Running a small business means juggling a lot of moving parts—customers, suppliers, teams, and more. What if you could automate how these connected records move through your business processes? With the ability to manage associated records automatically within your workflows, you can keep everything organized without the extra manual work.

📌 Why This Matters

In business, relationships matter—not just between you and a customer, but also between related contacts, companies, or other records. When something changes for one record, associated records might need updates too. Manually tracking and managing these connections can get complicated and time-consuming. Automating this process helps your business run smoothly and keeps everyone who needs to know up to date.

✨ What’s New

• Add Associated Records to Workflow: Automatically enroll connected contacts, companies, or other record types into another workflow, so they get the right messages or actions at the right time.
• Remove Associated Records from Workflow: Easily remove related records from workflows when they no longer qualify, ensuring they don’t receive irrelevant communications or tasks.

🛠️ How to Use It

1. Step 1: Choose to add or remove associated records inside your existing workflow setup.
2. Step 2: Select the type of record you want to include or exclude—this could be a contact, a company, or another related record type.
3. Step 3: Specify the association label—that is, how the records are connected (for example, employees linked to a company or parents connected to students).
4. Step 4: Pick the target workflow where these records should be added or removed.
5. Step 5: Save and activate your workflow. From now on, your system will handle these related records automatically based on their associations.

💡 Pro Tip

Automatically keeping associated records up to date in workflows lets you focus on running your business while making sure communications and follow-ups always reach the right people at the right moment.