Company-Based Workflows

In business automation, most workflows have traditionally focused on individual leads, prospects, or clients. But what about entire organizations? With Company-Based Workflows, you can automate actions, updates, and communication at the company level, giving you a true B2B automation solution.

Whether you're managing corporate clients, multi-contact organizations, or complex sales cycles, this feature allows you to streamline onboarding, updates, and lifecycle management all while keeping company records and associated contacts perfectly aligned.

Key Features & Benefits

Company-Based Workflow Builder

  • Trigger workflows directly from Company record creation or updates.
  • Act on Companies as the primary record, independent of contacts.
  • Easily manage onboarding, lifecycle tracking, ownership changes, or Mastermind hygiene for business accounts.

Cross-Object Automation

  • Seamlessly connect Company, Contact, and Custom Object records.
  • Synchronize data between related objects with zero manual intervention.

Powerful New Workflow Actions

  • Create, Update, or Clear fields for both Companies and their associated Contacts.
  • Extend Contact workflows to interact with associated Company records (e.g., update a company's status when a contact's status changes).

Advanced Workflow Triggers

  • Automate based on Company Created or Company Changed triggers.

Scalable Operations

  • Easily scale B2B operations, from onboarding to contract renewals.
  • Centralize data management across your Mastermind’s hierarchy.

How to Use Company-Based Workflows

Step 1: Create a Company-Based Workflow

  • Go to Tools & Reporting > Automations > Workflows > Create Workflow.
  • Select Company-based workflow as your starting point.

Step 2: Choose Your Trigger

  • Select Company Created to start a workflow when a new company is added.
  • Or use Company Changed to react when a specific field (like Industry or Status) is updated.

Step 3: Add Workflow Actions

  • Use actions like:
    • Create Company or Associated Record
    • Update Company or Associated Contact
    • Clear Fields (for either Companies or their Contacts)

  • You can also include delays, conditions, and branches as needed.

Step 4: Use Cross-Object Actions (Optional)

  • In Contact-based workflows, you can:
    • Create Associated Company
    • Update Associated Company
    • Clear Fields of Associated Company
  • Combine with If/Else logic to act only under certain conditions.

Step 5: Save, Test & Publish

  • Save your workflow.
  • Run test enrollments or wait for real-time triggers to activate automation.

FAQs

Question: Can I use Company-Based Workflows without affecting individual contact workflows?

Answer: Yes, Company-based workflows operate independently and can run parallel to contact workflows. This allows you to automate company-level processes while still managing contact-level automation separately.

Question: Can I trigger a workflow based on Company field updates?

Answer: Yes. Use the Company Changed trigger and specify which fields (e.g., Status, Industry) should initiate the workflow.

Question: Can workflows interact with both Company and Contact data?

Answer: Absolutely. You can update, create, or clear fields for associated records either within a company-based workflow or a contact-based workflow.

Question: What’s the difference between “Create Associated Company” and “Update Associated Company”

Answer:

  • Create Associated Company: Adds a new company and links it to the contact.
  • Update Associated Company: Edits details of an existing company linked to the contact.

Question: Is it possible to send emails to all contacts linked to a company?

Answer: This functionality is coming soon, with a new action called Send Email to Associated Contacts, allowing you to broadcast updates across all linked contacts.

Question: Is there a limit to how many Contacts can be linked to one Company?

Answer: No. You can link as many contacts as you need to a single company record. The workflow will apply its logic to the company level regardless of whether there are two employees or two thousand.

Question: Can I update a Company record even if the workflow was started by a Contact?

Answer: Yes. Using Cross-Object Automation, you can configure a Contact-based workflow to interact with an associated Company record, such as updating the company’s status when an individual contact’s status changes.

Question: What are the two specific triggers available to start a Company-Based workflow?

Answer: You can initiate these workflows using either the Company Created trigger (which activates when a new record is added) or the Company Changed trigger (which activates when a specific field, such as Industry or Status, is updated).