Managing your business-to-business relationships requires updating and correcting the information you have about each company. So, if you have an error in your information or simply need to empty a field, having to go through all connected records is a must. Let's learn how to use automation to make this task smoother.

Adding Your Action

Start by navigating to the Workflows tab inside the Automation section and creating or editing a Company-based workflow.

Click the plus sign icon to add an action and select the “Clear Fields of Company Or Associated Contact” action from the Company menu.

Select whether the edited object should be the Company or Contact profile.

Adding Fields

Click “+ Add field” to include the fields you want to clear.

When selecting Company, you'll be able to pick from the standard fields.

When selecting Contact, you'll be able to pick from custom values along with standard fields.

Once you've added all your desired fields to clear, click Save Action to close the editor.

You can add any additional actions you desire in your workflow, but essentially, you're done! Now you can easily reset fields back to blank automatically. Making it easier to manage their data and improve the experience other businesses receive when closing deals with you.