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Company Based Workflows - Company Triggers & Actions

Automate B2B processes with Company-based Workflows in GHL Customer Care. Learn triggers, actions, setup steps, best practices, and FAQs—plus links to related docs.

4 min read970 words4 explained imagesUpdated Mon, 27 Oct, 2025 at 3:33 PM
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  1. Key Benefits of Company-Based Workflows
  2. Company Workflow Triggers & Actions
  3. Company Workflow Triggers
  4. Company Workflow Actions
  5. Typical Use Cases
  6. How To Set Up Company-Based Workflows
  7. Frequently Asked Questions
  8. Related Articles
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Take your B2B automation to the next level. Company-Based Workflows let you trigger and run automations directly on Company records—so you can onboard accounts, sync data, and keep every contact in-step without touching another tool.

TABLE OF CONTENTS

What is Company-Based Workflows?

Company-Based Workflows let you automate at the account level by targeting the Company object—rather than a single Contact. This enables onboarding, lifecycle updates, data hygiene, and reporting alignment for B2B accounts with multiple stakeholders, all from one centralized automation.

Company-Based Workflows are a workflow type in GHL Customer Care that starts from Company events (for example, when a Company is created or updated) and runs actions that write directly to Company fields or to Contacts associated with that Company. This bridges the gap between contact-level and account-level automation, unlocking true B2B use cases in GHL Customer Care.

Key Benefits of Company-Based Workflows

Focusing automation at the Company level improves data consistency and operational efficiency across teams. The benefits below frame the business outcomes customers can expect, with examples for real-world implementation.

  • B2B onboarding: Launch account-level onboarding the moment a Company is created.

  • Data sync: Keep Company and associated Contact data aligned to reduce manual updates.

  • CRM hygiene: Clear outdated Company fields on status changes to maintain clean reports.

  • Ownership consistency: Standardize Account Owner assignment for all related Contacts.

  • Works with Contact workflows: Combine Company and Contact workflows to design end-to-end automation.

Company Workflow Triggers & Actions

Use this matrix to plan when a Company-based workflow should start and what it should do. Triggers define the starting event on the Company object, while actions update Company fields, create/associate records, or optionally impact associated Contacts. Filter triggers to narrow scope, and choose actions that align with your data model and safeguards.

Company Workflow Triggers

Name (UI label)Starts WhenFilters/Conditions
Company CreatedA new Company record is addedBasic filters; segment by owner, tags, fields, or other attributes
Company ChangedOne or more Company fields are updatedField/value conditions (where available) to react only to specific changes

Company Workflow Actions

Name (UI label)Available InPrimary PurposeKey Options
Create Company or Associated ContactCompany-based & Contact-basedCreate a new Company or add a Contact to an existing CompanyChoose create mode; map essential fields
Update Company or Associated ContactCompany-based & Contact-basedKeep Company data current and optionally sync to associated ContactsMap fields with static or dynamic values; option to apply to associated Contacts (where available)
Clear Fields of Company or Associated ContactCompany-based & Contact-basedRemove outdated values to maintain CRM hygieneSelect specific fields to reset
Create Associated Company Contact-based onlyCreate and link a Company from a Contact recordMap Company fields from Contact/context
Update Associated Company Contact-based onlyUpdate the Company linked to the current ContactMap fields; optionally gate with conditions
Clear Fields of Associated CompanyContact-based onlyReset selected Company fields from a Contact-based workflowChoose fields to clear

Typical Use Cases

Use cases translate features into repeatable recipes. Start here to design a first pass, then refine with conditions and branching as your process matures.

  • Onboard new client Companies: Assign Account Owner, set lifecycle stage, and notify all associated Contacts with a welcome email sequence.

  • Mirror lifecycle stages: When a Company’s health or status changes, update relevant flags on associated Contacts for success and retention workflows.

  • Data hygiene: Clear time-bound fields (e.g., promo or temporary discounts) after a set duration.

  • Create Companies from inbound forms: Build a Company from a B2B lead form and immediately associate the submitting Contact.

  • Push Company attributes to Contacts: Sync domain, industry, segment, or plan tier to Contacts for segmentation and reporting.

How To Set Up Company-Based Workflows

A clean setup ensures accurate triggers, safe field updates, and predictable outcomes. Build in a test path first, then roll out widely to production Companies.

  1. Create the workflow

    Navigate to Automation → Workflows → + Create Workflow.
    Choose Company-based Workflow as the type.

    Step 1 of 5: Create the workflow Navigate to Automation → Workflows → + Create… What this shows Step 1 of 5: Create the workflow Navigate to Automation → Workflows → + Create Workflow. What this shows Shows what to fill in for step 1 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". This screenshot accompanies step 1 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". At this point in the walkthrough you create the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type. The next step is to add a trigger Select Company Created or Company Changed. Step 1 of 5Image 1 of 4 What to fill inCreate the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type.
    Buttons and menus referenced Create the workflowCompany-based WorkflowAdd a triggerCompany CreatedCompany ChangedAdd actionsUpdate Company or Associated ContactCreate Company or Associated ContactClear Fields…Save, test, then publishSavePublish
    Next stepAdd a trigger Select Company Created or Company Changed.
    All 5 steps in this procedure
    1. Create the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type. this image
    2. Add a trigger Select Company Created or Company Changed.
    3. Add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts.
    4. Add logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails.
    5. Save, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated.

