Companies
The Companies feature groups multiple contacts under single business records for B2B relationship management. Each company record consolidates interactions, activities, and data across all associated contacts, giving you an organization-level view rather than tracking individuals in isolation. This is essential for agencies, B2B businesses, and teams working with multiple stakeholders at client companies.
What Companies Does
Companies serve as a central hub for organizing contacts by business entity. Create company records manually or automatically from contact Business Name fields, then link multiple contacts to track collective engagement:
Organization management
- Associate unlimited contacts with each company record
- Store company-level data: name, phone, email, website, address, custom fields
- View consolidated activity across all company contacts
- Track interactions, appointments, opportunities, and engagement in one place
Automatic company creation
- Enable Automatically Create and Associate Companies from Contact Business Names in Settings > Objects > Company
- System auto-creates companies when contacts have a Business Name value (case-insensitive, spacing-sensitive)
- Works for imports, forms, API integrations, and retroactively for existing contacts
- Auto-populates address, city, state, country, postal code, and website from contact data
Contact associations
- Each contact links to only one company at a time for data integrity
- Bulk assign contacts to companies from the Contacts list
- Remove associations without deleting contacts or companies
- View all company contacts from Contacts > Companies > [Company] > Contacts tab
Key Configuration Options
Manual company creation: Navigate to Contacts > Companies, click + New Company, enter company name (required), add phone, email, website, description, and address, then save. The company appears in your list and is available for contact associations.
Company Object Automation: Enable in Settings > Objects > Company to auto-create companies from contact Business Name fields. The Business Name field ignores case but not spacing. “Burger King” and “burger king” create one company; “BurgerKing” and “Burger King” create two. Once associated, changing a contact’s Business Name does not update or move the company association.
Customize list view: Use Manage Fields in the Companies list to show or hide columns like website, state, email, phone, and custom fields. Sort by any field (name, city, state) to organize your view.
Custom fields: Create company custom fields in Companies settings to track industry type, revenue range, employee count, customer tier, account manager, renewal date, or any business-specific data. Custom fields appear in company records and can be used in filters, searches, and reports.
Power Features
Workflow integration: Use company data in workflow triggers and conditions. Trigger workflows when a contact joins a specific company, send notifications when companies reach milestones, update company custom fields based on contact activity, or route leads by company attributes like industry or location.
Bulk assignment: Select multiple contacts from the Contacts list and use bulk actions to assign them all to one company at once. Essential for organizing large contact imports or restructuring your database.
Edit and delete: Edit company details from the Companies list via the three-dot menu. Deleting a company removes the association from contacts but does not delete the contacts themselves, ensuring no data loss.
Export and re-import: Export company records to CSV, update them externally, and re-import to apply bulk updates. Useful for maintaining data quality and adding custom field values at scale.
Pro Tips
- Enable automation before importing if your CSV includes Business Name data. This ensures companies are auto-created and associated as contacts are added, saving manual linking work.
- Use custom fields strategically to track data that matters for your business. Avoid creating fields you won’t maintain, as unused fields create clutter and reduce usability.
- Review company data regularly to identify duplicates, outdated information, or missing details. Clean data improves reporting accuracy and team efficiency.
- Search for existing companies before manual creation to prevent duplicates. The automation feature helps prevent duplication, but manual entries require diligence.
- Keep object names simple and clear. Avoid abbreviations or jargon that might confuse team members or make searching harder.
Common Questions
Can I assign multiple companies to a single contact?
No, a contact can only be associated with one company at a time. This ensures data integrity and prevents confusion about which organization a contact represents.
Will deleting a company remove all its contacts?
No, deleting a company only removes the company association from contacts. The contacts themselves remain in your database and can be associated with a different company if needed.
Can I bulk assign contacts to a company?
Yes, select multiple contacts in the Contacts list and use the bulk action menu to assign them all to a company at once. This is useful for organizing large numbers of contacts quickly.
How do I find all contacts linked to a specific company?
Navigate to Contacts > Companies, select the company, and view the Contacts tab. This shows all contacts associated with that company.
Does the Company Object Automation work retroactively?
Yes, when you enable the automation, it processes all existing contacts that have a Business Name value and are not already associated with a company. This organizes your existing data without re-importing contacts.