Managing your business relationships just got easier. Automation that focuses on the whole company—not just individual contacts—can save you time and keep your data consistent across the board. Let’s explore what this means for your daily workflows and how it can help keep your customer and company details in sync without extra work.

📌 Why This Matters

Running a business often means juggling multiple contacts within each company you work with. Before, automations typically centered on individual contacts, which could make managing entire company accounts tricky and time-consuming. By bringing workflows directly to the company level, you can now automate onboarding, updates, and communication for the whole company and all related contacts at once. This creates a smoother process and more accurate data management, freeing up your time and reducing errors.

✨ What’s New

• Company-Based Workflows: Start workflows triggered by new companies or updates to existing company records. Automatically update company information and send messages to the right contacts within that company.
• Create and Update Records: Easily add new companies and link contacts to them, or update information for both companies and their contacts automatically through your workflows.
• Clear Outdated Data: Remove or reset fields on companies or related contacts to keep your information fresh and relevant.
• Interact Across Records: From contact-focused workflows, create or update the company linked to that contact without switching tasks.
• Helpful Workflow Triggers: Automatically start actions when a new company is created or when company details change, so you’re always up to date.

🛠️ How to Use It

1. Step 1: Identify the key company events you want to automate, like welcoming a new company or updating client status.
2. Step 2: Set up workflows that begin when a company record is created or changed, including actions like updating information or contacting the right people.
3. Step 3: Use workflow steps to create new companies and link contacts automatically, streamlining onboarding or data entry.
4. Step 4: Clean up data by adding steps that clear outdated details to keep your records accurate.
5. Step 5: Incorporate triggers that react instantly to changes, ensuring your team always has the latest info.

💡 Pro Tip

Using company-centered automation helps you maintain clear, organized client records and frees up time to focus on activities that grow your business and revenue.