Company action.
Action Details
I. Select Fields to Clear
Choose one or more fields from the associated Company record that you want to clear. You can select standard fields (e.g., Industry, Domain, Address) or custom fields created in your CRM.
II. Multiple Field Selection
You can clear multiple fields in a single action by adding them to the list. For example, you might clear Tags, Address, and Website all at once.
III. Clear Behavior
The action clears the selected field values for the Company associated with the Contact that triggered the workflow. If no associated company exists, the action will be skipped automatically.
IV. Save Action
After selecting the fields, click Save Action. When the workflow runs, the chosen fields in the linked company record will be reset (emptied).
V. Edge Cases & Notes
- This action is available only in Contact-based workflows.
- It cannot clear contact fields—only company fields linked to the contact.
- If the contact has multiple company associations, the action targets the primary associated company.
Example
Clear Old Company Tags When a Contact Changes Company
Goal: Remove irrelevant POC (Point of Contact) information from the previous company when a contact switches organizations.
Setup:
- Workflow Type: Contact-based
- Trigger: Contact Changed → Company Name field updated
- Action: Clear Associated Company Fields
- Fields to Clear: POC
Flow:
- A contact updates their company name to a new organization.
- The workflow triggers this action.
- The POC field is cleared from the old associated company record.