Workflow Action – Create Company or Associated Contact

Overview

The Create Company or Associated Contact action allows you to automatically create a new Company record or an Associated Contact under an existing Company from within your workflow. This action helps automate CRM enrichment by ensuring that when new data enters via forms, integrations, or webhooks, related Company and Contact records are created and linked without manual effort.

Action NameCreate Company or Associated ContactAction DescriptionUse this action to: Automatically create new Company records directly within a workflow. Create associated Contacts linked to an existing Company record. Map input fields dynamically using data from workflow triggers such as inbound webhooks or form submissions. Maintain clean company-contact associations without requiring manual record creation.

This action helps reduce duplicate entries and ensures your CRM structure remains organized when handling company-based automations. Action DetailsI. Object Record to CreateChoose the record type you want to create: Company – to create a new Company record. Associated Contact – to create a new Contact linked to the current Company in the workflow.

II. Field MappingMap workflow data or fixed values to the Company or Contact fields you wish to populate.

Example mappings

: Company Name → {{inboundWebhookRequest.body.company}}Contact Email → {{inboundWebhookRequest.body.email}}First Name → {{inboundWebhookRequest.body.first_name}}III. Dynamic Value SourcesYou can map values from: Inbound Webhook payloads (e.g., {{inboundWebhookRequest.body.companyName}}). Company fields (when the workflow trigger is based on a company event). Fixed text values (e.g., “Accommador Partners”).

Custom ValuesIV. Association BehaviorWhen selecting Associated Contact, the new contact will automatically be linked to the Company record that triggered the workflow. The relationship will appear under the Company’s “Associated Contacts” section in the CRM. V.

Add FieldUse + Add Field to include additional field mappings. Each row represents a single field-value mapping. VI. Save ActionOnce mappings are configured, click Save Action.

When the workflow runs, it will automatically create the defined record type (Company or Associated Contact) and populate all mapped fields.

Example

• Example 1: Create a New Company from a WebhookGoal: Automatically create a Company record when a new business lead is received.
• SetupWorkflow Type: Company-basedTrigger: Inbound WebhookObject Record to Create: CompanyField Mappings: Company Name → {{inboundWebhookRequest.body.companyName}}Domain → {{inboundWebhookRequest.body.domain}}Industry → {{inboundWebhookRequest.body.industry}}FlowA new company lead is captured via webhook.

The workflow triggers this action. A new Company record is created and added to the CRM with all mapped details.

Example

2: Create an Associated Contact for an Existing CompanyGoal: Add a new employee Contact automatically under an existing Company record. SetupWorkflow Type: Company-basedTrigger: Company Updated or Webhook → Employee added eventObject Record to Create: Associated ContactField Mappings: First Name → {{inboundWebhookRequest.body.firstName}}Last Name → {{inboundWebhookRequest.body.lastName}}Email → {{inboundWebhookRequest.body.email}}FlowEmployee data is received through webhook or integration.

The workflow triggers under the relevant Company. A new Contact is created and automatically associated with that Company.

Example

3: Enrich Company Data and Add New Contacts AutomaticallyGoal: For every new Company created, automatically add a contact. Setup

1. Use this action → Object to Create = CompanyCompany Name → {{inboundWebhookRequest.body.company}}Domain → {{inboundWebhookRequest.body.domain}}
2. Use another action → Object to Create = Associated ContactContact Name → {{inboundWebhookRequest.body.contactName}}Email → {{inboundWebhookRequest.body.email}}FlowA new company record is created first.The second action runs immediately after to add the associated contact.The contact appears under the new company’s associated contact list automatically.