is there a workflow recipe wherein we can create an automation to automatically associate a company to another company as parent or child based on company name or company domain name? and then determining which one is parent and which one is child?
Hi @cjmarcelo
If I’m not mistaken there is a Beta to have an “association label” action in workflows, so in theory that is possible.
I do wonder however what the logic for automating this would look like, if there is even one. From my experience there are too many exemptions and special cases that make this impossible to automate.
Frank
Hi @cjmarcelo,
Currently, this feature is not there, You can try Operational hub for this.
Best regards,
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Hi @cjmarcelo,
Yes, this is possible with the new associations workflow actions: Create and manage CRM record associations with workflows
Here’s what such an action would look like:
You can find the beta here:
Best regards