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Associate a company and contact

Associate a company and contact links a company record and a contact record in the CRM. Use it when both records exist but aren't yet connected — for example, after creating a contact from a form submission and finding the matching company in a separate step.

How it works​

  1. The automation reaches the Associate a company and contact step with both a company and contact in scope
  2. The step creates a link between the two records in the CRM
  3. The company and contact are now associated — downstream steps can access both
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Advanced, select Associate company with contact

This action uses the company and contact currently in scope — no additional configuration is needed.

Outputs​

This action produces no outputs available to downstream steps.