Companies
Manage business accounts as their own records, separate from individual contacts — including automation, bulk tools, and cross-platform use of company data.
8 articles
Introduction to Companies
- Getting Started with CompaniesManage the business itself, separate from any one contact at it.
- Automate Workflows with Company Triggers and ActionsTrigger and act on Company records, not just contacts.
- Auto-Create Companies When Importing ContactsGenerate and link company records automatically during a contact import.
- Export Companies to CSVPull company records out as a spreadsheet-ready CSV file.
- Save Company Views with Smart ListsSave your filters, sort order, and columns as a reusable live view.
- Bulk Import CompaniesBring a large list of business accounts in from a CSV file.