How can I automatically create a company in an automation workflow?

SOLVE
smk
Member

I can create a deal, ticket, or task, but how do I create a company?

2 Accepted solutions

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @smk 

 

Unfortunately, it is not possible to create contact or company records in workflows. 

 

Companies can either be created automatically by HubSpot, created manually, or imported. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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jmh117
Solution
Participant

We solved it with a Zap - creating a smart list of individuals without companies who were created using a certain form and then using Zapier to create a company when a new contact was added to the list. 

View solution in original post

10 Replies 10
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @smk 

 

Unfortunately, it is not possible to create contact or company records in workflows. 

 

Companies can either be created automatically by HubSpot, created manually, or imported. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

smk
Member

That's a bit incomprehensible.  But I sincerely appreciate your quick answer.  Thanks.

0 Upvotes
Samuel_F
Participant

Depending of your rules for creating a company but i think you can have a look on Zapier 😉 

0 Upvotes
jmh117
Solution
Participant

We solved it with a Zap - creating a smart list of individuals without companies who were created using a certain form and then using Zapier to create a company when a new contact was added to the list. 

View solution in original post

smk
Member

Thanks!  Much appreciated.

0 Upvotes
jennysowyrda
Community Manager

Thanks for sharing @jmh117!

0 Upvotes
spogue
Top Contributor

Pretty new, but you can now create company records within a workflow.

 

Screen Shot 2020-09-28 at 3.24.57 PM.png

PamCotton
Community Manager

Hello @spogue 

 

Thank you for sharing with the Community!

Kindly,

Pam

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0 Upvotes
kaious
Top Contributor

@Phil_Vallender @smk you can actually create companies using the create record workflow action now.

Screen Shot 2020-09-30 at 9.56.48 AM.png

PamCotton
Community Manager

Hey @kaious thank you for sharing with the Community,

 

Kindly,

Pam

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0 Upvotes