Lists, Lead Scoring & Workflows

smk
Member

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

SOLVE

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

2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

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

SOLVE

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 | HubSpot Website Agency

View solution in original post

jmh117
Solution
Participant

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

SOLVE

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

11 Replies 11
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

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

SOLVE

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 | HubSpot Website Agency
kaious
Top Contributor

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

SOLVE

@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

AvonKuhn
Participant

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

SOLVE

Hi, I am tryint to use the above in a workflow. Would it not just create a company based on the email address or company name field in the forms? Thanks, Anna

 

0 Upvotes
PamCotton
Community Manager
Community Manager

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

SOLVE

Hey @kaious thank you for sharing with the Community,

 

Kindly,

Pam

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0 Upvotes
smk
Member

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

SOLVE

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

0 Upvotes
jmh117
Solution
Participant

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

SOLVE

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. 

spogue
Top Contributor

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

SOLVE

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
Community Manager

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

SOLVE

Hello @spogue 

 

Thank you for sharing with the Community!

Kindly,

Pam

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Participe de conversas regionais, alterando suas configurações de idioma !


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0 Upvotes
jennysowyrda
Community Manager
Community Manager

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

SOLVE

Thanks for sharing @jmh117!

0 Upvotes
smk
Member

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

SOLVE

Thanks!  Much appreciated.

0 Upvotes
Samuel_F
Participant

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

SOLVE

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

0 Upvotes