29 docs tagged with "company"

Learn how to use the Add a note to the company action to log a note on a company record in an automation.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Associate a company and contact action to link a company and contact record in the CRM.

Learn how to use the Copy email template action to copy an email template from one company to another.

Learn how to use the Create a company action to create a new company record in your CRM.

Learn how to use the Create a CRM sales task for the company action to create a task on a company record.

Learn how to use the Find company action to search for an existing CRM company by field criteria and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from company action to retrieve a custom object record linked to a company.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.

Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.

Learn how to use the Pause campaign for company action to stop an ongoing email campaign for a company.

Learn how to use the Send a marketing email template to a company action to send a one-off marketing email.

Learn how to use the Start a campaign for the company action to enroll all contacts on a company in an email campaign.

Start an automation whenever a call is logged or updated on a company record in the CRM.

Start an automation whenever a company is added to a specified CRM list.

Start an automation whenever a company record is created or any field on the record changes.

Start an automation whenever a company is removed from a specified CRM list.

Start an automation whenever a CRM sales task is created or updated on a company record.

Start an automation whenever a sales task on a company record passes its due date without being completed.

Start an automation whenever a form linked to a company is submitted.

Start an automation whenever a form is submitted by a contact associated with a company. Runs at the company scope.

Start an automation whenever a meeting activity is logged or updated on a company record in the CRM.

Start an automation whenever a note is added or modified on a company record in the CRM.

Start an automation whenever an email activity is logged or updated on a company record in the CRM.

Learn how to use the Update company action to update fields on an existing CRM company record.