Workflow Action - Update Associated Company

Overview

The Update Associated Company action enables you to automatically modify the details of the Company record linked to a Contact within a Contact-based workflow. This action ensures that company information stays synchronized when related contact data changes or when new information arrives through webhooks or form submissions. If the Contact does not have an associated company, the action will be skipped without executing.

Action Name

Update Associated Company

Action Description

Use this action to:

• Automatically update fields in the Company associated with the Contact that initiated the workflow.
• Map values from workflow variables, contact fields, or webhook data to company fields such as Company Name, Domain, or Industry.
• Maintain up-to-date contact and company records without manual intervention.

This action modifies existing company records only and does not create new companies. To create a new associated company, use the Create Associated Company action.

Action Details

Field Mapping

Map the company fields you wish to update using workflow data or static values. For example:

• Company Name can be mapped to {{contact.company_name}}
• Industry can be mapped to {{inboundWebhookRequest.body.industry}}
• Domain can be mapped to {{contact.email}} to automatically extract the domain

Dynamic Value Sources

You can use values from:

• Contact fields, such as company_name, email, or city
• Inbound webhook payloads, such as {{inboundWebhookRequest.body.domain}}
• Fixed text values, like “Active Client”

Add Field

Use the + Add Field option to update multiple company properties in a single action. Each field-value pair represents one update operation.

Update Behavior

The action updates the primary company associated with the Contact. If the Contact has no linked company, the action is automatically skipped.

Save Action

After mapping the desired fields, click Save Action. When the workflow runs, it will update the associated company record with the values you configured.

Edge Cases & Notes

• This action is only available in Contact-based workflows.
• It cannot create new companies—use the Create Associated Company action for that purpose.
• The workflow will skip execution if the contact has no associated company.

Example

Update Company Address When Contact Moves

Goal: Automatically update the company address when a contact’s address changes.

Setup:

• Trigger: Contact Changed → Address field updated
• Action: Update Associated Company
• Field Mappings:
  • Address → {{contact.address}}
  • City → {{contact.city}}
  • State → {{contact.state}}

Flow:

1. A contact updates their address.
2. The workflow is triggered.
3. The associated company’s address fields are automatically updated.