  2. Add a trigger

    Select Company Created or Company Changed.

    Step 2 of 5: Add a trigger Select Company Created or Company Changed What this shows Step 2 of 5: Add a trigger Select Company Created or Company Changed. What this shows Shows what to choose for step 2 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". This screenshot accompanies step 2 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". At this point in the walkthrough you add a trigger Select Company Created or Company Changed. The next step is to add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts. Step 2 of 5Image 2 of 4 What to chooseAdd a trigger Select Company Created or Company Changed.
    Buttons and menus referenced Add a triggerCompany CreatedCompany ChangedCreate the workflowCompany-based WorkflowAdd actionsUpdate Company or Associated ContactCreate Company or Associated ContactClear Fields…Save, test, then publishSavePublish
    Next stepAdd actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts.
    All 5 steps in this procedure
    1. Create the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type.
    2. Add a trigger Select Company Created or Company Changed. this image
    3. Add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts.
    4. Add logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails.
    5. Save, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated.

  3. Add actions

    Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables.
    Where applicable, choose whether to apply updates to associated Contacts.

    Step 3 of 5: Add actions Drag in Update Company or Associated Contact, Create… What this shows Step 3 of 5: Add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. What this shows Shows what to choose for step 3 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". This animation accompanies step 3 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". At this point in the walkthrough you add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts. The next step is to add logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails. Step 3 of 5Image 3 of 4 What to chooseAdd actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts.
    Buttons and menus referenced Add actionsUpdate Company or Associated ContactCreate Company or Associated ContactClear Fields…Create the workflowCompany-based WorkflowAdd a triggerCompany CreatedCompany ChangedSave, test, then publishSavePublish
    Next stepAdd logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails.
    All 5 steps in this procedure
    1. Create the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type.
    2. Add a trigger Select Company Created or Company Changed.
    3. Add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts. this image
    4. Add logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails.
    5. Save, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated.

  4. Add logic, delays, and branches (optional)

    Use Conditions, If/Else, or Wait steps to control timing and scope.
    Keep loops in check—avoid bi-directional “mirror” updates without guardrails.

  5. Save, test, then publish

    Save and enroll a small set of Companies to validate mappings.
    Review the execution log for successful actions.
    Publish once validated.

    Step 5 of 5: Save, test, then publish Save and enroll a small set of Companies to… What this shows Step 5 of 5: Save, test, then publish Save and enroll a small set of Companies to validate mappings. What this shows Shows how to confirm for step 5 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". This screenshot accompanies step 5 of 5 in the "How To Set Up Company-Based Workflows" section of "Company Based Workflows - Company Triggers & Actions". At this point in the walkthrough you save, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated. Step 5 of 5Image 4 of 4 How to confirmSave, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated.
    Buttons and menus referenced Save, test, then publishSavePublishCreate the workflowCompany-based WorkflowAdd a triggerCompany CreatedCompany ChangedAdd actionsUpdate Company or Associated ContactCreate Company or Associated ContactClear Fields…
    All 5 steps in this procedure
    1. Create the workflow Navigate to Automation → Workflows → + Create Workflow. Choose Company-based Workflow as the type.
    2. Add a trigger Select Company Created or Company Changed.
    3. Add actions Drag in Update Company or Associated Contact, Create Company or Associated Contact, or Clear Fields… as needed. Map fields using static values or dynamic variables. Where applicable, choose whether to apply updates to associated Contacts.
    4. Add logic, delays, and branches (optional) Use Conditions, If/Else, or Wait steps to control timing and scope. Keep loops in check—avoid bi-directional “mirror” updates without guardrails.
    5. Save, test, then publish Save and enroll a small set of Companies to validate mappings. Review the execution log for successful actions. Publish once validated. this image

Frequently Asked Questions

Q: Can one workflow update both the Company and its associated Contacts?
Yes. Use Update Company or Associated Contact and select options to apply changes to associated Contacts where available.

Q: Can I create a Company from a Contact-based workflow?
Yes. Use Create Associated Company in a Contact-based workflow to build and link a Company record.

Q: How do I avoid update loops between Company and Contact workflows?
Use conditions (for example, a “last updated by automation” tag/field or a boolean flag) and avoid bi-directional updates without guardrails.

Q: Can I bulk-enroll existing Companies into a new Company-based workflow?
Use filters or Smart Lists to enroll a targeted set of Companies, validate on a small batch, then scale up.

Q: What permissions are required to build and publish these workflows?
Users need permissions to access Workflows and view/update Companies and Contacts in the sub-account.

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