Managing your business-to-business relationships requires updating and correcting the information you have about each company. However, just changing the details to a related contact can create confusion and uncertainty. So, let's learn how to use the “Update Company or Associated Record” Action to manage the information across all records in your CRM.

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 “Update Company Or Associated Contact” action from the Company menu.

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

Adding Fields

Click “+ Add field” to select the fields to update.

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.

Enter the new value you want for the field. You can use custom values by clicking the tag icon.

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

Add any other actions you want to the workflow and publish it to start using it. By using this action, you can easily keep your company or related contact records updated. Making it easier to manage their data and improve the experience other businesses receive when closing deals with you.