Lists, Lead Scoring & Workflows

smk
Membre

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

Résolue

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

2 Solutions acceptées
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

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

Résolue

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

Voir la solution dans l'envoi d'origine

jmh117
Solution
Participant

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

Résolue

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. 

Voir la solution dans l'envoi d'origine

11 Réponses
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

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

Résolue

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
Contributeur de premier rang

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

Résolue

@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?

Résolue

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 Votes
PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

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

Résolue

Hey @kaious thank you for sharing with the Community,

 

Kindly,

Pam

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0 Votes
smk
Membre

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

Résolue

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

0 Votes
jmh117
Solution
Participant

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

Résolue

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
Contributeur de premier rang

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

Résolue

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

 

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

PamCotton
Gestionnaire de communauté
Gestionnaire de communauté

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

Résolue

Hello @spogue 

 

Thank you for sharing with the Community!

Kindly,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


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Join regional conversations by changing your language settings !




0 Votes
jennysowyrda
Gestionnaire de communauté
Gestionnaire de communauté

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

Résolue

Thanks for sharing @jmh117!

0 Votes
smk
Membre

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

Résolue

Thanks!  Much appreciated.

0 Votes
Samuel_F
Participant

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

Résolue

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

0 Votes