Company-Based Workflows

Business-to-business relationships are a great source of income, opportunities, and growth. However, managing Company-related actions was a highly manual process. We’re glad to announce that, thanks to these updates, you can use workflows and associated records to automate your management. Let’s check how!

⭐️ How To Use Company-Based Workflows?

1. To create a Company-Based Workflow, click “+ Create Workflow” then select Company-based workflow.

   

2. Click Add New Trigger, and select “Company Created” or “Company Changed.”

   

3. Add your desired actions from the right side menu.

   

4. You can also add company-management actions to your regular contact workflows; the changes will be applied to the record associated with the triggering contact.

   

⭐️Why Is This Feature Beneficial To Your Company?

• Business Information Management:Automate entire company-level workflows, not just individual contacts, making it easy to keep Companies, Contacts, and Custom Objects in sync.

• Scalable Processes:Manage your B2B relationships, from start to finish, making it easy to power onboarding, renewals, and account management with zero manual work.

• Connected Data Model:Use regular contact-based workflows to update their associated company records, keeping information consistent across your CRM.

Easily create and connect companies inside your system, helping you simplify your B2B relationship management. These updates will also allow you to message, update, and automate your processes with other companies. We hope you enjoy it!