A company is added to a list
The A company is added to a list trigger starts an automation whenever a company is added to a CRM list. Use this trigger to act on list membership changes — such as notifying a team member or updating company fields — the moment a company enters a list.
Trigger scope
This trigger operates at the company scope. Company, account, and contact actions are available downstream.
How it works
- A company is added to a CRM list, either manually or through another automation or bulk action.
- The company and its associated account are brought into scope.
- The list name and membership event data become available as dynamic content.
- Downstream steps execute using the company, account, and list context.
Available data
| Output | Description |
|---|---|
| List name | The name of the list the company was added to |
| List ID | The unique identifier of the list |
| Associated company | Name, ID, and standard fields of the company added to the list |
Standard company and account fields are also available to downstream steps via Add dynamic content.