Lists, Lead Scoring & Workflows

smk
Membro

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

resolver

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

2 Solução aceitas
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

resolver

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

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jmh117
Solução
Participante

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

resolver

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. 

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11 Respostas 11
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

resolver

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 colaborador(a)

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

resolver

@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
Participante

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

resolver

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

 

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PamCotton
Gerente da Comunidade
Gerente da Comunidade

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

resolver

Hey @kaious thank you for sharing with the Community,

 

Kindly,

Pam

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smk
Membro

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

resolver

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

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jmh117
Solução
Participante

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

resolver

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 colaborador(a)

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

resolver

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

 

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

PamCotton
Gerente da Comunidade
Gerente da Comunidade

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

resolver

Hello @spogue 

 

Thank you for sharing with the Community!

Kindly,

Pam

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jennysowyrda
Gerente da Comunidade
Gerente da Comunidade

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

resolver

Thanks for sharing @jmh117!

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smk
Membro

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

resolver

Thanks!  Much appreciated.

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Samuel_F
Participante

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

resolver

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

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