Hi everyone,
The ability to create a Company from a workflow is now live to all workflow users!
You’ll see this as an option in our new, consolidated & upgraded “Create Record” action.
In follow up to FilipTHEO’s question above, this action doesn’t automatically deduplicate if there are companies with the same name, already in your CRM, so you may want to use filtering/branching to check if the enrolled object is already associated to a company before creating one.
Create Record
Create Company
Please let me know if you have questions or feedback!
Note: At this time, we don’t have plans to introduce the ability to create contacts using this workflow action.